‘s Retreat Continues to Spike the Market

While some stocks like the Magnificent Seven have had a phenomenal comeback year, many, many companies are depressed in value. For example, many REITs have poor returns, some as a consequence of the sharp rise in interest rates. Agree Realty had a return of -15.34% year-to-date (YTD.) Paying particular attention to significant insider buying is one way to force that discipline of buying cheaply on yourself. When not painting the tape or participating in required corporate ownership requirements, insiders are historically value buyers. This week, we highlight what we think are notable buys. Although we pay attention to selling, we … Read more

Insiders made some notable gains last week 9-01-23

August ended on a low note as all three leading market indexes lost ground, with the Dow Jones Industrial Average (DJIA) falling 2.5%, the Nasdaq down 2.2%, and the S&P 500 off 1.7%. Insiders made some notable gains last week on their purchases, but since they are subject to the short-swing rule, it doesn’t really matter much to them since any short-term profits would have to be disgorged. For the most part, these insiders were bottom feeders on depressed company stock. You can be an insider, too– by clicking here   Name: James Hollingshead Position: President and CEO Transaction Date: … Read more

Massimo and Apple Showdown coming soon to a screen near you-other notable Insider Buys

Learn How You Can Become an Insider Too – Click Here   The reality of significantly richer returns on risk-free assets like U.S. Treasuries has taken hold of investors’ psyches. The marginal excess returns that the stock market is likely to provide over the 10 Year Treasury are still mildly attractive. Considering the historic return of the stock market is 7.5%-8%, is the 3.7% to 4.18% risk premium above yesterday’s 3.82% 10 Year Treasury Yield worth it?  For some retired investors losing sleep over the market’s gut-wrenching volatility- the answer is clearly no.  Years of financial repression are over for … Read more

Insider Buying Week 7-8-22

  Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. The market retraced some of last months loss, the S&P 500 rallying a little over 2.6% in front of the wave of upcoming quarterly earnings reports. The Fed minutes from last month were released and the long end of the yield lost some of its recent rally. I still believe we’ve seen the bottom in long term bonds for the Summer as the specter of recession gets worse with plunging consumer confidence.  West Texas crude made an attempt at stabilizing around … Read more

A Busy Week of Insider Buying 8-20-21 and $CASI, a 10 bagger in 2 Years

For trade, details click on this link to the trades.  If there’s one name on this list that I think offers extraordinary opportunity, it would be Casi Pharmaceuticals. It’s been a painful holding for us but take a look at our analysis. CASI looks like a 10 bagger in two years or less. There is something very different now about this stock market than the one we started the year with.  There has been a steady collapse in speculative fervor across the entire market.  You only have to look at the embodiment of it, notable fund manager superstar, Kathie Woods … Read more

‘s ,You Should ask the SEC where they Were?

For trade, details click on this link to the trades  The efficient market hypothesis assumes that all current information is reflected in the current price of a security. According to the EMH, stocks always trade at their fair value on exchanges, making it impossible for investors to purchase undervalued stocks or sell stocks for inflated prices. When we look at insider buying and selling,  we are examining and theorizing the possible motives of the people that know the company the best.  What information do they possess that is not already priced into the stock?     Name: Moskovitz Dustin A … Read more