MS

Insiders Crush Markets- Average Buy up 8.11% vs.-0.77% for the S&P 500

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For trade details click on this link to the trades Waitr Holdings Inc. up 36% PLx Pharma Inc. up 35.2% GreenSky Inc. up 17.90% TENNECO INC up 15.90% SURO CAPITAL CORP. up 14.33$ Pandion Therapeutics Inc. 11.90% MultiPlan Corp up 6.32% AtriCure Inc.  up 4.74% MBIA INC up 4.70% MORGAN STANLEY up 4.35% Reynolds Consumer Products Inc. up 4.22% Paramount Group Inc. up 0.52% NATIONAL HEALTH INVESTORS INC down -2.38% G1 Therapeutics Inc. down -6.59% FLEXSTEEL INDUSTRIES INC down -9.05%   Director Ortale bought 266,113 shares of Waitr Holdings, a 2nd tier restaurant delivery service.   WAITR was on their way … Read more

What were insiders buying during this historic market sell-off?

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This was a week like none other- well, that’s not quite correct, a week like only 4 others in terms of market losses since 1945.  The Coronavirus put the stock market into intensive care. It remains to be seen if the general population follows it into the sick ward. The Dow  closed Friday, 357 points, or 1.4%, lower, on its seventh day in the red. At its worst, the index was down nearly 1,086 points. It dropped 3,583 points this week, including its worst one-day point drop in history on Thursday. On a percentage basis, Thursday’s 4.4% slump was the worst performance since … Read more

Banking On The Banks: Is Morgan Stanley A Buy?

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According to Richard Bove, you’d be stupid to even think no.  While Bove is right, it’s lagged all but one of the big banks (WFC) with just a 30% gain YTD, that doesn’t have any effect on future results.  The catalyst here is the full merger with Citi’s remaining 49%.  Morgan Stanley Smith Barney is at present, a mash up of decades worth of mergers and acquisitions with very little though given toward how to seamlessly blend the smorgasbord of corporate entities into a well oiled machine (Trust me.  I worked there).  The computer systems are a mess (supposedly being … Read more

Pension Pulse: Hidden Burden of Ultra-Low Interest Rates?

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Guest Post By: Leo Kolivakis via Pension Pulse: Hidden Burden of Ultra-Low Interest Rates?.   Matthew Philips and Dakin Campbell of Bloomberg report, Banks Join Pensions in Squeeze as Federal Reserve’s Low Rates Erode Profit:   The Federal Reserve, which cut its target for the federal funds rate to a zero-to-0.25 percent range on Dec. 16, 2008, said last month that rates would remain “exceptionally low” at least through late 2014. While the unprecedented period of near-zero rates is meant to aid an ailing economy, it poses challenges for banks, insurers, pension funds, and savers. The hope is that by making mortgages and … Read more

‘s Focus Growth Fund: A Brief Analysis

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by: Dr. Osman Gulseven In a recent article, I discussed the top holdings in Morgan Stanley’s portfolio. According the latest 13F filings, Morgan Stanley’s (MS) year-to-date performance was mediocre and below the S&P 500 (SPY) return. The investment banks mutual funds have been lagging behind the market since the last decade. The mediocre performance of investment banks portfolio shows that they take hard-earned money and invest in under-performing assets. They also charge management fees and hidden costs such as front-end/back-end loads, plus commissions you never heard of. Some companies charge up to 3% in management expenses. I was checking which funds … Read more