We took money off the table today in a bad tape with a good trade on Biogen

Biogen spiked handsomely today and we took money off the table in a bad tape. We wrote on May 4th, that we were particularly excited about Biogen. Two insiders had bought material amounts of stock…


No Time For Heroes

The Insiders Fund, went 80% to cash last Wednesday in part market-driven, in part disillusioned with the likelihood of a China trade deal.  The Fund had a great run up this year, over 24%, and now…


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

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…


Biogen is a Table Thumping Buy $BIIB

            Several new buys this week signaled a return to animal spirits. We are particularly excited about Biogen. Biogen (BIIB) had a double whammy over the last…


Interesting Buying and Selling 1-2-18

$BIIB, $XON, $ALGT, $BBBY, $DAL, $HFC, $PANW   Buying Biogen Inc BIIB CEO Vounatsos Michel purchased 780 shares at $320.55 for a total of $250k.  This was a planned purchase by a new CEO. We…


Top Stocks Insiders are Buying and Selling Week ending 12-1-17

$PSEC,$BIIB,$TEP,$MDCO,$ETM,$MELI,$ORLY,$LOXO,$SCHW,$INTU,$DATA,$HDP,$PEN,$CBG,$SHAK,$QLYS,$RJF,$DE,$PANW In this report we examine stocks that C-level officers and directors  bought and sold ending…


Pullback in pharma has created a compelling buying opportunity

The fundamentals are good for the health care sector in general.  Recent news articles on drug pricing/gouging are not likely to effect meaningful change for the overall group dynamics in my opinion…