$MBLY

Insider Buying Week 08-09-24

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Someone wrote last week that the situation in the market was ripe for a crash, reminiscent of the Crash of 1987. I lived through that, so I have some personal observations. Name: Thomas Arthur Bell Position: CEO Transaction Date: 2024-08-01 Shares Bought: 1,712 Average Price Paid: $145.04 Cost: $248,305 Company: Leidos Holdings Inc. (LDOS) Leidos Holdings, Inc. was founded in 1969 and has its headquarters in Reston, Virginia. Leidos Holdings, Inc. and its subsidiaries offer services and solutions in the defense, intelligence, civil, and health markets in the United States and abroad. The company’s segments include Defense Solutions, Civil, and … Read more

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