$SAVA

The Beauty Health Co

Insider Buying -Interest rates may have peaked but the damage to earnings is just beginning

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Market gains are muted, and traders are quick to snatch profits.  Rallies are reversed almost daily as market direction is indecisive.  By many measures, bargains in the stock market are hard to come by.  The earnings yield of the S&P 500 is 3.98%, and the P.E. is historically on the low side.  Earnings surprises are met with a sell-the-news trading mentality.  The economy is showing signs of stalling, yet the Fed has made it clear, that if rate hikes are near the end of the cycle, high-interest rates will be here for quite a while.  10% car loans and 7.3% … Read more

One way this is not like 2008, Insiders are NOT Buying -Insider Buying Week 3-10-23

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This is LIKE 2008, contrary to what you may have heard about the recent Silicon Valley Bank failure.   Banks either don’t want to pay competitive deposit rates or can’t.  Competing with Fed Chairman Powel’s ~5%  treasuries is hard. Actually no banks can compete with it. Vast sums are being withdrawn from the banking system. Ironically the stock market is on the only place you will be able to compete with the yield crisis that the Fed is precipitating.  Many solid companies are paying good dividends with the likely prospect of raising them.  So tell me, how is this not like … Read more

Insider Buying Week 8-26-22 Jerome Powell Debuts at Jackson Hole as “Chucky “

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Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. Friday was a blood bath. The Dow dropped 1000 points. Jerome Powell played Chucky, the criminally insane doll that came to life.  With stunning, chameleon-like performance, he morphed into Paul Volcker, warning the investment community about the pernicious destructive nature of inflation.  Volcker is the Fed Chairman that was famous for crushing the inflation of the 1970s by running interest rates into the high teen percentage points. I personally think it was the most boneheaded policy I’ve lived through. the economic equivalent … Read more

First Carvana now Cassava Short Sellers get Mauled Insider Buying Week 8-19-22

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“All good things come to an end,” so the saying goes. They don’t all come to an end bumping up against the 200-day moving average, though. The historic run in the market began to look just like a bear market rally with Friday’s across-the-board sell-off. The market notched its first losing week in the last five. This week had something very everyone. Short sellers got slaughtered betting against Carvana and Cassava but got their reprieve with the news that Ryan Cohen dumped his Bed Bath and Beyond.  BBBY cratered 40%, meme stocks like AMC and GameStop got crushed, and Bitcon … Read more

Live Webinar Monday April 19th 6:00PM The Insiders Guide to Shredding the Markets

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I’m spilling the beans, the secret sauce during this live webinar. Everything I’ve learned in over twenty years of trading the markets including how we just earned 92% in 92 days in a diversified portfolio. Every question will be answered in the time permitted or by a follow-up email. I guarantee you that there will be something for everyone, beginner or the most sophisticated- this will be a live educational event you won’t want to miss. Click on the Image Above to Register for the Event or go to https://events.marketsmarttoday.com/webinar-apr-19-linkedin/ Lots of great stuff here are just a few of … Read more

‘s About Them Apples? Insiders Fund up 137% Trailing 12 Month Return

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We made 6x to 12x what we paid for SAVA in just two months   We just updated our one-month, three months, and twelve months return and were pleasantly surprised to see an eye-popping return of 137% for the trailing 12 months ending March. Some of that return can be credited to the general market.  The S&P 500 was up 56% but 81% of the Fund’s return was the excess return, in other words-alpha. The Insiders Fund performed admirably without taking excessive risks. We did this by concentrating our investment funds on our best ideas, not diversifying across dozens of … Read more

“Life imitates Art far more than Art imitates Life” – Oscar Wilde

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For trade, details click on this link to the trades COTY Inc up 16.52% BridgeBio Pharma Inc. up 6.69% Corvus Pharmaceuticals Inc. up 7.43% TWO HARBORS INVESTMENT CORP. up 5.53% Beyond Air Inc. up 0.90% Black Knight Inc. up 1.45% TWO HARBORS INVESTMENT CORP. up 4.`3% NU SKIN ENTERPRISES Inc up3.20% SVB FINANCIAL GROUP up 3.27% Adtalem Global Education Inc. up 0.80% LPL Financial Holdings Inc. up .72% EVEREST RE GROUP LTD down -2.07% CVS HEALTH Corp down 2.19% KKR & Co. Inc. down 2.83% Bumble Inc. down 5.88% Longeveron Inc.down 38.29%    Coty Insiders are at it again. Three … Read more

‘s Golden Touch Curiosity Stream $CURI

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For trade details click on this link to the trades CuriosityStream Inc. up 38.44% KULICKE & SOFFA INDUSTRIES INC up 11.98% GREENBRIER COMPANIES INC up 5.53 Apollo Endosurgery Inc. up 5.51% BIOGEN Inc up 4.13% UGI CORP up 3.79% Adtalem Global Education Inc. up 5.51% CALIX INC up2.94% Dun & Bradstreet Holdings Inc. up 0.9% CROWN CASTLE INTERNATIONAL CORP  up 0.88% UNITEDHEALTH GROUP INC down -1.33% Anthem Inc.  down -1.81% All it takes is a $million dollars sometime and a track record behind it.  Founder John Hendricks purchased 74,000 shares of Curiosity Stream at $13.50 on 2-8. By the end … Read more

Insiders Kill it Again- Largely Led by Cassava Sciences $SAVA a potential 200 Bagger

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CASSAVA SCIENCES INC up 28.59% CORPORATE OFFICE PROPERTIES TRUST up 2.57% GOLUB CAPITAL BDC Inc. up 0.54% HARTFORD FINANCIAL SERVICES GROUP Inc down 0.50% BROADCOM INC down -1.29% Casssava was up 28.59% on the week while the S&P notched its 4th consecutive week in decline, down 0.52%. There is an old adage on Wall Street, Sell Rosh Hashana buy Yom Kippur.  Historically it does show some uncanny consistency but perhaps it’s more from the fact the Jewish Holiday routinely falls toward quarter end when insiders are blacked out from buying their own stock than observant Jews absent from the trading … Read more

Insiders Largely Immune from Tech Momentum Sell-Off

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The Insider Fund had one of its best weeks this year, largely immune from the Nasdaq market momentum collapse. Investors that lack confidence bail easily.  Nothing engenders confidence more than seeing corporate insiders buying their own stock. The finger points the way to real time results.  If you are interested in our trades, follow us on Twitter.   CASSAVA SCIENCES INC  43.21% IGM Biosciences Inc.    38.01% Party City Holdco Inc.  18.49% FLEXSTEEL INDUSTRIES INC  16.10% GUESS INC  13.94% CHARLES & COLVARD LTD  13.51% Franchise Group Inc.  8.80% Biohaven Pharmaceutical Holding Co Ltd.   7.64% FLOTEK INDUSTRIES INC  6.25%  CRYOLIFE INC  4.51% SCHLUMBERGER LIMITED  4.35% AFFILIATED MANAGERS GROUP … Read more

Notable Insider Buying Week Ending 12-20-19

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CB Duncan continues to amass sizable buys of Enterprise Products Partners, LP.  This midstream oil and gas operator  yields 6.29%. This seems like a buy in a low yield world but bear in mind, several MLPs  in this space yield double digits and have sizable insider buying as well. If you believe the combustion engine will be replaced by EVs in the next 10 years, don’t buy these MLPs. I for one don’t believe the market appreciates the complexity and cost of making lithium batteries. A director bought $1.28 million of peer Energy Transfer Partners at $12.79 per share, yielding … Read more