$CHTR

Insider Buying Week 02-09-24 Is it the Super Bowl or the Ripping AI Bandwagon?

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Finally, there is some work to do in analyzing insider buying. It’s not much, but it’s better than the last three weeks of nonexistent purchases.  Still, the lazy move, and perhaps the best move, is to get on the AI bandwagon with the companies that have proven they can monetize Now.   The popular wisdom is that the stock market looks forward six months or so, but the reality is quite different. Earnings season is the proof of it. Companies that miss revenues and earnings expectations are punished with swift declines in share value. Those that significantly surpass expectations experience hefty, … Read more

Stock market Pundit Mike Wilson gets Egged- Insider Buying Week Ending 2-3-23

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Morgan Stanley’s head of equity strategist Mike Lee stood out from the herd last year calling the market sell-off in 2022. Not only did he get it right, but he also stuck with his guns and didn’t back down during the many gut-wrenching bear market rallies last year.  He’s been bearish since the market rally last Fall and has doubled down on what is turning out to be one of the most embarrassingly bad and brazen market calls I’ve heard in some time. He’s not alone, though. Almost every pundit I read or listen to, says the same thing. Don’t … 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

‘t In Yet

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  Curious how well insiders are doing with their buys? Scroll the significant buys of the last year.  Last week was a predictable short-covering rally in the most savaged part of the market, high flying cloud stocks and a smattering of nonprofitable tech players. NASDAQ stocks shellacked the most typically and predictably bounced back  10-15%. But don’t kid yourself. This isn’t the real deal, at least not for most of the bag holders. Every market correction for the last 20 years or as long as we have data for ends and only ends with a tsunami of insider buying. Whether … Read more