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The Insiders Fund Not So Daily Podcast | Insider Buy Sell Ratio

Insider Buying Week 05-16-25 The Best Insider Buy/Sell Ratio in a Year

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  The busiest week we’ve seen in some time.  In fact, it’s so busy that I would venture to say that a short-term bottom is in and there is a more room to the upside.  It’s basically all in now and I don’t often make a call like that. Of course, we won’t know that for months, but this is the most bullish Insider Buy/Sell Ratio in a year.  At least it gives us a lot to ponder. There are a lot of compelling insider buys this week.  As usual insiders are value buyers, preferring to buy their stocks nearer … Read more

Insider Buying 01-24-25 Contrarian Investors Pay Attention

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The market made new highs last week. The NFIB Small Business Optimism Index rose by 3.4 points in December to 105.1, the second consecutive month above the 51-year average of 98 and the highest reading since October 2018.  Trump has promised to fix everything that is wrong with this country, bring down interest rates, lower the price of gasoline, and tame inflation all the while lowering taxes and government spending.  Hoorah! like the Marines say.  What’s there not to like?  Maybe corporate insiders are just a we bit skeptical.  Combined with 4th quarter earnings blackout- well, there just isn’t much to … Read more

Insider Buying week 02-25-22 Yes, there is now Blood on the Streets

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  Curious how well insiders are doing with their buys? Scroll the significant buys of the last year. Figuring out the next move in the market has moved into the realms of multidimensional chess playing with cross-currents upon cross-currents swirling below one another, colliding into one another. Just look at the Fed’s dilemma now trying to tighten monetary policy in the face of a potential global conflict.   Putin has unleashed his single-handed insane determination to change the world order. No one knows where this goes and how it ends. Ultimately this war could trump all news but for now, … 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

Warning Insider Earnings Plays Can Be Hazardous to your Health Week 10-18-19

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WARNING- BUYING STOCKS BEFORE EARNINGS ANNOUNCEMENTS CAN BE ESPECIALLY RISKY. Stocks have outsized moves on earnings. We analyze these companies carefully where large insider buys might provide some insight. Insiders sell stock for many reasons, but they generally buy for just one – to make money. THE INSIDERS FUND invests in companies at or near prices that management has been willing to invest significant amounts of their own money in.  After all, who knows a business better than the people running it?  You’ve always heard the best information is inside information.  This is as close to “insider information” that an … Read more

UnitedHealth Care Plunges on Medicare for All Fears

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UnitedHealth Group’s stock may not be as sickly as it seems, at least that’s our read through on recent large insider purchases. CEO Wichman bought 20,000 shares at $231.79 spending $4.6 million while a Director purchased $1.5 million at $231.23.

Shares of the health insurance provider lost more than 12% in the days leading up to the large insider buys, losing roughly $35 billion in market cap. The weakness continued after UnitedHealth reported earnings, with the stock hitting a new 52-week low on comments made by the CEO about the Democratic Presidential candidates support of “Medicare for All.”

United Health beat earnings, raised 2019 earnings estimates and had excellent cost management but the earnings call and political noise spooked investors.  The back to back insider buys restored some confidence and have put a floor under the stock price, at least for now.  Without question, “Medicare for All”, would create an existential threat for United Healthcare as it would for all publicly traded health insurers.  Clearly, management doesn’t believe that will happen anytime soon.

Notable Insider Buys Week Ending May 10, 2019

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The market suffered its worse loss of the year, but that didn’t stop some insiders buying their own stock. We highlight those over $200,000 in this report. In this report, we highlight open market purchases from employees and directors of more than $200,000.  Insiders sell stock for many reasons, but they generally buy for just one – to make money.  As a standard, we only look at material amounts of money, $200 thousand or more, as anything less could just be window dressing. The bar is different from selling because the natural state of management is to be sellers. This … Read more

Notable Insider Buys and Sells Week Ending May 3, 2019 or Sell in May, Go Away

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  Several new buys this week signaled a return to animal spirits for a small group.  The majority of corporate America beat the drum beat, sell in May, Go Away. The market marched to a new high but not every stock participated. These buys represent value in an overvalued market, perhaps one long in the tooth.  We don’t aim to predict tops or bottoms but when insiders buy large amounts of their own company’s stock, they do it for one reason; to make money. We are highlighting notable buys over $200,000 as this represents something more than window dressing. Buys … Read more