Ryman Hospitality Properties Inc

‘t Fight the Trend

by

The market pin action has been exceptionally strong.  Don’t fight the trend is a popular saying many people have uttered along with ‘ other profound market nuggets of wisdom. They work until they don’t.  Late breaking headlines about non-essential U.S. Government employees being told to leave the MidEast caused oil to spike $3 and the market to sell off some late Friday.  Yet full blown war between Israel and Iran is greeted enthusiastically. Perhaps too much so. Israel hasn’t been able to get out of Gaza, so Iran is a problem multitude of order more challenging. For the moment the … Read more

Insider Buying Week 11-15-24- Animal Spirits are Back!

by

After weeks of nonexistent insider buying, other than hedge funds which I generally dismiss as informed but not that meaningful OPM other people’s money, insiders have come back with a vengeance.  Some likely unleashed by Trump’s change of regime optimism, while others were likely motivated as the market prematurely selected winners and losers. Centene insiders began buying shares shortly after the election results raised concerns about government funding for healthcare. Enphase, already struggling, faced further declines as solar energy incentives came into question. Meanwhile, semiconductor stocks, with the sole exception of Nvidia, are dropping sharply due to the potential reintroduction … Read more

Insider Buying Week 08-09-24

by

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 8-18-23 before the Potential Powell Shitstorm in Jackson Hole

by

We look at insider buying this week before the potential shitstorm next week.  It’s hard to believe that Longs can make money on the S&P 500 before a looming Fed Chairmen’s speech on Friday, August 25, at the annual Jackson Hole conference The central bankers, policymakers, and economists at Jackson Hole attempt to steer the global economy.  Powell unveiled his Paul Volker channeling act last Summer, setting off a one thousand-point drop in the Dow.  That’s too obvious a trade and likely crowded. If Powell is interpreted as anything dovish on the rate hikes, there could be a rip-your-face-off rally.  But … Read more