George Soros- When you know you're right

High Conviction Trades- the Holly Grail of Investing

It was George Soros that said, "there is no amount of money too big to bet when you know you are right." It's the holy grail of investing. The trade that we are all looking for.  One where we can…


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

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…


Earnings Blackout or Insiders Backing Off? Roller Coast Week of October 4, 2019

The spike in insider buying that supported the brief rally in September has predictably collapsed in part because earnings blackout has begun, but equally important insiders buy their own company's…


Three of our Portfolio Stocks in The Insiders Fund were Discussed in this Week's Barron's

Grounding of Boeing’s MAX plane, labor troubles, and recession fears have haunted shares of American Airlines this year. But some investors are betting that the worst is over and the shares could…


Value Stocks Beckon Investors in Aging Bull Market - WSJ

The September assault on record levels is prompting many stock investors to shift toward value assets, which have trailed in recent years. Source: Value Stocks Beckon Investors in Aging Bull Market -…


As Buffett Laments Kraft Heinz purchase, his Partner ,Jorge Buys $100 million -Notable Insider Buys Week Ending Sept 20,2019

Kraft Heinz insider buying dwarfs all others.  While everyone is lamenting the purchase, including Warren Buffett who in a rare error stated publicly that he overpaid for Kraft Heinz, his partner in…


Coincidence or Insider Trading- $EW Insiders Sell Stock before Product Recall

Edwards Lifesciences, LLC, Recalls SAPIEN 3 Ultra Delivery System Due to Burst Balloons During Surgery, Which May Result in Vascular Injury, Bleeding, or Surgical Intervention The FDA has…