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…


Biotech and Big Pharma Dominate this Week's Insider Buys

Odonate ODT's Chairman and CEO Kevin Tang has made open market purchases of more than $36 million in so far this June, including $10 million on the spot secondary at the highest price his paid all…


Carnival gets a nod from Barron's Roundtable

This weekend Barron's roundtable member, Brian Rogers, plugged our largest holding, CCL.  If it gets the bounce we expect Monday, we'll probably lighten up a little as we have an outsized position.…