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Insider Buying Week 07-3-26 Bubble and Blackout

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Last week delivered two important messages for investors. First, the market continues to show remarkable resilience despite persistent concerns, suggesting buyers remain firmly in control. Second, cracks are beginning to appear in the AI infrastructure trade, with semiconductor stocks displaying increasing volatility as the SOXX Index swings sharply from optimism to uncertainty. While the AI story remains compelling over the long term, leadership may be broadening beyond the market’s biggest winners. This is often where disciplined investors find new opportunities. One area worth watching is insider buying. Recent purchases by directors and executives at companies including Cencora (COR), CarMax (KMX), … Read more

Insider Buying Week 04-19-24

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We are deep in the blackout period when most companies prohibit insiders from trading in their stock prior to quarterly earnings. It’s been ugly out there for the bulls. Name: Vincent P. DiFronzo Position: EVP,-Air Force & Comb Commands Transaction Date: 2024-04-12 Shares Bought: 795 Average Price Paid: $126.04 Cost: $100,202 Company: Science Applications International Corp (SAIC) Science Applications International Corporation offers technical, engineering, and enterprise information technology (IT) services primarily in the United States. The company’s offerings include IT modernization; digital engineering; artificial intelligence; weapon systems support, which designs, builds, modifies, integrates, and sustains weapon systems; and end-to-end services, … Read more

Insider Buying Week 1-6-23 When does the Bear Market End?

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All bear markets end with a crescendo of insider buying. There are a few ways to predict this pivotal event. The most reliable I have found, the ratio of insider buying to selling, can be found at popular subscription services such as secform4.com.  I’ve included a few charts from the site to help illustrate this phenomenon of insider buying foretelling the end of the bear market. I wouldn’t expect too much buying at the moment, though, as we’re deep in the throes of the 4th quarter earnings blackout when insiders are restricted from taking advantage of these reduced prices.   But … Read more

Insider Buying Week 4-8-22

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  Curious how well insiders are doing with their buys? Scroll the significant buys of the last year. Merger activity increased significantly last week with six new deals announced and eight deals completed. There were 17 deals announced in the month of March, with a total value of $64.55 billion. I read from more than one source, that over $1 Trillion of private equity money is waiting to be deployed. Five companies we’ve blogged about have already been bought out this year.  We are fully in the nether world of earnings blackout.  It’s difficult anytime to discern the mood of … Read more

Insiders Unloading Stock before Earnings Continued Week 7-24-21

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Insiders Selling Stock Click on the spreadsheet above to see earnings release dates This may look a lot like last week’s post. You won’t’ see much in the way of insider buying this month with the quarter just ended for most public companies. Almost all insiders are subject to blackout rules which can vary from company to company but generally at least 30 days before earnings and sometimes up to 45 days, insiders are prohibited from buying and selling their own stock unless they do it by the giant loophole that the SEC has allowed them, known as the 10b5-1 … Read more

Insiders Unloading Stock before Earnings

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Insiders Selling Stock   You won’t’ see much in the way of insider buying this month with the quarter just ended for most public companies. Almost all insiders are subject to blackout rules which can vary from company to company but generally at least 30 days before earnings and sometimes up to 45 days, insiders are prohibited from buying and selling their own stock unless they do it by the giant loophole that the SEC has allowed them, known as the 10b5-1 plan. It’s always hard to read much into selling as people sell the stock for a variety of … Read more

Lovesac might be Love Shack -Insider Buying Week Ending 1-17-20

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We are hard pressed to find much opportunistic in this week’s insider buying reports unless you think 20,000 newly acquired shares of Lovesac by the Chairman might do anything to arrest this falling knife.   Then again it wouldn’t take much to enact a counter trend rally.  LOVE is exactly that kind of small-cap neglected name is making giant one day moves in this current state of the broader rally.  Their sectional sofa line, affectionally named Sactionals might just be the product that moves the stock higher.  The company reported 40% revenue growth on Jan 13th,  although yet unprofitable. One of … Read more

Notable Insider Buys and Sales Week Ending 11-2-18

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Buys MHK Mohawk Industries  Billionaire Director Balcean continues to buy this beaten down carpet manufacturer with a purchase of $29.6 million at an average price of $118.42 SNX Synex Corp  The Washington Service wrote On Oct. 12, SYNNEX Corp. (SNX) shares fell to a three-year low of $72.83. As shown on the graph below, Director Matthew Miau purchased 122,202 shares of the IT supply chain services provider on weakness on Oct. 19, indirectly through Silver Star Developments Ltd. The $9.6 million buy is Miau’s first at the company and marginally increased his holdings, and represents the largest purchase in SNX’s … Read more

"The insomniac hedge fund guy" is a moniker Harvey Sax, the portfolio manager for The Insiders Fund has used from time to time on email, blog , and social media posts. While Mr. Sax is the portfolio manager of The Insiders Fund, these posts are not communications from, nor endorsed by, Alpha Wealth Funds, LLC or any of its managed funds. References to Alpha Wealth Funds or its affiliates are for identification only and do not imply sponsorship or approval. All registered trademarks herein are the property of their respective owners.

© 2026 Insomniac Hedge Fund Guy

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