$SMRT

Insider Buying Week 12-05-25 Is the Current Low VIX the Quiet before the Cannon Fire?

by

The market sustained its upward trend, advancing by 0.44%. The Nasdaq Composite demonstrated stronger performance, rising by 0.91%. The previous volatility spike in November appears distant, as the VIX has reached historic lows. While portfolio insurance may seem cost-effective in this environment, it is important to consider the current context.  Insurance never looks cheap when you need it and when it is cheap, you rarely need it.   Thus the goldilocks moment we are in. Insider purchases, which often serve as confidence indicators, are unavailable during the blackout period, which occurs at the end of each quarter before required filings are … Read more

Insider Buying Week 11-28-25

by

  Name: Lawrence Simkins Position: DirectorTransaction Date: 11-24-2025 Shares Bought: 1,000 shares an Average Price Paid of $231.06 for Cost: $231,063 Company: Lowes Companies Inc. (LOW) Lowe’s Companies, Inc. is a Fortune 50 corporation and the world’s second-largest home improvement retailer.  As of January 31, 2025, the firm operated 1,748 home improvement stores and outlets in the United States, accounting for over 195 million square feet of retail selling area.  Lowe’s was founded in 1921 in North Wilkesboro, North Carolina, and incorporated in 1952. It has been publicly traded on the New York Stock Exchange since 1961 under the ticker code … Read more

The Insiders Fund Not So Daily Podcast | Insider Buying

Insider Buying Week 08-15-25 The Insider Buying Spigot Opened

by

  The insider buying spigot opened a bit wider this week, but don’t mistake activity for conviction. Yes, we saw some heavyweight swings—Jared Isaacman dropping $16.3 million on Shift4 Payments and Amrize’s freshly-minted CEO Jan Jenisch betting $23.3 million on his construction materials spinoff. These aren’t lunch money purchases. But here’s what gnaws at me: in a world hypnotized by AI’s insatiable appetite for data centers and energy infrastructure, are we witnessing genuine bottom-fishing or just executives with more money than sense? Eli Lilly’s triumvirate of buyers—Ricks, Fyrwald, and Skovronsky—collectively dropped $2.7 million around $640 per share. That’s either supreme … Read more

Insider Buying Week 11-24-23 Are Investors the Turkey this Thanksgiving?

by

Trying to read the tea leaves and glean some information from insider buying patterns is seldom obvious.  Directors are generally required to own a percentage of their board compensation in the company’s equity.  Generally is the right word because this is not a requirement at every company.  Investors viewing this information have to weigh it against past purchases, if any, actual board stock ownership requirements, the relative size of the purchase, and, of course, the recent price history.  Are they buying near the highs or, more typically, purchasing shares at recent lows in price? Insiders tend to be value buyers, … Read more

Insider Buying Week 5-26-22 Best Week Since November 2020

by

  Curious how well insiders are doing with their buys? Scroll through the significant buys of the last year. The S&P 500 scorched the short-sellers, racking up the best performing since November 2020, up an astounding 6.19% for the week. So is this the all-clear sign?  We wrote last week a Temporary Truce in the Alpha War Zone that the insider buying sell ratio in the NASDAQ stocks looked like it had reached a short-term buy signal.  I hope you were able to take advantage of that. There will probably be a little carry through from such a big move … Read more