AMZN

Not Much in the Way of Insider Buys Week 10-9-20 but Kyle Bass files on $SBE

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LIQUIDITY SERVICES INC up 43.2% AMAZON COM INC up 2.92% Medtronic plc up There wasn’t much happening in new insider buys but when CEO Angrick bought 94,567 shares of Liquidity Services at $7.57, it lit a match under this dormant stock. LQDT roared 43% on this vote of confidence.  Liquidity Services operates a network of e-commerce marketplaces. Its online auction marketplaces include: Liquidation.com, GovDeals.com, Network International, GoIndustry DoveBid, IronDirect, Machinio, and Secondipity.com. Indra Nooyi has been regularly adding to her Amazon holdings since becoming a director.  This purchase of 92 shares of AMZN at $3,193.22 looks more like the former … Read more

Notable Insider Buys and Sales Week of November 3rd 2017

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$AMZN,$OHI,$ALGT,$BCO,$EDR,$WBA,$USG,$DAN,$GPI In this report we examine stocks that C-level officers and directors  bought and sold ending the week of September 22nd, 2017.  Insiders sell stock for a variety of reasons but they generally buy for just one, to make money.  We only look at material amounts of money, $100k or more, as anything less could be window dressing.  The bar is different on selling as the natural state of management is to be sellers.  Most companies provide significant amounts of their compensation packages as stock. Therefore we analyze selling for unusual patterns; such as insider selling 25% or more of … Read more

Top Tech Leaders to Meet With Trump – WSJ

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Many top Silicon Valley executives are expected to attend a meeting with President Trump on Wednesday that will help steer the complicated relationship between the incoming White House and the nation’s tech companies. Disclaimer. We are long Facebook for a trade with a small position in Apple.  Notable in the recent Trump rally is that tech stocks have been a laggard.  This meeting has the potential to create an outsized move in the stocks.  Trump has been a vocal critic of Apple and Amazon. Facebook director, Peter Thiel, is on the Trump advisory committee.  Facebook also made an effort to … Read more

Retail Trifecta Insiders buy Target, Nordstrom, and Gap

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Retail stocks have taken a hammering lately.  It’s fairly obvious to everyone that Amazon gets to play by its own set of rules, meager to non-existent profit margins while brick and mortar stores like the Gap, Nordstrom, and Target have to meet shareholder’s earnings expectations and pay hefty dividends to boot. Recent carnage has brought out some buyers: TGT Edwards Robert L Dir 11/20/15 Purchase 10,000 $71.10 $711.0K 4 n/a 10,000 $711.0K 11,560 641.0 GPS Peck Arthur L CEO 11/23/15 Purchase 37,150 $26.99 $1.0M 4 n/a 37,150 $1.0M 166,410 28.7% JWN Satre Philip G Dir 11/23/15 Purchase 17,600 $56.89 $1.0M … Read more

‘s Focus Growth Fund: A Brief Analysis

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by: Dr. Osman Gulseven In a recent article, I discussed the top holdings in Morgan Stanley’s portfolio. According the latest 13F filings, Morgan Stanley’s (MS) year-to-date performance was mediocre and below the S&P 500 (SPY) return. The investment banks mutual funds have been lagging behind the market since the last decade. The mediocre performance of investment banks portfolio shows that they take hard-earned money and invest in under-performing assets. They also charge management fees and hidden costs such as front-end/back-end loads, plus commissions you never heard of. Some companies charge up to 3% in management expenses. I was checking which funds … Read more