Smart Insider
Company ‘insiders’ can offer valuable clues to future share performance but investors can’t follow every trade. Identifying the ‘Smart Insiders’ through specialist desktop or quant feeds helps our clients achieve outperformance.
Desktop Service
Better data usually means less of it, not more. By customising delivery right down to user level we ensure that the frequency of delivery and alerts gives our subscribers the facts they need tailored to their investment process. Desktop alerts draw attention to key trades and give users the ability to look behind the headline data with comprehensive filtering and display tools. Every client is different so users can specify the method, timing and frequency of data delivery as well as define the stock universe which matters to them.
Signals Service
Our Signals service starts with our senior analysts getting hands-on with the data. Experienced minds review the data as a team throughout the day uncovering stocks where director trading patterns are most likely to indicate future share-price performance. Ideas and convictions are scrutinised before the team reach a view on companies by looking at trades by individual directors or multiple board members. The conclusions comprise our signals data along with commentary on why each conclusion has been reached.
Where stocks meet individual clients’ investment criteria the signals are communicated in a way that suits their work-flow. Bespoke services can include bespoke analysis of a client portfolio or other stocks of interest. Signals data does not include recommendations to Buy or Sell and stocks.
Quantitative Delivery
With around three million transaction records growing by 1,000 per day, our global insider transaction database dates back to the mid 1990’s in some markets. Each transaction has been scrutinised by our production analysts ensuring consistency, accuracy, and timeliness. Data is processed under consistent criteria using bespoke software tools and secondary data sources to ensure records are accurate and complete.
Whilst clients demand high standards of accuracy, data in itself is not the ultimate goal. Our historic data has a proven track record in giving signals which help clients improve their investment decisions. Coupling Investment grade insider data with more traditional data sets such as fundamentals, news flow, or broker estimates can lend weight to stock sentiment or identify new stock opportunities. Our clients use a variety of features within the data itself to test different hypotheses and can build their own algorithms based on conclusions from historical testing. Our operations staff are on hand to help with this by providing pointers to help with historical analysis, or delivering data derived on bespoke algorithms as required by each client.
Buybacks
Our Company buyback data tracks and analyses the amount and value of shares bought back by listed companies. Covering every market where buybacks are reported our global offering also includes ‘Buyback Intentions’ which are the announcements made before buybacks are executed. Our reports and alerts cut through the noise offering clients concise, timely buyback data tailored to their stock universe.
Politician Stock Trading
Transparency guidelines in the US require Congressmen and Senators to publish details of their trades in company shares globally. Though less stringent than regulations for company insiders the data shows which politicians have a vested interest in certain stocks and provides insight into where positions have increased or reduced.
Stock of the Week
$BVH US ranked positive on November 22d, 2021
Bluegreen Vacations Holding Corp – (BVH, +1, Nov 22th)
We originally ranked the stock +N on the 11th November post notable buys from Alan Levan (Chair and CEO since 1978) and John Abdo (Vice Chair since 1993). Since our ranking both individuals have continued to buy, approximately doubling their initial purchases.
Dusty Tonkin (EVP of Sales since 2021) has also joined the buying pattern, buying $100,000 of stock at $32.01. His only prior purchase was at $18.79 in May 2021 and it’s notable that he continues to buy into strength.
These new purchases are enough for us to upgrade our ranking to +1.
Check our Signals Performans and if you want to know more about this Signals Service by Smart Insider, please, email us at sales_admin@smartinsider.com or fill in the Contact Us form here.
$SLVM US ranked positive on November 15th, 2021 – Smart Insider
John Sims (Sylvamo Corp CFO since 2021, joined 1994) purchased $646,000 of stock on the 11th November at $30.46, increasing his holding by 44%. The company was spun-out from International Paper Company in October 2021. Sims made six non-option sells of International Paper Company in the four years prior to the spin-out and never made a purchase.
Gregory Gibson (Sylvamo Corp Senior VP since 2021, joined 2000) purchased $574,000 of stock on the same day, increasing his holding by 80%. These two large purchases shortly after the spin-out are very encouraging.
We are ranking the stock +1.
Check our Signals Performans and if you want to know more about this Signals Service by Smart Insider, please, email us at sales_admin@smartinsider.com or fill in the Contact Us form here.
