REZI

Insider Buying Week 09-05-25 Q3 Earnings Blackout Begins

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Nothing much to write about regarding notable insider buys; there wasn’t much of note. But that Doesn’t mean there isn’t great profit making opportunities.  Does this portend something, or is it simply the end of the quarter and the typical earnings season blackout? It likely is the latter, although, personally, I feel the market is just waiting for some clarity. It’s a forgone conclusion, after Friday’s anemic jobs report, that the Fed will drop interest rates at its September 17th Wednesday meeting. The debate now centers on how many rate cuts will occur. One of the reasons I’m so open … Read more

Insider Buying Week 05-30-25-Could Harvard University go Public?

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It was a generally positive month, marked by tariff moderations and largely favorable economic news regarding inflation. Trump, possibly feeling the pressure from the family’s market short, delivered a Friday surprise with the statement, “China not playing nice.” On the surface, there appear to be no groundbreaking revelations, but as always, one must delve deeply into the underlying details. There is an unexpected insight today: creativity often emerges when one is cornered. Consider the actions of the Ukrainians this weekend. Be sure to read the opinion on the large KKR purchase by the Chairman of the Board of Harvard. On … Read more

Insider Buying 02-28-25 Be Fearful When Others Are Greedy and Greedy When Others Are Fearful

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CHAOS 2.0 unfolds as expected with a sharp drop in interest rates as market participants pivot from worrying about inflation to crumbling public sentiment and the likelihood of rising unemployment numbers.  The Atlanta Federal Reserve is projecting a contraction of the nation’s gross domestic product (GDP) of 1.5 percent in the first quarter, flashing a warning sign for the U.S. economy. The projection is a significant shift for the Atlanta Fed over the last few weeks that comes a little more than a month after President Trump took office. The Atlanta Fed last week was predicting 2.3 percent positive growth … Read more

What are Insiders Buying at Market Highs- Week 6-12-20?

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Fibrogen CEO Conterno bought 27,800 shares at $35.47.  After last year’s unexpected passing of founder and long-time helmsman Thomas Neff, FibroGen needed a permanent successor—and with its big roxadustat launch looming, that new CEO would ideally know the ropes in kidney and metabolic diseases. Conterno, who came from Lilly six months ago as its U.S. business chief and worldwide diabetes lead, became FibroGen’s new CEO, in January. This is his first open market purchase.  Here is a link to a  recent Goldman Sachs investor presentation According to their website, FGEN is dedicated to creating innovative, first-in-class medicines for the treatment … Read more

Notable Insider Buying Week Ending Nov. 22, 2019

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Please read the last paragraph before you invest.   Following insiders, although childishly simple and obvious of an idea, is fraught with danger.  You can lose money.  There are a lot of nuances to interpreting. For example, the significance of a billionaire buying $300,000 worth of stock is like the average person tippling the valet $5. It doesn’t mean much.  We try to grab the essence of an interesting buy with as few words as possible. Why does Aramark CEO buy $1.49 million of stock at $42.68? Perhaps he is jealous of seeing his Chairman of the Board make $1,000,000, 30% … Read more