What’s Eating $Uber? -Massive Lock-Up Expiration, Lack of Earnings, Ill-defined Business Model?
Something unusual will happen Wednesday Oct 6. Uber will have the biggest lock-up expiration in history. RBC Capital Markets analyst Mark Mahaney estimates that 1.7 billion shares will become…
Wright Medical $WMGI jumps after Bloomberg Says Exploring Potential Sale
Wright Medical Group (WMGI) is working with financial advisers to explore a sale, Nabila Ahmed and Ed Hammond of Bloomberg reported last night, citing people familiar with the matter. The ankle joint…
Ned Davis Likes Airlines - Barron's
The esteemed Ned Davis research letter might give The Insiders Fund an unexpected push toward the finish. As readers of our blog should know we've been pretty keen on the undervalued airline sector.…
High Conviction Trades- the Holly Grail of Investing
It was George Soros that said, "there is no amount of money too big to bet when you know you are right." It's the holy grail of investing. The trade that we are all looking for. One where we can…
Warning Insider Earnings Plays Can Be Hazardous to your Health Week 10-18-19
WARNING- BUYING STOCKS BEFORE EARNINGS ANNOUNCEMENTS CAN BE ESPECIALLY RISKY. Stocks have outsized moves on earnings. We analyze these companies carefully where large insider buys might provide some…
Earnings Blackout or Insiders Backing Off? Roller Coast Week of October 4, 2019
The spike in insider buying that supported the brief rally in September has predictably collapsed in part because earnings blackout has begun, but equally important insiders buy their own…
Three of our Portfolio Stocks in The Insiders Fund were Discussed in this Week's Barron's
Grounding of Boeing’s MAX plane, labor troubles, and recession fears have haunted shares of American Airlines this year. But some investors are betting that the worst is over and the shares could…
Value Stocks Beckon Investors in Aging Bull Market - WSJ
The September assault on record levels is prompting many stock investors to shift toward value assets, which have trailed in recent years. Source: Value Stocks Beckon Investors in Aging Bull Market -…