GE

‘s Easy to Understand Why

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  Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. The bear case continues to grow as interest rates resume their relentless rise. The war in Ukraine drags on with Russia pummeling Ukraine in a war Putin cannot afford to lose and cannot win.  The U.S and the West cannot afford to lose either as billions and prestige are at stake.  It’s a dangerous situation with an unpredictable outcome when neither party can afford to lose. China doubles down on its zero Covid policy threatening to drag its economy into a … Read more

Insiders Put the Petal to the Metal as Animal Spirits Show Signs of Life

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Animal spirits are picking up.  This is the most buying we’ve seen since the market sell-off last December. One thing for sure, Insiders buy stocks when they think they are cheap.  Highlights are: Several insiders bought GE stock immediately prior to and immediately after Harry Markapolis’s interview on CNBC where he alleged fraud. Axogen Chairman bought $1 million worth of stock after the company she leads plunged 30% on weaker earnings forecast Outdoor billboard leader, Clear Channel newly appointed Chairman bought $913k at $2.28 per share.  CCO is loaded with debt. Three CIT insiders took advantage of low prices to … Read more

Is it time to buy $GE?

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Insiders have been steadily buying GE stock all the way down its ugly slide into ignominy. Four insiders alone bought over $55 million worth of stock last week while most analysts couldn’t downgrade the Company fast enough. This is the ugly truth about Wall Street research. It’s little more than Ivy League MBA and CFA cheerleading teams.  They all love the stock at the highs and abhor it at the lows.  It’s endemic buy high and sell low is the mantra of cheerleading Wall Street whiled insiders traditionally practice that old boring practice of buy low sell high. Our technical analysis … Read more

20 Beneficiaries of the Shale Gas Boom – ABB, DRC, EMR, GE, SI – Foolish Blogging Network

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Repercussions from the surge in unconventional energy sources are being felt across the capital goods space, particularly in those verticals that are closely tied to gas power generation. Therefore, I believe this is a theme that will become particularly investable in 2013.Electrical equipment IndustryPressure pump manufacturers: The pressure pump manufacturers are the most direct beneficiaries in capital goods of the shale gas revolution, particularly if this extends from the US into other markets such as China. In this space, the two global leaders at present are Weir Group NASDAQOTH: WEIGY and Gardner Denver NYSE: GDI. Competition is intensifying in this field, with National Oilwell Varco NYSE: … Read more

JP Morgan Trade of the Week

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Of course the focus this weekend was on the NFL playoffs but we did try to put some reading time to work. JP Morgan’s trade of the week is going long GE into Friday’s earnings.  Wow I hate playing anything for earnings as stocks are specially volatile around those events and for most people volatility makes you do something stupid.  Instead, I’d analyze GE longer term and ask myself is this the kind of investment I want to own.

Blue Chip Is The New Alpha – Seeking Alpha

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We loved this provocative article from Seeking Alpha, especially the quote from Alexander Graham Bell.  We may be biased though as we are also long JPM,K,MSFT, INTC, MCD, PG and BP and the author, Stephen Perry, is interning for us this summer. Blue Chip Is The New AlphaJuly 30, 2012  | 3 comments  |  includes: AAPL, ABT, CL, CVX, DD, GE, IBM, JNJ, JPM, KO, MCD, MDT, MMM, MRK, MSFT, PEP, PFE, PG, T, TGT, VZ, WFC, WMT, XOMIts been difficult to find alpha in a market that is so volatile and dependent on global macro events, but I think Ive … Read more

Insider Buying: 7 Stocks With CEO Buys of at Least $100,000 in the Past Week

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by: Steven Kiel Each week I highlight large insider purchases made by the CEO. These purchases must not be option grants or exercises. I prefer to track insider buying at the CEO and CFO level, rather than at the Board level, because management should have a better idea of what’s going on in the day-to-day operation of the company. An insider buys company shares because they have confidence in the company and the stock, and occasionally these purchases foreshadow a coming catalyst. At the same time, these insiders are humans and can get caught up in the market and may … Read more