Showing posts with label #bakerbros. Show all posts
Showing posts with label #bakerbros. Show all posts

Sunday, July 17, 2016

Time for a Pullback?



With earnings season just kicking on, I should be sharing these more often. The thing is, I have a fairly busy summer myself so I honestly can't promise I will. Either way, the turmoil globally has been overwhelming as markets continue upwards.

It is absurd that the markets have become so stable & even powerful when we would anticipate them to sympathize to the international turmoil. Regardless, I'm personally predicting a pullback this week. It's definitely overdue. Therefore, I picked up UVXY on Thursday & held both overnight that night & am still holding. I may be completely wrong but we shall see soon.

Enough about me, here's the data I collected from Friday, July 15th:

13D's: HLF, LDRH, OSG (5), ATSG, CPXX, OKSB, LDRH, ECIG & JFC

13G's: JMEI, CLVS, WBAI, ALJ, DRI, CYRT, NI, BRG, XLNX, XLBH & FXS

Form 3's: ACHC, SRNE, BHLB, XRM, CNRM, TURV, PSMT, NNAN, CLCN, SUMR, CHRT, CATM, CRCM (2), DHR, WEX (3), ECIG, CIO, MSFT, CSLT & ESND

Form 4's (Insider Buys): AA (2), YORW (6), JGW, DCA (3), RILY, LII (9), ERC, DSU, DHG, RIPT, STAG (6), NNUTU, VWR, RHP, ED, VABK, MGLN, RNVA (2), FUR, SCG (2), CUBE, LMRK, AZZ, BLIN, KFS, LXRP, MDSY & CWGL

Form 4's (Insider Acquirements for $0): B (4), HBMD (11), KR (3), LIMA, BFA (2), PRMT, WSTC, SUMR, CHK (2), RGEN, VUZI (3), COO, SEAC (5), OPRX (2), YELP, VEEV, HCOM, OXY (7), ODP (4), AMRS (10) & NPTN (3)

Form 4's (Insider Sales): ADI, MMS, ALOG, UVV, B (4), OMN, K, LII, SYK, AMWD, XEC (3), CRS, USNA (2), YUM, PLD, AMID, ESSA, WDFC, VRTX, ANDE, COL, SWK, LKD (3), AKAM, NVTA, MON (2), UTHR, SIGI, STT, AOSL, IMPR (2), KMX (2), AGM (2), TYPE, ENBL, VSAT (2), XPO, DAL, ZSAN (2), SHAK (2), CTL, RGEN, AMR, NVDA (2), SAEX, GRUB, CPRT, GWRE, SMTC, MCK, AZZ, HSON, CVLT (5), NDAQ, GLPI, IQNT, QTWO, YELP, YUMA, DY (2), BCOR, GPN, CIEN, SUPN, PERY (2), PLAY (2), VEEV, XTLY, LOCK, SUM, MOV, OXY (3), TAX, HQY (2), ROVI, AAC (2), OMER, LITE, WDAY, TDOC, ILMN, WEB, CRM (2), NILE, ANGO, TNET, CUDA, JCTCF, CBDS, IESC, MBFI, TUBE, XFTB & SYY

Form 4's (Insider Disposals for $0): ACHC, PNY (2), HBMD, BFA (2), ABM, SHEN, DAL, NGL, SHAK, COO & ATSG

I'm going to be brief on my wrap up notes because I have other things to do but the only CFO buying works for RNVA. The CFO's selling work forOXY, SUPN, DY, YUMA, MCK, CVLT, RGEN, VSAT, SWK, XEC, B, MBFI, SYY & PLAY. I always note the CFO's because I like to follow the money & the CFO's usually know what's up.

The largest buy on Friday via Form 4 goes to B. Riley Financial (RILY) with $865,161 worth of shares purchased. Overseas Shipholding Group (OSG) was a notable ticker from the 13D list because of the amount of filers. I pulled the chart & it looked as if it hit a double bottom not too long ago & is headed back upwards with potential to get back above $15 per share. The other very noteworthy 13D purchase was placed by Carl Icahn for Herbalife (HLF) who picked up 17M more shares of the stock. As for the 13G's, I noted that Steve Cohen has increased his stake by 71% in Alon USA Energy Inc (ALJ), picking up an additional amount of 2,691,948 company shares.

On the sale end of Friday, Yum Brands (YUM) was the largest sale with the CEO selling $3,979,601 worth of his shares. I also always find it interesting when I see insiders essentially selling their index like Friday's sale of Nasdaq OMX Group (NDAQ) of $1,669,822 worth of shares sold by the Executive Vice President. The largest sale from an individual shareholder last week sold on Monday, July 11th by a Facebook (FB) Director who sold off $169,791,612 worth of their shares.

That's all I have for now as I await the open of the global markets. I hope this helps somebody out there.

GLTA

Monday, April 4, 2016

Lots & Lots & Lots of Forms


Monday was stupid for me. None of my plays worked as planned but whatever. There's always tomorrow & there's always averaging down. I was hoping to jump back into swing trading with two feet but it's been awhile since I've been live everyday & planning. Anyhow, I hope that you were able to find some greens in your portfolio. I have a ton of tickers tonight so I'm starting now.

13D's: HOLX, SDPI, FSYS (2), INAP, PHM, SENH, ULUR (2), HMIN, TLP, CHMP, KCAP, GOVX, POWR, JMG, CWBC, AERG, MPLX, SNAK, DRYS, MPET, EDGW & SENS

13G's: AMTG (2), DNOW, MS, APPY, CDTX & HGR

Form 3's: TWOU, SXI, TCO, DCI, TSRO, CFG, WG, MMP, TBI (3), RDC, TWOC, UMPQ, CMI, JGV, IPHS, PII, LOCO (2), HBP, CNAT, CLW, AOS, DDD, BW, VRTU, POSL, CLR, OMI, ITECK, BFFI (2), JBT, MOR, NAVB, CDR, COO (2), XENE, SPRI, MCRI, GBT & ASYS.

Form 4's (Insider Buys): LTS, UEC (2), SXI (3), JXSB (2), RGCO (11), ISDR, SMG (3), SNHY, CMDH, CACI, CP (4), MBI, FAV (3), SNBC (2), TTGT, CNMD (3), CBI, TRV (2), TRS (3), MDSY (3), CFCB, ITUS, EEI, PESI, NMRX (3), EZPW (4), MHFI, DCA, EVLV, ATOS, OFG, DXYN, SSEN, SSFN, EML (3), EGN (3), YUM (4), DRE (5), RLJ (4), DNR (6), ATO (2), WSTC (5), SPE, ERC, T (8), GPC (6), CIK, RE, XON, PIR (6), FRME (9), SHW (4), LUB (10), ECG, GNOW, MSI (2), SYF (8), JLL (2), NCR (2), NC, REPR, GBLI (8), VTR (6), EOG, POL, AAP (11), GSVC (2), INTI, TROX (6), LYV, ABMD, MLVF, ATHN (2), FL, VBFC (11), EXAC (3), NFC, WTFC (12), SHEN (2), ICFI (8), CXP (8), VRTU, HZO (2), WCUI, AGNC, GWR (9), TWMC, CHRW (2), ISBA (4), KNL, JPM (8), LXP (2), AEHR, LLNW (3), LGF (7), MYL, DLTR (4), SRDX (3), NOC (3), FCX (5), WTR (5), CINR (2), RLGY (3), MBFI (3), CNBKA, TINY (5), MFRM (2), TYG, TPZ, CCP (2), HAMP (2), ED (2), INCY, ELS, CNC (6), ITRI, AEHR (2), AMRH, HNRG, DRAD, IZEA (6), PTSI (7), GLF (2), CYRX (2), HNRG, APC (6), SDPI, CWEI, ICON (3), VAPE, AAP, CORR (4), GDHX (3), TREX, BDCV, TIPT, FRSI, INTT, TWMC, TTP & ANAC

Form 4's (Insider Acquirements for $0): OVAS (3), CHDN, HSY (8), EGAS (4), CCOI (3), TCO, WEYS, FNJN, DIRI (2), ZDPY, ESE (4), MOSY, CCRN (9), BVA, OLP, BRT, HPP (2), CNMD, SKX (2), STLD, KAI (4), ROYL, STEM, TIF (7), MPLX, TECH, CVU, SGI (2), UFS (7), T (2), CVEO, DRQ (3), STS (6), ABCW (11), OYM (2), PII (2), IBM, CMCSA (5), NC (7), ITC (9), UWFI, STWD, JMP (5), OXM (4), HBP, DHIL, GM (10), NWS (5), ARP, WWE (6), VRT (2), SPAR (14), CFX (4), POL (7), IESC (2), CLW, RYN (7), XL (5), MAT, BLT (8), ESNC, AAP (2), EXAS, KSU (3), BLK (14), AKAM, ECIG (3), CHSP, CENX, DDD, LVLT (7), AXE (12), SUN, EVHC (3), RLOC (4), WRE (3), PNC (3), IPHS (9), BBG, GRUB, CBR (3), FICO, SNBC (2), GTXI (2), AR, BRX (2), LB (5), IT (6), NAV, CIFC (4), ZBH, SHLD, FSS, LPAD, FSLR (8), ARE (5), INUV, MPW, ACAT (10), VG (9), USM (3), LYB (3), AOI (8), HAIN, WSTL (2), MAIN (8), GLDD (5), HZNP, GRPN (5), MSI (2), RLOG (5), N (5), DYII, MBFI, XRM (4), QCOM (3), GPOR (2), CDR, RSYS (3), CLNY (4), H (3), WMT (4), FCH (2), INT (2), YHOO (2), TAP (8), MITT (4), DF (4), GAIA (2), PRLB, NUAH, XTLY (2), AEGN, ARGS (6), OMI, OAK (7), DVA (9), INGR (9), FN, TBI, XELB (5), SBRA (2), BIOL, ZAYO (4), YUME & ST (6)

Form 4's (Insider Sales): SO, TLP, UFPI, IBP, CHDN, CLNT, PLAY (2), MAS, SMG, MFA (2), ADP (2), CACI, UCBI, SFE (3), IFF (5), CCOI (3), NGL,  FNJN, HI, CTXS (5), A (2), ORCL, MOSY, TIF (8), YUM (4), NJR, FNRN (6), EVBS (2), CCRN (7), GBNK (3). MHFI, FUL, ABCB (8), LARK, ZION, FNF, PEG, EPAY, MPWR, AVY, CNMD, YUM (3), DNR (4), TECH, ESND, ROST (2), MVF, VSTO (3), SGI (2), HMHC, UFS (4), SPE, GPC (6), EXTN, KO (2), ABCW (3), SASR (7), LKQ, CBI, DW, PANW, PAYX, SEDG (2), OXM (6), EGLT (3), IBM, CMCSA (5), CLB, FBHS, DHIL (2), GM (10),  NWS (4), IMPV (3), BAH (4), UTHR (2), GIS, EGLT, FIS, QTS (5), NUAN, MET, REGN, RNR, VNTV, KSU (2), ISTR (4), SKT, MAT, BLT (8), INBK (2), EXAS, AFSI, BLK (4), WMGI, AZPN (3), LEN (3), POPE, USAT, WABC (2), WEC, LVLT (7), HYGS, CLH, WMGI, LYV (2), BW, ATHN (2), ATRA, PNC (3), ARAY (3), IPHS (5), GRUB (3), CBR (2), EXR, WSR (6), HRWR, SAH (4), BRO (2), SSNC, CONE (3), LBY, HZO (2), CIFC (2), MON, AOSL, MTGE (2), KNL, BSFT, NANO, GPN, LLNW (3), FICO, LB (2), CAMP, ATML (8), AXS, FL, ASH, ACAT (2), BBY, GWRE, HIL IRDM (2), BCOR (2), USM (3), LYB (3), RLGY (2), STR (2), HMSY, JWN, MMI, CRCM, ATVI (2), MAIN (7), QTWO, EIGI (3), TTWO (2), VG (2), AAL, HZNP, GRPN (5), CENT (5), PEGI (5), VRNS, CSAL (2), ZOES, INCR, VCRA (3), RSYS (3), CHEF, NEWR, CNC, VER (2), FGEN, HR, INGN, EXP (7), ITRI, MCRB, PFPT, WLFC, GVA, RMGS, NROM, XELB (5), CRM, BIOL, DECK (4), INGR, BGMD (3), AZYO (4), ZFGN, NVDA (2), HCP, PEG, ESND,  FFWM. PATK, FNF, VNTV, AKAM, BW, CRCM, LBTY & FN

Form 4's (Insider Disposals for $0): PRAA, CTRN, WEYS (3), KTEC, OLP, BRT, MJN, T (2), STWD, BBG, EVOL, FBIZ, SNX, CWK, ATML, HMTV (2), CLNY, BSRR & RDC

I've got to be brief so...the largest Form 4 insider purchase today was for Mattress Firm (MFRM) at $4.419,410 worth of shares bought. The CFO's who were buying into their companies work for: UEC, SCI, JXSB, RGCO, CP, ICON & EXAC. Julian Baker bought INCY & Mr. Icahn bought HOLX - just an FYI. There may be something to it.

The largest Form 4 sale that I saw today was for NGL with $96,458,967 worth of shares sold. Next, the CFO's selling on Monday work for: SFE, CLNT, VSTO, ROST, TECH, DNR, ABCB, FNRN, CCRN, MOSY, CTXS, QTS, ISTR, INBK, EGLT, GM, DHIL, OXM, CBI, SASR, T, YUME, NVDA, BGMD, ZAYO, DECK, XELB, RMBS, MCRB, EXP, INGN, NEWR, RSYS, GRPN, TTWO, USM, WSR, STR, IRDM, ATML, ARAY, CAMP, LB, LLNW, CIFC, SAH, SSNC, LYV, LVLT, WABC, AZPN, AFSI, BLT & SGI.

Have a great night!

GLTA

Sunday, April 3, 2016

So Many Form 3's



So the world markets are open again & ready for yet another week. I will be blogging more since I'll be teaching skiing less again, too. I hope to keep the most extensive list of insiders available on a more regular basis. It truly helps my trading. Since I have an extremely long list of tickers for your homework pleasure tonight, I'm just going to get started.

13D's: AP, SHAK, NMRX, EMKR, BRFH, EIGR, BBW, TERP, PRGX, ACAD, MRTX, CRVS, DSKX, OVAS, SIAF, VIP, TKC, MDGS, VLP, GUID & CLDN (2)

13G's: STOR, CEMP & WDAY

Form 3's: PGCP, IIIN,CWAY, ATU, MYRG, ASTE, LBAI, WLFC, BJZ, BFZ, FOF, PSF, RQI, RNP, RFI, BHK, HYT, DSU, BHL, INB, UTF, BGR, CII, BJF, BDJ, BID, EGF, AIRM, BGT, CLVS, BFO, BOE, CSS, BME, BKT, BGY, BKN, BLW, BTA, BZM, MUI, MNE, MUA (2), BPK, BBK, BAF, TTC, BBF, BYM, BFK, BLE, MEN, MUC, MUH, MHD, MFL, MUJ, THC, MHD, MFL, MUJ, THC, MHN, MUE, MUS, MVF, MVT, MYC, TERP, EGLE, MCA, MYD, MYP, MIY, MYJ, TRNS, MYN, MPA, MQT, CSU, MYI, MQY, BLJ, BNJ, BQH, BLH, BSE, BNY, BFY, BSD, TRNS, RHT, CBAY (3), AVGO, BANC, SNSS 92), CNC, LIFE (2) & SPNC

Form 4's (Insider Buys): NRE, OPK (2), RELV, RBCAA (4), CRDE, SBFC (3), EMG, TROW, ERIE (3), GROW (5), GBAB, DYSL, HR, DTRM, CTRN, AT, MIK, GPM (2), HIBB, CAA (6), PESI (4), PEBO (4), WIA, OIS, SAFM (10), SBES, TG (7), MSEX (6), DXPE, IBCP (2), DGAS (2), EVLV (3), DXLG, WAGE, PZZA, FRAF (5), AIT (7), PFSI, JAEN, HSNI (2), NMRX, TDC, SPOK (7), TYL (4), MRIC (6), PCO (4), OMI, NATL (6), INCY (4), NLSN (5), EXC (14), CNBKA, ONB (8), ACAD, ECL (8), CONN, AZO (6), CMP (8), MTBF, CAPP, ADXS (4), SHEN (2), CLBH, CDOR, GTT (5), PAYD, PHII, SYY (10), ABMD (4), ORC (2), WTR (6), SWM (3), BLSP, AEIS, FBP (11), HRL (3), HIIQ, OA, HMSY (4), NYMX, ARC (2), ASCMA, MRTX, NA (3), GEQ, GGE & CWGL

Form 4's (Insider Acquirements for $0): CASS (2), CLH (11), IL (3), FBSS, HLX (2), DGSE (3), VBTX (5), MBUU, RLI, LH (4), BREW (3), SYRG (3), ENBL (6), ISNS, VLP, CVU (5), UEIC (7), TCO (6), SYPR (4), SKX (7), PIR (9), ALSN (2), GPX (4), VEEV, BEAV (6), HTA, CLB (6), REIS (3), ETR, EGAS, APEI (2), HWAY, IFF, IDCC (7), OSBC, CCOI, FIS, ECL (7), TNET, TRGP, CYS (8), PEGA, LANC, OLED (6), PFSW (4), HLT (4), EXPR (7), MWA, EGLE, HT (5), SAFT (2), AP, ABT (2), EGAS, H, STAA (5), SPLK (6), EE (4), UA (9), ZNGA, ACAT, SHAK (2), GTMM, PWR (3), CTO, FCFS, YELP, GES (3), AMRN, ACC, CDZI (2), NSP, DEST (5), AIQ, ASCMA (2), BXMT (5), GERN, AHT (3), ALSK (3), DIS (11), GOOG, MGRC (4), & GTS

Form 4's (Insider Sales): TCPI, SASR (6), ROYL, FNF (2), CTXS (8), CLH (8), IL (3), SNHY, TROW, SPH (6), COST, PETS, ADM (7), YUM, INTX, CIEN, ARG, ROK, NWN, RLI, LII (2), HIBB, LH (4), CLNT, GRNQ, BREW (2), CBIS, SYK, RYAM, WLFC (3), DXPE, DGAS (2), NTGR, AMWD, WAGE, SRLP (5), SYKE, TDS, MUJ, MVF, KFFB, UFPI, TECD, GPT, VEEV, WCN (2), VRTX, MTSI, MCO, CLB (6), TUES, LMNR, PINC (2), OMI, EPAM, SASR (2), ETR, APEI, EPIQ (4), IFF, MTRX, HHS, CPRT, GRUB (2), UNIS, IDCC, UTMD, TNET (2), WEB, EQGP, ACN (2), TRUE (3), ADXS (3), STOR, THS, SHEN, MDRX, PEGA, SHEN, QTWO (4), IFF, ALL, ORRF, MDRX, PRFSW (3), IPGP, AMP, SKUL, MPV, IMPV, AHP, GWRE, DDR, ABT, AHP (2), LVLT, ODP, SPLK (6), FBP (11), AVGO, VRNS, ADSK (2), ENOC, ZNGA, SIX, SNHY, OA (4), KSS (4), NVAX, AJRD, MPW (2), ELP, STCK, ENOC (3), ANC, AEPI, AMRN, CALM, ATVI, BWLD (2), CVGW, NEWR, KEG, AIQ, HDP, SMJ, SWKS, LMCA (2), ASCMA, QVCA, AAPL, POPE, RSPP, AHT (4), BXMT (3), MLP (3), CVCO, UTEK (2), ADBE (2), WDAY, ALSK, NEWP (4), ALK, GOOG, DMRC (2), SAFT, PAHC, DXCM, ROK, NA, WVVI, PATK, CTSH, EVC, LVNTA, FIT & UNIS

Form 4's (Insider Disposals for $0): SCS, PIR, OSBC, FIS, SNHY, GRMM, ACC (2), REY & PLD

So some of the things that I personally like to look for are tickers that cross multiple lists; especially, the buy lists for long potentials. The next thing I like to look for are ones that repeat day to day. Then, I look at the ticker's earnings report date because that is also a tell all with insider transactions. After I figure that out, I start pulling charts. Whatever your strategy is, I recommend refining it so that you are a master at what you practice. That all being said, I hope this report is helpful for someone out there.

Okay, Friday's largest insider purchase went to ACAD totalling $39,239,808 worth or shares by one of the Baker Bros trusts. Julian Baker also filed a buying 13D on the company. ACAD was a hot stock last week & may have more coming soon. The insider CFO's that were buying on Friday work for: CAPP, NA, FBP, WTR, ORC, PAYD, ADXS, AZO, TYL, AIT, MSEX, DYSL & GROW.

On the sale side, the largest went to STOR for $835,737,130 worth of shares sold. You also may notice that STOR had a 13G filed on Friday, too. Two other notable sales went to AAPL with an insider selling $29,553,526 worth of shares & GOOG with Brin Sergey selling another $25,180,592 worth of shares. The CFO's selling on Friday work for: DMRC, DXCM, ZNGA, SWKS, BXMT, CVCO, ALK, EQGP, QTWO, ADXS, KFFB, GRUB, PETS, CTSH, AHT, UTEK, MLP, ASCMA, KSS, FBP, SPLK, DDR, PFSW, ORRF, TRUE, SASR, WCN, RYAM, CLNT, LH, SPH, ADM, TCPI & CTXS.

Currently, our futures are down for US markets but a lot can change overnight. I hope everyone is able to find some green tomorrow.

GLTA