$AMCR

Insider Buying Week 11-14-25 the Busiest Week of the Year

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This was the busiest week we’ve seen this year for insider buying. You hear a lot about what a great year the market is having but the buyers of these stocks would vehemently disagree.  There are 61 buys we are monitoring and 55 of them are in negative territory for the year. Insiders are the consummate value buyer, preferring to invest in their own company’s stock when it is on sale.  Sometimes that might be taking a bullet for the team or trying to paint the tape.  But when they buy in size with their own money, it’s likely they … Read more

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 02-14-25 Buyers Coming Back as Blackout Abates and Uncertainty Rocks Stocks

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As Q4 earnings announcements start to wind down, we would expect to see a pickup in insider activity. We are seeing that, particularly in sectors that have sold off in anticipation of possible Trump regulatory changes that would make business more challenging and potentially less profitable. Of course, no one really knows for certain about any of this as Trump has shown a great propensity to say one thing and actually do another.  He may be bluffing, posturing or may change his mind. It’s very unpredictable but you have to assume when insiders buy into this, they are considering this, … Read more