insomniac hedge fund guy

Insider Buying Week Ending April 9th- Market making new highs without help from insiders

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For trade details click on this link to the trades % Trade Date Company Ticker Change Applied Molecular Transport Inc. AMTI 16.50% DELCATH SYSTEMS Inc DCTH 7.07% JOANN Inc. JOAN 4.49% REPUBLIC SERVICES Inc RSG 4.13% Howard Hughes Corp HHC 2.85% Science Applications International Corp SAIC 1.04% TCW STRATEGIC INCOME FUND INC TSI 0.07% TCW STRATEGIC INCOME FUND INC TSI 0.05% GREIF INC GEF -1.45% There was very little insider buying of note this last week.  If you rule out the almost daily offerings of new  SPACS which are for the most part future mediocre to poor investments by self-dealing … Read more

Insider Buys Week of April 2nd 2021

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For trade details click on this link to the trades Company Ticker GTY Technology Holdings Inc. GTYH You Harry L. Director 10% Owner 61.83% Designer Brands Inc. DBI SCHOTTENSTEIN JAY L Chairman 10% Owner 21.37% Designer Brands Inc. DBI Schottenstein Joseph A. Director 20.34% Green Brick Partners Inc. GRBK Brandler Harry Director 12.61% RHYTHM PHARMACEUTICALS Inc RYTM Meeker David P CEO 10.26% CASI Pharmaceuticals Inc. CASI He Wei-Wu CEO Chairman 9.76% APARTMENT INVESTMENT & MANAGEMENT CO AIV CONSIDINE TERRY Director 9.71% Epizyme Inc. EPZM MOTT DAVID M Director 8.23% REV Group Inc. REVG Rushing Rodney M CEO 6.95% RENT A … Read more

Insider Buying Disappears but it may not mean anything due to Earnings Black Out

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For trade details click on this link to the trades Thryv Holdings Inc. THRY 31.92% Veritiv Corp VRTV 9.07% Advantage Solutions Inc. ADV 8.72% Advantage Solutions Inc. ADV 6.96% Limoneira CO LMNR 6.71% APARTMENT INVESTMENT & MANAGEMENT CO AIV 3.59% Limoneira CO LMNR 1.58% Most people have never heard of these companies.  That’s where we are at in this cycle. That’s not a good sign for the overall market returns. When the companies you’ve heard of are not buying their own stock, it means they don’t see much value- or it’s flat in the middle of the quarterly earnings blackout … Read more

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The esteemed Ned Davis research letter might give The Insiders Fund an unexpected push toward the finish. As readers of our blog should know we’ve been pretty keen on the undervalued airline sector.  We especially like Delta here with its recent pullback in price.  We also own American Airlines and United Airlines.  We know we are in good company with Warren Buffett, Delta’s largest shareholder. I keep thinking he is going to buy Delta as one final hurrah.  That’s what an Investor Business Daily article said back in April. With the recent pullback, it might be more likely. The analyst, … Read more