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 Sales Week Ending 3-15-19

Insider buying versus selling week of 3-15-19 Last week was another lackluster week for insider buying. It was mostly last week news but Berkshire Hathaway bought a little more Delta.  Large (10%…


Notable Insider Buys and Sales Week Ending 3-8-19

The broader market went down every day of the week, capping off the worst week of the new year, inspiring pundits to question if the 10-year bull market was coming to an end.  President Trump…


Top Insider Buying and Selling Week Ending 2-9-18

    The Insider's Fund - Insider Report  $KKR, $AON, $KRG, $OSIS, $BCO, $ATNX, $DAL, $CELG, $DECK In this report, we examine stocks that C-level officers and directors bought and sold…


Interesting Buying and Selling 1-10-18

$BF.B , $CSU , $CAG , $CMI , $DAL , $WATT , $ENV , $FDX , $MLHR , $INOV , $LDL , $MAR , $NXST , $NUE , $PVH , $SSNI , $SFM , $STRP , $TOL , $WST , $XCRA   Selling Brown Forman Corp BF.B…


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…


Interesting Insider Buying and Selling 12-20-17

$ADBE,$GEL,$AXL,$BWA,$CMD,$LNG,$DAL,$HDP,$HST,$LDOS,$MAR,$MCRI,$PETS,$SAFT,$S,$STRL,$VEEV The Best Information is Inside Information Buying Adobe Systems Inc ADBE Director Banse Amy purchased 1,125…


Time to buy more airlines $DAL,$UAL,$LUV

I think the Trump admistration will eventually throw US carriers a big bone with some sanctions against the Gulf carriers and other state owned airlines plus some insider buying, low valuations,…


Notes from Enercom 2012

First of all men's suits are back in force.  Everyone is wearing a suit.  My big takeway besides men's haberdashery is that every single company presenting (and there are a lot of them- just about…