‘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

Insider Buying Week 6-10-22 The Mood Darkens as the Earnings Blackout Envelopes

  Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. The S&P 500 lost 5% points in what was one of its most bruising outings this past week. It’s almost a foregone conclusion we will test the lows of 2022 and enter “bear market territory”.  At the cost of being labeled a Perma bull, I will proffer that that that is the time to add, rather than retreat. As painful as it may be, this is where insiders’ buying adds some confidence to a fragile and shaken market. Unfortunately, we are … Read more

Merry XMAS Money Never Sleeps 12-24-21 It looks like a New Day at Ford Motor

Curious how well insiders are doing with their buys? Click on this link or image above to scroll the significant buys of the last year. It’s a holiday-shortened week and it’s the 2nd to last week of the year. All companies that report on the quarterly calendar schedule are in a full-blown earnings blackout. No officers, directors, or 10% shareholders are buying and selling unless they’ve done it through one of the increasingly duplicitous 10b5-1 plans that regulators are beginning to scrutinize. Besides is there really much to get excited about?  Stock prices, real estate prices, and all matter of … Read more