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Insider Selling Swamps Buying – Week Ending in May 4-2018

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$DDR,$RDN,$FB,$GRMN,$ORCL,$MA,$NYT,$DOCU,$BMN,$PYPL,$CRM,$MASI,$ALXN In this report, we examine stocks that C-level officers and directors bought and sold ending the week of May 4, 2018. Insiders sell stock for many reasons, but they generally buy for just one – to make money.  As a standard, we only look at material amounts of money, $100 thousand or more, as anything less could just be window dressing. The bar is different with selling, because the natural state of management is to be sellers. This is because most companies provide significant amounts of management compensation packages as stock. Therefore, with selling, we analyze for unusual patterns, such … Read more

$QCOM Qualcomm, please settle with Apple and move on!

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Our read here is that both companies will ultimately end up winners. We are long QCOM but have no idea on the time frame for this investment and it has yet to make us any money.  This Bloomberg piece is one of the better pieces written on this complex situation. Qualcomm is at the center of a secular revolution in semiconductors and we are highly confident in the long-term future.  First there were personal computers, next the Internet, then smart phones, and the next leg up will be automobiles of all types; traditional, battery, and autonomous.  Semiconductors are at the … Read more