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…