QQQ versus the RSP equal weighted S&P 500

Are stay at home stocks the "new dot-Com?

This is a post of a letter that went out to partners of The Insiders Fund, so there is not much new on this other than many of our holdings in the Fund skyrocketed today with a sudden reversal of…


Mercury General Auto Insurer Chairman Puts the Petal to the Metal

 Mercury General Chairman George Joseph buys $9.2 Million more of this California property and casualty insurer.  MCY  with a current 6.4% dividend yield and a 34 year history of consecutive…


Insider Buying Picks Up- Week Ending 5-15-20

Insider buying picked up this week across several depressed sectors like insurance,  small regional banks,  gaming, furniture, REITS, building products, restaurants and retailers, automotive and…


A Few Insider Buys in some Beleaguered Stocks Week Ending May 9th 2020

Private prison operator GEO Geo Group CEO Anthony Quinn continues to buy stock in this out of favor REIT play yielding an astounding 16.7% on Friday's close. In the most recent 10Q the Company…


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…


Insider Buys Week Ending May 1, 2020

Our pick of the week, EDI Stone Harbor Emerging Market VP bought 100,837 at $5.88 yielding over 15%. Combined with the discount to NAV, the distribution rate for EDI as of May 1 was 27%.  The Stone…


A Few Insider Buys and they Pay off Big -Week Ending April 24th

Director Stephen Luczo continues to buy when others retreat. This time he bought $1.1m of AT&T at $29.38.  When rates are near zero AT&T is paying out 7% dividend yield. He added to his…


Insider Buying Week April 17th

Insider Buying has all but Disappeared -for now, Week Ending April 17th

The tale of the tape is disappointing.  After an initial rash of buying, the insiders have disappeared. The most notable buy of the week was Director Stephen Burke's massive $6.59 million dollar buy…


In the Belly of the Beast by Howie Bick on Vornado Realty Trust $VNO

Analyzing VNO: Vornado Realty Trust Vornado Realty Trust is one of the biggest players in New York City Real Estate there is. Whether we’re talking about office, residential, or retail, they are one…


Fog of coronavirus war; where is the insider buying?

They say we are in a war with Covid-19. Like most wars there is a lack of quality information. We look closely at insiders to gauge the health of corporate America. There is this narrative that…