$ALLE

Insider Buying 02-21-25 Welcome to Chaos 2.0

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I refer to the first Trump administration as Chaos 1.0.  Many good things can come from disruption but generally the markets like predictability and order. It was only a worldwide pandemic that upstaged the near constant firing and turnover in the Administration.   It was the real-world political version of the popular reality TV show, The Apprentice.  According to the Brookings Institute, Trump’s A team turnover from year to year was 92%, far higher than any of the last six Presidents. Now what will be next? Worldwide war and the collapse of the post-World War II order?  Or as Donald Trump … Read more

Insider Buying Week 12-07-24

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How long can the Trump stock market honeymoon go on? Of course no one knows the answer to that.  Anyone who thinks they do is self delusional at best or a charlatan at worst. Name: Jeffrey C Campbell Position: Director Transaction Date: 2024-12-04 Shares Bought: 6,000 Average Price Paid: $149.61 Cost: $897,644 Company: Marathon Petroleum Corp (MPC) MPC has over 135 years of experience in the energy industry and is a leading integrated downstream energy firm. The company is a major wholesale supplier of gasoline and distillates to resellers in the United States. The company transports refined products via one … Read more

Insider Buying Week 08-02-24

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Someone wrote last week that the situation in the market was ripe for a crash, reminiscent of the Crash of 1987. I lived through that, so I have some personal observations. The Fed had been hiking rates into a rising market. The market had become increasingly schizophrenic, rising sharply, then falling. Unlike then, the Fed has clearly signaled that it has stopped raising rates and plans to reduce them. Rates were also high, but the market had risen for nearly a decade and was due for a correction.  The Fed Chairman hiked one time too many, and the market swooned.  … Read more

Insider Purchases Last Week. Nvidia Ignites Massive CAPEX Expansion

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Something significant is happening when staid Dell Technologies is up 31% on its latest quarterly earnings. A giant uptick in capex spending is underway, and it is directly attributable to the stampede to embrace AI.   After a year or more of belt-tightening in tech spending, that moment has arrived, almost all at once, when companies realize they have to invest in AI or be disrupted or obsoleted by a Chatbot, robot, or some version of machine learning.  The architect behind this 20-year evolution is Nvdia. The lion’s share of the spend goes toward NVIDIA’s H100 or L40S GPUs — GPU Server For Deep Learning. … Read more

Insider Buying Week 7-28-23 Euphoria has Begun

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Last week pretty much heralded the end of the bear market.  True, long-lasting bull markets start with a plethora of insider buying. That’s obviously not happening.  I’m trying to figure out what that means.  Every significant market correction ended with a near explosion of the insider buying versus selling ratio going vertical. Right now, insiders are cautious. I think we should be too.  That doesn’t mean there won’t be anomalies.     Name: John H Stone Position: President and CEO Transaction Date: 2023-07-27  Shares Bought: 17,500 Average Price Paid: $116.62 Cost: $2,040,892 Company: Allegion plc (ALLE) Allegion plc, a leading … Read more

‘s Really Quite Simple Buy Guns and Gas-Insider Buying Week 11-5-22

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A miserable week, down 3.46% for the bulls ended on a positive note on Friday. The narrative that the bottom was in now seems shaky as stalwarts AMZN, APPLE, MICROSOFT, ALPHABET, and  FACEBOOk all plumb new lows. One thing for certain, the hurdle rate for stocks and all things investment-related is much higher. The 10 Year Treasury yield of nearly 4.5% and the Prime rate of 7% are the new realities. We ain’t going back anytime soon to the halcyon days of near-zero interest rates. I keep repeating my mantra- All bear markets in the last 20 years have ended … Read more