3rd Quarter 2020 Partner Letter

3rd Quarter 2020 Partner Letter This letter is our report card to our partners. We strongly encourage you to read it carefully as often the difference between success and failure in investing boils…


The Home is Hot, but Not Much Else- Insider Buying Tapers off with 3rd Quarter Earnings Blackout

The market has been trending lower, all major averages are testing the 50 day moving average.  In this kind of juiced up market, technical traders have an unwarranted influence. My guess is that we…


Tech Stocks Long Overdue Comeuppance - Insiders are the Ultimate Value Buyer

Nothing like a thousand point drop in the Dow to remind you that stocks don't go up forever.  Neither do insiders blindly chase their stock price higher.  Just the opposite. They are the ultimate…


The Best August since 1984 but Insider Buying Slows Down Some

The following companies had large insider buying last week.  We are digging in to see what they see. For timely updates, follow us on Twitter. Pacific Ethanol Inc  PEIX Director Gilbert bought…


The Frenzied Bull Charges On- Insider Buys Week of Aug 21, 2020

Last week we sounded the bell on Rocket Mortgage. We said to own the 600 LB mortgage gorilla when it rolled over on the dud of an IPO.  RKT made our week, popping 30%. Follow us on Twitter .That's…


Insiders Who Nailed Market Bottom Are Starting to Sell Stocks - Notable Insider Buys 7-24-20

According to Bloomberg, as U.S. stocks climb to their most expensive levels in two decades, the executives in charge of the companies benefiting from the rally are showing signs of anxiety.Corporate…


Bobok til you drop: South Koreans roar back to malls as coronavirus curbs ease - Reuters

Perhaps there is some hope that shoppers will come back to U.S. beleaguered malls. Macerich (MAC) and Simon Property Group (SPG) insiders certainly hope so as they have bought millions of dollars…


For Dividend Safety, Try Regulated Utilities - Barron's

We blogged on this subject matter two weeks ago.  We bought Dominion Resources and the XLU utility ETF. Utility stocks might be more than a defensive investment.  Utility Stocks could be the new…


Notable Insider Buys

Amyris- what the heck? $AMRS Notable Insider Buys Week 2-7-20

  Simply Good Foods’s SMPL Director Brian Ratzan bought 10,000 shares at $22.98.  The newly capitalized Atkins brands has found what seems to be permanent shelf space in grocery stores and drug…


Notable Insider Buys Week Ending 1-31-20 $ANTM Is our Pick of the Week

Talk about a quiet week for insider buying.  Earnings season is in full swing and many insiders are on the sidelines due to earnings blackout, but this is ridiculous. Add to it the coronavirus…