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…


The Best Way to Play Boeing is to Buy American Airlines $AAL

While many investors who have been richly rewarded by owning Boeing Co have seen sharp share price appreciation, I'd say owning Boeing is dead money for now. It will take weeks if not months for the…


Notable Insider Buys and Sales Week Ending 12-14-18

As the market has sold off, insiders are starting to take advantage of lower prices. This last week was disappointing as there were few notable buys.  They are listed below: Buys NMRK Newmark…


Panic around the corner? Notable Insider Buys and Sales Week Ending 12-7-18

As the market has sold off, insiders are starting to take advantage of lower prices. We are not yet at a level  where insiders are full throated buyers but several are willing to bet sizable sums of…


Notable Insider Buys Skyrocket Week Ending 5-11-8

Insider Buying versus Selling $TSLA,$DDR,$SOHU,$ETM,$XRAY,$FLR,$AAT,$CVS,$CUTR,$D,$TEVA,$TUP,$UAL,$MHK,$AMP,$GOGO,$TEGP,$SMG,$LCII,$AYI,$HTZ,$AYI,$MTSI,$MO,$HFC,$DATA In this report, we examine…


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…