$BLCO

Insider Buying Week 03-13-26 Sitting on our Hands

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When the CEO-to-Seller ratio hits a 20-month high, the message is clear: Preservation is currently more important than participation. We are seeing “distribution” from institutional players to retail, and until the inflation data cools or we see a broader base of insider buying across sectors like financials and industrials, we are content to watch from the fence. The outliers are always worth a look, but for the most part, the best trade this week was no trade at all. Name: Richard H. Fearon Position: Director Transaction Date: 03-06-2026  Shares Bought: 1,000 shares an Average Price Paid of $306.34 for Cost: $306,340 … Read more

Insider Buying Week 02-27-26 WAR Street Bargains Average Insider Return 5.7%

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War adds a new calculus.  Predictable trends crumble in the face of the unpredictable nature of war. I can’t imagine it leading to anything significant enough to disrupt the market.  If this war is over in days or a few weeks, expect a rally. If it lingers on for months, then this is a different game board. Gold Up, Oil up, Dollar stable or up, defense stocks strong.  Insiders don’t play these kind of macro events as their crystal ball is no better than anyone else. We focus on reading the tea leaves left by these insiders.  Average weekly return … Read more

Insider Buying Week 08-09-24

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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. Name: Thomas Arthur Bell Position: CEO Transaction Date: 2024-08-01 Shares Bought: 1,712 Average Price Paid: $145.04 Cost: $248,305 Company: Leidos Holdings Inc. (LDOS) Leidos Holdings, Inc. was founded in 1969 and has its headquarters in Reston, Virginia. Leidos Holdings, Inc. and its subsidiaries offer services and solutions in the defense, intelligence, civil, and health markets in the United States and abroad. The company’s segments include Defense Solutions, Civil, and … Read more