Calix shares are up strongly this week on positive second-quarter results and are up 70% since we positively rated the stock on management buying on the 5th of May. This is what we said: Donald Listwin (Chairman since 2007) purchased 30,000 shares on May 1 at $12.11, spending $364,000 and increasing his holdings to 1 […]
Pandora upgraded expectations for second-quarter results earnings on Wednesday, driving the share price higher. They are now up 94% since we positively rated the stock on director buying on the 17th of March. This is what we said: Anders Boyer (CFO, joined August 2018) purchased €1.3 million worth of stock on March 17th at DKK […]
Nu Skin Enterprises yesterday raised second quarter revenue guidance. The shares are up 81% since we positively rated the stock on the 24th of March on CEO buying. This is what we said: Ritch Wood (CEO, joined 2002) purchased 10,000 shares at $20.25, spending $202,000 and increasing his holdings to 153,000 shares. Wood has made […]
NetEnt AB yesterday announced a recommended bid from Evolution Gaming. The shares are up 65% since we positively rated the stock on the 29th of May on aggressive director buying. This is what we said: Henrik Fagerlund (Regional Managing Director) purchased 1.1 million shares on May 29th at SEK 43.10, spending €4.6 million. This is […]
QuantConnect, a data platform, recently published an article regarding US airlines taking into account buybacks data provided by Smart Insider. This is pertinent to current Federal bailout scenarios in the US. Here’s the link to the original.
Groupe Danone – (-1, 16-Jun-20) – Emmanuel Faber (Chairman and CEO, 2002) sold 36,000 shares on June 12th at €61.33, reducing his holdings to 41,071 shares. This is a reversal from a timely purchase he made in December 2018 at €60 and it is concerning to see him now turn into a seller at the […]
Since March 30th, Paul Salem (Chairman, joined 2018) has purchased $8 million worth of stock at $11 per share, and Keith Meister (Director, 2019) has purchased $18.6 million worth of stock at $11.50, on behalf of Corvex Management. These are confident purchases. Corey Sanders (CFO, joined 2010) purchased 24,991 shares at $12, spending $300,000 in […]
Well timed share purchase by IWG’s CEO Mark Dixon in March 2020. Last week’s successful fund raising the latest boost to performance. Here is what we said when we positively rated the stock on 17th March: Mark Dixon (CEO, founder, 1989) purchased 2 million shares on March 16th at £1.51, spending £3 million. While the […]
Assured Guaranty (AGO US, +1) – We ranked this stock +N on March 5th based on Andrew Feldstein’s (Chief Investment Officer, 2019) purchases of $1.5 million at $41. The stock has moved lower, but he has continued to buy shares, adding another $7 million worth of stock at an average price of $26.90. In addition, […]
We are seeing record numbers of insider buying in March 2020. FT article expanding on the topic using the data from Smart Insider database: https://www.ft.com/content/8c76c07f-0ee1-40d6-ad32-652c85646167
Oneok Inc – (OKE, +1) – Brian Derksen (Director since 2015) purchased $200,000 worth of stock on March 25th at $22.70, twice what he has spent on any of his prior purchases. This is Derksen’s fourth purchase, and his prior three were timely. We ranked this stock +N on March 20th based on a cluster […]
Parsons Corp (PSN, +1) – George Ball (CFO, 2008) purchased 30,000 shares at $29.40, spending $882,000. This is Ball’s second purchase and follows a 25,000 shares purchase in May 2019 at $29 with was timely. Charles Harrington (CEO, 2008) purchased 16,000 shares at $28.86, spending $462,000 in his first purchase in the stock despite being […]
Newell Brands Inc – (NWL, +1) – Brett Icahn (Director, 2018) purchased $3.2 million worth of stock on March 9th at $13.22, adding to the $6.6 million he purchased from March 4-5th. These purchases are direct and take his holdings to 1 million shares. Carl Icahn (10% holder) purchased 2.6 million shares on March 11th […]
Brinks Co – (BCO, +1) – Douglas Pertz (CEO, 2016) purchased 15,000 shares at $79.98, spending $1.2 million and increasing his holdings to 394,000 shares. Pertz is a “Smart Buyer” based primarily on his activity in BCO. His last purchase was in March 2019 at $72.92 and was timely. Past signals in this stock have […]