MAA

Insider Buying Week 11-03-23 Insider Buying offers Clues as to where Bargains might Await

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The difference between the 10-year Treasury Bond yield and the S&P 500 dividend yield is the largest it’s been since 2007.  The spread between interest earned on Treasury Bills and dividends reached levels not seen in 40 years. ~5% money market rates and an S&P 500 dividend yield of 1.52% cannot coexist indefinitely. This is not a condition for equilibrium. Something must give. Great amounts of money will be made in getting this right. In the immortal words of Dylan, the poet laureate, “Something is happening here; But you don’t know what it is.” The market changed its narrative last week from higher for longer … Read more

Insider Buying Week 8-11-23 and the Summer Doldrums

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We are not surprised by the momentum of the oil and gas sector, as it was only a matter of time before its strong fundamentals collided with short sellers and skeptical money managers. We wrote last week about the strong signals from Exxon’s latest quarterly earnings. Activist Exxon board member Jerry Ubben’s purchase of Exxon may have been the biggest act of his illustrious career.  CEO Darren Woods is transforming  Exxon into a juggernaut of earnings  AND the undisputed heavyweight of both hydrocarbons, renewables, and carbon capture. Its stands to dominate all.  According to Woods, there is no reason for … Read more

Top Stocks Insiders are Buying and Unloading Week ending October 27th

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$BK,$MRVL,$PM,$PNFP,$GS,$CVTI,$TACO,$T,$LMT,$MAA,$CLDR In this report we examine stocks that C-level officers and directors  bought and sold ending the week of September 22nd, 2017.  Insiders sell stock for a variety of reasons but they generally buy for just one, to make money.  We only look at material amounts of money, $100k or more, as anything less could be window dressing.  The bar is different on selling as the natural state of management is to be sellers.  Most companies provide significant amounts of their compensation packages as stock. Therefore we analyze selling for unusual patterns; such as insider selling 25% or more of … Read more