RALLY ON

As the votes came in and the outcome of the Presidential election became clear,  investors voted with their dollars.  The market ripped 7.25% which was the largest election week rally in history.   Not even our insiders could compete with the raw animal spirits unleased by the belief that a Democratic President would be restrained by a Republican Senate.  Gridlock, strangely enough, is celebrated.  There is another narrative-perhaps it was a relief rally that the most disruptive and unpredictable President in a lifetime was gone?   Sprouts Farmers Market Inc. up 9.84% CHARLES RIVER LABORATORIES INTERNATIONAL Inc up 7.49% Del Taco … Read more

Massive Insider Buy in Selecta Biosciences $SLB and other Notable Buys Week Ending October 23, 2020

For trade details click on this link to the trades Selecta Biosciences up 23.20% Carnival Corp up 9.32% Del Taco Restaurants up 8.61% CITIGROUP up -0.32%   Director Timothy Springer has been on a buying binge with Selecta Biosciences.  This past week alone, Springer purchased 1,887,696 shares at an average price of $2.30 and 3,644,692 shares at $2.62 per share.  Between these two buys he shelled out $13.89 Million.  That’s on top of the $6 million he spent the prior week buying shares between $1.77-$1.99 a piece. So he more than doubled down on this buy and paid as much … Read more

Notable Insider Buying Week Ending 12-20-19

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

Top Stocks Insiders are Buying and Unloading Week ending October 27th

$BK,$MRVL,$PM,$PNFP,$GS,$CVTI,$TACO,$T,$LMT,$MAA,$CLDR In this report we examine stocks that C-level officers and directors  bought and sold ending the week of September 22nd, 2017.  Insiders sell stock for a variety of reasons but they generally buy for just one, to make money.  We only look at material amounts of money, $100k or more, as anything less could be window dressing.  The bar is different on selling as the natural state of management is to be sellers.  Most companies provide significant amounts of their compensation packages as stock. Therefore we analyze selling for unusual patterns; such as insider selling 25% or more of … Read more