LILAK

Notable Insider Buying Week Ending November 8-2019

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As a rule, we only look at material amounts of money, $200 thousand or more, as anything less could just be window dressing. The bar is different from 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 as insiders selling 25 percent or more of their holdings or multiple insiders selling near 52-week lows. Another red flag is large planned sale programs that start without warning. Unfortunately, the public information disclosure requirements about these programs … Read more

Coty Insiders Get Serious Again- How Long can it Remain Public?

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It’s only going to get duller from here as we head into 3rd quarter earnings season blackout. With the trade war on hold until October and most insiders blacked out from buying pre-earnings release, there won’t be much to be learned from the insiders’ tea leaves. After the most buying all year, the market responded by rallying sharply. Now insiders have retreated with few exceptions.  They are Coty, the giant cosmetics company controlled by European investment firm JAB Ltd. Coty has struggled with weak sales and executive turnover. On July 19th, the company said it will restructure its operations and … Read more

Notable Insider Buys Week of 8-23-19 as Trump Tweets Scare Investors

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We are throwing out AESE as this wasn’t filed correctly and upon further review, it was deemed not to be an open market purchase Fossil Group insiders bought $2.2 million worth of this watch and teen wear company. FOSL group is in a race down the down staircase with decreasing revenues and decreasing SGA. Change Health Care is McKesson’s giant conglomerate of health tech companies recently gone public with Blackstone as their private equity investors. I haven’t had good luck with private equity IPOs, saddled with debt and selling institutional investors. This one doesn’t have any long term debt but it … Read more

Notable Insider Buys Week Ending May 17, 2019

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The market gets scarier by the day.  Wealthy individuals pulled their money out at record rates not seen in seven years. Black swans seem to be showing up in multiple corners of the world, China trade war, Iran real war, just to mention a few. None the less that didn’t stop a few insiders with conviction loading up on their company’s stock. In fact, it’s the most buying we have seen in some time. We highlight those over $200,000 in this report.