So I wasn't planning to track the insiders today but after I did track them, I really started to feel behind & somewhat regret not following them for the past several trading sessions. Regardless, tonight's list is rather light & was easy for me to create even though I did teach skiing today. Since I'm under the wire to publish before the East Coast rings in the New Year, I figured it's now or never for my last post of 2015. Here were the insiders that I tracked from Thursday, December 31, 2015:
Form 3's: TMP, RWLK (14), PPC, SGRY, YOD & RBA (16)
13D's: YOD, FSFR, FSC, VRX, OPOF, NKE, WBA (2), SSP, ARBJ, MXWL, ELTP, APPF, VISN & EGY
13G's: CVA, QLTI, PTX & GLMP
Form 4's (Insider Buys): MUX. AME (10), OPK, SONA, SYRG (2), FRAF (5), AMPG, AT (5), AFSI, XCO, RSCF (3), CLMS, JRO, GPCM, CODI, FKYS, SPDL (6), GBL, RAVN, LPAD (2), HRT, HCI, CLIR (4), ANGI, EUSP, TMK, INCY (4), RVLT, CUNB, WPT, UTI, HNRG, GSBD, CCD, JSD, GPCM, MPAY, TAGS, IGXT, MRLN & FFFC
Form 4's (Insider Acquirements for $0): SGB (3), AME, AOI (9), TW (7), SCI (4), AKER (4), GEVO (8), EAC, SPKE, PAA, ROCK, HBMD, BCOV (5), ISCO (3), TRMR, CCMP, HNRG, VAC, APO (4), ARI (7), HLT (4), WBA, NTRA, WCG & GOOG
Form 4's (Insider Sales): ORMP, INCR, LXP, AMWD, CSCD, FLO (4), SYRG (3), EPZM, COB (5), USPH, ICFI, UTHR, UCFC, DRE, GOOG, OLBK, NSL, GEVO (8), NTK, HSKA, LDL, CMN, TUBE, LOAN, OXY, ROCK, GBL, HMPR, SMSI (2), STON, SEDG, ANSS, RNR, MBI, SHAK, MPV, O, CBYL, ANAD (4), ORLY, TWI, MTSI (2), SCSC, OPHT, HRB, WBA, NLSN, CRM, NTRA (2), GNCMA, SWKS, DIL.NZ, W (2) & PATK (2)
Form 4's (Insider Disposals for $0): RJF, GRMN, DVD, CINF (4), HDSN, INNV, BKE, LPAD, CCMP, HNRG, CPIX, OZRK (2), AIV, WMT (4) & STML (2)
Since I have skipped so many days, I feel like my notes be a little lacking as I haven't been following repeat buyers & sellers & other things I like to track. Therefore, I'm going to keep this wrap up fairly simple.
The only notes that I really took on the 13D/G's & Form 3's go as follows. I saw that RWLK & RBA both had several new insiders leading me to believe they are either IPO's or there has been a changing of the guard (please bear in mind that I have not yet done any due diligence on these companies yet). I also observed that YOD made both the 13D increase list & had a new insider file a Form 3. Then, I also noted that WBA had two hedge funds or insiders increase their positions which is interesting as it was also on the sell list (in my opinion, as a diversion). Finally, I noted that one of the hedges increased their position in VRX.
On the buying side, I only noted that ANGI was the largest monetary value purchase that I saw with just over $2 million worth of shares picked up via an institutional buyer. I also noted that the CFO's who were buying into their companies work for: RSCF, IGXT, RVLT & AME. The CFO's whom acquired shares for free today work for: APO, ARI, CCMP, BCOV & GEVO.
On the selling side, I only noted that Brin Sergey (co-founder of Google who has been selling for awhile) has sold over $26 million more of his shares off. He was able to acquire a healthy handful for free to replace some of them, though. That was today's monetary largest sale. Other than that, I noted that the CFO's selling some of their shares today work for: HSKA, W, HRB, SMSI, GEVO, COB & LXP. GEVO was another company where the CFO seller (& the other inside sellers of GEVO) disposed of shares for money & in turn, acquired shares for free (just in case you hadn't noticed).
With that brief amount of information, I trust that everyone will be able to do their own due diligence to determine if some of these companies may be of interest.
Personally, 2015 was a doozy for me where I kind of got destroyed beginning with the Grexit & continuing throughout August. Since that, I have definitely fought back for a lot of losses & tracking the insiders has been one of the key elements for my gains. Also, I definitely would like to thank several of my friend's in the trading world that helped me get my head back on my shoulders after my account took some beatings (you know who you are & I am ever so grateful). It's amazing what some kind words & some helpful mentoring can do. I truly think this is one of those passions that we can always learn more as we go which is similar to my other passion skiing which they say is fairly easy to learn but takes a lifetime to master. I hope that we all learn & master more in 2016.
On that note, I wish you all a very healthy, wealthy & wise 2016!
GLTA
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Thursday, December 31, 2015
Saturday, December 26, 2015
Short but Sweet
I have taken some time off to spend the holidays with my family & friends but now that the Christmas hustle is over, I am able to study a little bit since I have taken this weekend off my fun skiing job. My postings may be light next week again as I will be doing a much more physically demanding work & will likely choose sleep over homework but while I have the free time now, I figured I would get you caught up to what insider transactions took place on Christmas Eve. Here they are:
Form 3's: OZM, NATR, H (2), FAV, NHS, NBO, NRO, NBW, BLCM, GRUB & AMRI
13D's: UNT, LSCG, BLCM, TLCC, IESRQ, GTE, RLYP, FSFR & REXI
13G's: PRO, SIMH, MWA, TTPH & HYF
Form 4's (Insider Buys): GIGM, SUNE (2), DYSL, OPK, AFSI, PULB, FMNB (4), MAR, UTG, XCO, NYMX, ATU (3), EMYB, GBCS, AXSM, NNUTU, LPG (2), PSEC (2), JTPY (3), QBAK, LXRP, AWH, UBPS, FFFC, APGO, EXCO, WFR, EXG & IGXT
Form 4's (Insider Acquirements for $0): BGCP, EMYB (3), TUBE (3) & GOOG
Form 4's (Insider Sales): PATK, SEDG, ACOR, SSP, DAL, HIL, CHTR, SHEN, ARG, ILMN, CTG, DPDW, OFG, OXY, OLBK, ACE, CSCD, STMP (2), ORCL, SLG, GOOG, CNTY, RARE, SWHC (2), ADS, DAVE, FAF, DXPE, NLN, MCI, TLCC, AMIB, VR & DRE
Form 4's (Insider Disposals for $0): KND, GSM (5), BGCF, SCHW, DVA, PEI, ZION, TUBE (3), BDSI, JTV.TO, APGO & GRUB
This list is extremely short so I feel like I need to be extra wordy with what I share with you this evening though I don't have much. My favorite that stood out to me was BLCM which had crossed three of my lists. This one was purchased by Julian Baker whom I always love to follow. The chart is already reflecting the upwards movement of the company. It may be worth my time on Monday if I can get in with the right bid.
Also, on the buy side I had noted that PSEC had the largest monetary purchase via insider with almost $7.5 million worth of shares purchased. I noted that FMNB had the most buyers with four & has been a repeater on my list for a couple of weeks now. Finally, the only two companies who CFO's were buying work for IGXT & ATU.
On the sale side I had GOOG with the largest monetary sale via insider who sold over $25.5 million worth of shares. It was Larry Page again doing the selling & free acquiring of shares. I only had one CFO selling on Christmas Eve whom works for DAL. When I searched my findings for the Chief Financial position though, I discovered that many financial institutions were on the sell end of things. I found this interesting as I had thought that the bankers would retain their bank shares into the actual rate hike. I guess I was mistaken for these companies, at least. This will be something that I will be paying more attention to. Since this list was so short, it was very noticeable this time around.
Well, that is really all I have for you right now. I hope that everyone is able to enjoy the rest of their weekend & get back to the swing of things Monday morning where hopefully, we all find green in our portfolios.
GLTA
Form 3's: OZM, NATR, H (2), FAV, NHS, NBO, NRO, NBW, BLCM, GRUB & AMRI
13D's: UNT, LSCG, BLCM, TLCC, IESRQ, GTE, RLYP, FSFR & REXI
13G's: PRO, SIMH, MWA, TTPH & HYF
Form 4's (Insider Buys): GIGM, SUNE (2), DYSL, OPK, AFSI, PULB, FMNB (4), MAR, UTG, XCO, NYMX, ATU (3), EMYB, GBCS, AXSM, NNUTU, LPG (2), PSEC (2), JTPY (3), QBAK, LXRP, AWH, UBPS, FFFC, APGO, EXCO, WFR, EXG & IGXT
Form 4's (Insider Acquirements for $0): BGCP, EMYB (3), TUBE (3) & GOOG
Form 4's (Insider Sales): PATK, SEDG, ACOR, SSP, DAL, HIL, CHTR, SHEN, ARG, ILMN, CTG, DPDW, OFG, OXY, OLBK, ACE, CSCD, STMP (2), ORCL, SLG, GOOG, CNTY, RARE, SWHC (2), ADS, DAVE, FAF, DXPE, NLN, MCI, TLCC, AMIB, VR & DRE
Form 4's (Insider Disposals for $0): KND, GSM (5), BGCF, SCHW, DVA, PEI, ZION, TUBE (3), BDSI, JTV.TO, APGO & GRUB
This list is extremely short so I feel like I need to be extra wordy with what I share with you this evening though I don't have much. My favorite that stood out to me was BLCM which had crossed three of my lists. This one was purchased by Julian Baker whom I always love to follow. The chart is already reflecting the upwards movement of the company. It may be worth my time on Monday if I can get in with the right bid.
Also, on the buy side I had noted that PSEC had the largest monetary purchase via insider with almost $7.5 million worth of shares purchased. I noted that FMNB had the most buyers with four & has been a repeater on my list for a couple of weeks now. Finally, the only two companies who CFO's were buying work for IGXT & ATU.
On the sale side I had GOOG with the largest monetary sale via insider who sold over $25.5 million worth of shares. It was Larry Page again doing the selling & free acquiring of shares. I only had one CFO selling on Christmas Eve whom works for DAL. When I searched my findings for the Chief Financial position though, I discovered that many financial institutions were on the sell end of things. I found this interesting as I had thought that the bankers would retain their bank shares into the actual rate hike. I guess I was mistaken for these companies, at least. This will be something that I will be paying more attention to. Since this list was so short, it was very noticeable this time around.
Well, that is really all I have for you right now. I hope that everyone is able to enjoy the rest of their weekend & get back to the swing of things Monday morning where hopefully, we all find green in our portfolios.
GLTA
Wednesday, December 23, 2015
Another Day in the Life - Merry Christmas
I apologize for my absence lately but I've been working out my trades based on stop losses because I've been doing my passion job of teaching skiing. I'm off for the next 4 days but them back on until 2016 so likely will be stagnant until January. I hope you are all surviving the holiday season & the quasi-Santa Rally.
Either way, here's what I've done: skied amazing powder, felt super accomplished improving people's skiing while they have a stellar time, successfully sold out of GLBL on a stop loss at $5.65, baked cookies, cleaned my house, prepped for a Christmas dinner party, sold most of my CBAY between $1.75-1.85, bought SQBG & have already gained over $1/share, getting excited for my ski down torchlight parade tomorrow night (Christmas Eve) with flares, get excited for houseguests, wrapping presents, dealing with watering the tree, etc, etc, etc. Enough about me, here is the the insider trading I gathered after the markets closed today:
Form 3's: AIG (2), HSII, FNB (2), UTG, BKYI, GLV, GLQ, GLO, STI, EGY, AQXP, ENIC, FITB, MPG, GRUB, GLUU & AMRS
13D's: SCRI, SCON, TK, NEO, PBY (2), IRC, ITCC, STKL, NATL, KHI, BOBE, SALT, CNX, EDGE, BONA, MCOX (2), XCO, SWWI, WLFC, NCAP, SYUT & ALJ
13G's: GNMK, SCRI, SUNE, CAFD, TCO, FSL, CWEI, JAGX & GNMK
Form 4's (Insider Buys): SNGX (2), OPK, AME, UEX, MNK, ENBL, MKTY, BVX (3), XCO, MLHR, RIT (2), MNR (2), VSEC (2), SLCT, SPKE, TIPT, NC (3), RELV, UTG (3), LPAD, OKS (2), PRSS, TWER, FREVS, BIOL, BEN, OPOF (2), DIS (3), EVBS, APU, AMID (2), UTGN, TLN, TKOI, QCRH, CPRX, PAGP, HCI, FSNN, RHP, PRKR, SUP, FMI, SHLD, HCAP (2), CLMS (2), TPHS, NEO, ESES, GVC, NSEC, PSEC (2), FELP, CNBKA (2), ASNA, XRM, WPT, SCRI (3), WAIR, JCAP, GTXI, UACL, SCOR (2), DLTH, DCOM (2), BBEP, EVA (3), MUX, CLUB, BOFI, EML, CEQP, LE, SHOS, CPTA, GBT, MOH, BAGR, FFFC, GULTU, CWGL, APU, XRM, ERHE & FSIC
Form 4's (Insider Acquirements for $0): DSCI, BDX, HPY (7), FDEF, SWM, GOOG (2), PRKA, MENT, BIF (2), BKFS, DIHC (7), EGY (2), FOSL, FOGO (2), VEEV (3), SLG, CIFC, IBM (3), DOOR, HTWR (5), AMRS, NEOG, SIVB (7), W (6), BGCP (4) & NPTN
Form 4's (Insider Sales): DSCI (4), XBIT (2), ACOR, SAM (2), SFST, HPY (7), CSCD, DAL, USCR, WY, CRK (2), SLCT, ZAYO, CCL, CUK, KR, RTN, GOOG (2), MSEC, NR (4), LEG, AMSWA, KBR, BIF, RLOG, SFNC (2), PNRA, SHAK (3), MENT, LTC, CIEN (8). VRNS, SHEN, NOW, HAL, GIMO, IRMD, MCBC (5), BV (2), NXTM, RHT, VEEV (3), FXCM (3), HBI, PANW (5), FNRN, EQR (2), CBOE, SLG, SHLD, GRUB, MTSI (2), AET, HCAP, AIZ, PYDS, SABR (2), EGRX, SIX (2), IBM (3), XRM, SFS, PHMD, HA, ACM, RLYP, SMTX, DISH, CVT, HTWR (4), EXA, ALKS, TMK, PMCS, TPLM, CRM, ROKR, TRUP, PSDV (2), AMBA, FB, SP, MTRX, SIVG (7), LNG, CRIS, DHX (2), CNC (2), SWKS, FGEN, ALOG, W (3), AMWD, DLB (2), BGCP (4), DRI (2), NPTN, PAHC, CUDA , SNGX (2), PENC, IGXT, DIS & NEWR
Form 4's (Insider Disposals for $0): OPK, HF, CPLA, AIMC, PDCO, TSO, FCEA, MORN, SRCL, VLO, IDT, TIF, FXCM, SAFM, AFSI, NBL, NEOG, KNX, CNC (2), CUB, CTIC (2), AMWD, CLGX & BGCP (4)
So, I'm a bit out of the loop as I haven't tracked in a hot minute. Either way, let's pay attention to the repeats still. Also, the one's that cross multiple categories along with the one's headed into or out of earnings & the one's with large catalysts. A clear one that sticks out instantly for me is SCRI hitting 3 nice areas (I need to chart tonight but haven't yet) along with PBP which Mr. Icahn increased his stake into.
As for the insider buyer list, nothing really stood out to me monetarily but seeing tickers like CNBKA, CWGL, CLMS, SHLD, TIPT & others on my list definitely make me want to look at their technicals. Some of these have been on my insider buy list for weeks or months. I also want to look into DIS based on it's current pricing & the insider activity. The only CFO's I saw buying today work for: IGXT, FFFC & CPTA.
On the selling side of the Form 4's, I could note that GOOG was the highest monetarily, as expected. The CFO seller list includes the following companies: SFST, ZAYO, HPY, CIEN, FXCM, PANW, LTC, TLN, TKOI, AIZ, IBM, DXCM, BBEP, NSEC, SFS, NEWR, PSDV, W & SABR. Also, the DIS CFO exercised options today. I need to catch back up before I share anymore of my notes than this, though.
Since tomorrow is a short day & most likely a very light insider day, I'll try to give my readers the most thorough list that I can as I do have tomorrow off asides the torchlight ski down. I hope everyone is able to find only profit in these markets. Take care & happy holidays!
GLTA
Either way, here's what I've done: skied amazing powder, felt super accomplished improving people's skiing while they have a stellar time, successfully sold out of GLBL on a stop loss at $5.65, baked cookies, cleaned my house, prepped for a Christmas dinner party, sold most of my CBAY between $1.75-1.85, bought SQBG & have already gained over $1/share, getting excited for my ski down torchlight parade tomorrow night (Christmas Eve) with flares, get excited for houseguests, wrapping presents, dealing with watering the tree, etc, etc, etc. Enough about me, here is the the insider trading I gathered after the markets closed today:
Form 3's: AIG (2), HSII, FNB (2), UTG, BKYI, GLV, GLQ, GLO, STI, EGY, AQXP, ENIC, FITB, MPG, GRUB, GLUU & AMRS
13D's: SCRI, SCON, TK, NEO, PBY (2), IRC, ITCC, STKL, NATL, KHI, BOBE, SALT, CNX, EDGE, BONA, MCOX (2), XCO, SWWI, WLFC, NCAP, SYUT & ALJ
13G's: GNMK, SCRI, SUNE, CAFD, TCO, FSL, CWEI, JAGX & GNMK
Form 4's (Insider Buys): SNGX (2), OPK, AME, UEX, MNK, ENBL, MKTY, BVX (3), XCO, MLHR, RIT (2), MNR (2), VSEC (2), SLCT, SPKE, TIPT, NC (3), RELV, UTG (3), LPAD, OKS (2), PRSS, TWER, FREVS, BIOL, BEN, OPOF (2), DIS (3), EVBS, APU, AMID (2), UTGN, TLN, TKOI, QCRH, CPRX, PAGP, HCI, FSNN, RHP, PRKR, SUP, FMI, SHLD, HCAP (2), CLMS (2), TPHS, NEO, ESES, GVC, NSEC, PSEC (2), FELP, CNBKA (2), ASNA, XRM, WPT, SCRI (3), WAIR, JCAP, GTXI, UACL, SCOR (2), DLTH, DCOM (2), BBEP, EVA (3), MUX, CLUB, BOFI, EML, CEQP, LE, SHOS, CPTA, GBT, MOH, BAGR, FFFC, GULTU, CWGL, APU, XRM, ERHE & FSIC
Form 4's (Insider Acquirements for $0): DSCI, BDX, HPY (7), FDEF, SWM, GOOG (2), PRKA, MENT, BIF (2), BKFS, DIHC (7), EGY (2), FOSL, FOGO (2), VEEV (3), SLG, CIFC, IBM (3), DOOR, HTWR (5), AMRS, NEOG, SIVB (7), W (6), BGCP (4) & NPTN
Form 4's (Insider Sales): DSCI (4), XBIT (2), ACOR, SAM (2), SFST, HPY (7), CSCD, DAL, USCR, WY, CRK (2), SLCT, ZAYO, CCL, CUK, KR, RTN, GOOG (2), MSEC, NR (4), LEG, AMSWA, KBR, BIF, RLOG, SFNC (2), PNRA, SHAK (3), MENT, LTC, CIEN (8). VRNS, SHEN, NOW, HAL, GIMO, IRMD, MCBC (5), BV (2), NXTM, RHT, VEEV (3), FXCM (3), HBI, PANW (5), FNRN, EQR (2), CBOE, SLG, SHLD, GRUB, MTSI (2), AET, HCAP, AIZ, PYDS, SABR (2), EGRX, SIX (2), IBM (3), XRM, SFS, PHMD, HA, ACM, RLYP, SMTX, DISH, CVT, HTWR (4), EXA, ALKS, TMK, PMCS, TPLM, CRM, ROKR, TRUP, PSDV (2), AMBA, FB, SP, MTRX, SIVG (7), LNG, CRIS, DHX (2), CNC (2), SWKS, FGEN, ALOG, W (3), AMWD, DLB (2), BGCP (4), DRI (2), NPTN, PAHC, CUDA , SNGX (2), PENC, IGXT, DIS & NEWR
Form 4's (Insider Disposals for $0): OPK, HF, CPLA, AIMC, PDCO, TSO, FCEA, MORN, SRCL, VLO, IDT, TIF, FXCM, SAFM, AFSI, NBL, NEOG, KNX, CNC (2), CUB, CTIC (2), AMWD, CLGX & BGCP (4)
So, I'm a bit out of the loop as I haven't tracked in a hot minute. Either way, let's pay attention to the repeats still. Also, the one's that cross multiple categories along with the one's headed into or out of earnings & the one's with large catalysts. A clear one that sticks out instantly for me is SCRI hitting 3 nice areas (I need to chart tonight but haven't yet) along with PBP which Mr. Icahn increased his stake into.
As for the insider buyer list, nothing really stood out to me monetarily but seeing tickers like CNBKA, CWGL, CLMS, SHLD, TIPT & others on my list definitely make me want to look at their technicals. Some of these have been on my insider buy list for weeks or months. I also want to look into DIS based on it's current pricing & the insider activity. The only CFO's I saw buying today work for: IGXT, FFFC & CPTA.
On the selling side of the Form 4's, I could note that GOOG was the highest monetarily, as expected. The CFO seller list includes the following companies: SFST, ZAYO, HPY, CIEN, FXCM, PANW, LTC, TLN, TKOI, AIZ, IBM, DXCM, BBEP, NSEC, SFS, NEWR, PSDV, W & SABR. Also, the DIS CFO exercised options today. I need to catch back up before I share anymore of my notes than this, though.
Since tomorrow is a short day & most likely a very light insider day, I'll try to give my readers the most thorough list that I can as I do have tomorrow off asides the torchlight ski down. I hope everyone is able to find only profit in these markets. Take care & happy holidays!
GLTA
Friday, December 18, 2015
The Big Decline & Now it's the Weekend
Today was a very red Friday which possibly indicated an early end to our Santa Rally. My expectations for volatility & gold that I had expected to see on Wednesday decided to happen today instead. All of the stocks that the QQQ follows took big hits today along with DIS on the official Star Wars release. Sure we often come to expect a Friday sell off but today was ridiculous. Luckily, the two investments I was actually in both fared well. My biotech ran green for parts of the day ending it .01 below where it started & my solar ran up 13% in the regular session plus another 2.5% in after hours. Weekends become really hard on those of us yearning for Monday's market to open so that we can make the next move but they give us a chance to breathe & potentially study, as well.
Now I must warn you that since we are in the busy season at my resort, I may not be fulfilling my daily blog for the next week or so. I apologize for the inconvenience there but teaching skiing & spending time with my family will be taking precedence. Hopefully, I can post at least a few times for everyone. For now, I wanted to at least warn everyone before I seemingly disappear. Anyhow, here were the insiders I spotted on Friday, December 18:
Form 3's: SVU, S, BIOL, MBA, CIT (2), WSTG, Q, VEEV, PERY, VRA, JCP, CLSN, MTCH, ALV, MASI, SCHL, HGR, OII, STRS (2), ARNA, EFOI & AMAT
13D's: NAV (2), SHLD, HAMP, MTZ, GMET, EZCH, KBIO (2), TSGLE, MSLP, RNDY (2), KELYA, PTSX, OPK (2), RLOG, OCC, PLM, BONA (3), EQY, AYR, RWC, CETV & MFRM
13G's: KMPH, CNLM, CADT, RFIL & KBIO
Form 4's (Insider Buys): PULB, ACNB (13), ISIG, CBK (2), PARR, MDB, BHB, CET (2), OKE (2), IMTKA, UPLD, BVSN, NWL, TACT, BIOL (2), JCS, CVO, FUNC (2), CPTA, SWX, SXC, OHAI (5), PRSS, PBSK, TWMC, HNRG (2), UVFT, ARQL, AMID, FMAO, GUT, ESES, ESP, NBBC (8), SSI, CSWC, SBSI (2), SYRG (4), TLN, HSNI, NFG, RWC, HRT, ICTV, LXRP, EVBS, USMD (4), CLC (5), MPB, DMLP (2), DNBF (11), MDVX, RELV, KBIO (4), NPBC, FRAF (2), IMCI, ATI, NANX, AZO (2), MXC, BZC, HAMP, ACAS, SUMR, OFLX, LENS, CRTN, CWCO (7), MUX, MIC, CETV, EXA, AINV (2), GABC (4), PSEC, HART (2), CNBKA, NYMX, SHLD, IILG (2), ASNA, POWI, GULTU, EFCT, NRP, BSGM, WDAY, CBIO (3), QSR, SMCG (2), CELP (2), WRES, ACI (2), ZGNX, NJMC, VNDA (3), RWA, CDTI & GABC (2)
Form 4's (Insider Acquirements for $0): SEV (2), ASTE, GTT (2), SYRG (4), LEE, LXRP (3), BKEP (2), T, CZNC, SBSI, CNS (7), NFG, HWCC, KEYS, LCUT, NEPH, FCS, CCE, NCIT, AMBA (5), CELG (5), Q, ITRI, VSAT (8), TE, ABT, IMMU, CROX, BRX, VNCE (2), ESCA, SCHL, YELP, MBII, HWCC, SBRA, FISV, SNI (2), WMT (4), MB (3), BLOX (2), AMAT, TACO (4) & PAHC (2)
Form 4's (Insider Sales): DTRM (2), NEE (2), PSTB, PGR (11), CNSL, DW, PLKI, NWL, NYNY, ANET, CHMG (5), TRMK, SCAI, WETF, HNRG (2), V, MTB, SKX, AMSWA (2), GUT, CRL (2), LMNX, RLOG, SYK, SYRG (2), DLTR, SIVB, KR, BCRX, SEM, ASNA, CSCD, KTEC, CLC (6), ED, AMRK, SOM, FCS, DMLP (2), SEDG, GWRE (3), MEET, NCIT, EEFT, EQY (3), APEI, SCRC (2), MSCC, FOE, DCT, FCB, PLAB, CELG (5), VR, CENT, UTHR, HRB, USNA, CARB, BOBE (5), JPEP (2), STRXA, VRA, PLAY (2), APOL, CLRB, NUAN, CTIC, VSAT (7), CWCO, TTWO, SAM, BKEP, SIX (3), DISCA, RWC, ABT, N, UPLD (2), NVAX (2), KFY, PYDS, DAVE, YHOO, VRTX, BEAV, ESCA, GAVC, YELP, PE, HART, HUBS, GMCR, SCLN, SHAK, RARE, HMHC (2), ASGN (2), ESS, MNK, TPC, CNXR, SNI (2), SHLD, OMCL, HIL, SWHC (2), SFNC, SBAC (2), CSU, GGP, SNCR, DXCM, NAC, FISV, WD, AVGO, AFFX, HEOP, HDD, AMBA (2), EMCI, CNSL, NUBA, TIVO, VRNS, CRM, WPC, CABO, MB (2), CNTY, MPWR, BLOX, OTIC (2), NVRO (2), PATK (2), FMBI, FGEN & PAHC (2)
Form 4's (Insider Disposals for $0): UDR, LEG, CCOI, SWX, CTIX, GTT (2), V, OCFC, FMN, LCUT, DMLP, ALOG, ZUMZ, STWD, UNFI, PN, TE, SFXE, ABT, IMMU, CROX, VSAT, BRX, FISV, SNI (2), GDP (2), WMT (4), CCI, FMBI, UIL (13) & JUNO
What a week! From the Santa rally, to the interest rate hike, to the solar tax cut, to the arrest of Martin Shkreli & the new Star Wars release, we had a wild ride this week. On top of all of this, I was expected to attend multiple Christmas parties & try to keep my brain & liver healthy. All that I can say is wow!
So let me quickly give some of my notes so that I can relax for the night. I noted that BIOL made multiple lists & may be one to watch based on the investor who was buying in today (Jack Schuler). I also have that SHLD crossed over many lists today, as well. Last time it did that, I got in & made a decent swing trade off it. I will need to do more homework before I jump in again but I do like its recent filings. Also, NAV stood out to me because Carl Icahn raised his stake in the company. Finally, the most obvious one that we saw cross over many lists was KBIO. I know that I failed to post yesterday because I had a lot going on but there were KBIO insider buys yesterday as well. I almost feel bad for these major investors & institutions who spent nearly $30/share not knowing that Martin Shkreli was going to be arrested which initiated the sell off yesterday. These KBIO forms were filled out prior to the arrest.
As for the Form 4 buys, please pay attention to the ones that are repeated quite often & the one's that have news coming. I only had notes that the CFO's I saw filing work for: AINV, CBIO, EXA, OHAI & BSGM. The largest buy today via Form 4 was for RWC for just over $5.5 million worth of shares purchased.
The largest monetary Form 4 daily sale that I saw pass through was for EQY disposing $373,710,000 worth of shares via three sellers. Then, the CFO's that I saw filing sales work for: AVGO, CSV, CNSL, BCRX, CLC, GWRE, VSAT, PLAY & AMBA. I don't typically report the option sales in this unless they sell all of them but I will mention that an insider actually exercised options & sold many shares of DIS today.
That is all that I have for now. Only time will tell if I do any blogging between now & New Year's. That being said be cautious & smart with the current market conditions. If you don't know what to do, sit the bench until the turbulence settles. I wish you all a Happy Holiday season.
GLTA
Now I must warn you that since we are in the busy season at my resort, I may not be fulfilling my daily blog for the next week or so. I apologize for the inconvenience there but teaching skiing & spending time with my family will be taking precedence. Hopefully, I can post at least a few times for everyone. For now, I wanted to at least warn everyone before I seemingly disappear. Anyhow, here were the insiders I spotted on Friday, December 18:
Form 3's: SVU, S, BIOL, MBA, CIT (2), WSTG, Q, VEEV, PERY, VRA, JCP, CLSN, MTCH, ALV, MASI, SCHL, HGR, OII, STRS (2), ARNA, EFOI & AMAT
13D's: NAV (2), SHLD, HAMP, MTZ, GMET, EZCH, KBIO (2), TSGLE, MSLP, RNDY (2), KELYA, PTSX, OPK (2), RLOG, OCC, PLM, BONA (3), EQY, AYR, RWC, CETV & MFRM
13G's: KMPH, CNLM, CADT, RFIL & KBIO
Form 4's (Insider Buys): PULB, ACNB (13), ISIG, CBK (2), PARR, MDB, BHB, CET (2), OKE (2), IMTKA, UPLD, BVSN, NWL, TACT, BIOL (2), JCS, CVO, FUNC (2), CPTA, SWX, SXC, OHAI (5), PRSS, PBSK, TWMC, HNRG (2), UVFT, ARQL, AMID, FMAO, GUT, ESES, ESP, NBBC (8), SSI, CSWC, SBSI (2), SYRG (4), TLN, HSNI, NFG, RWC, HRT, ICTV, LXRP, EVBS, USMD (4), CLC (5), MPB, DMLP (2), DNBF (11), MDVX, RELV, KBIO (4), NPBC, FRAF (2), IMCI, ATI, NANX, AZO (2), MXC, BZC, HAMP, ACAS, SUMR, OFLX, LENS, CRTN, CWCO (7), MUX, MIC, CETV, EXA, AINV (2), GABC (4), PSEC, HART (2), CNBKA, NYMX, SHLD, IILG (2), ASNA, POWI, GULTU, EFCT, NRP, BSGM, WDAY, CBIO (3), QSR, SMCG (2), CELP (2), WRES, ACI (2), ZGNX, NJMC, VNDA (3), RWA, CDTI & GABC (2)
Form 4's (Insider Acquirements for $0): SEV (2), ASTE, GTT (2), SYRG (4), LEE, LXRP (3), BKEP (2), T, CZNC, SBSI, CNS (7), NFG, HWCC, KEYS, LCUT, NEPH, FCS, CCE, NCIT, AMBA (5), CELG (5), Q, ITRI, VSAT (8), TE, ABT, IMMU, CROX, BRX, VNCE (2), ESCA, SCHL, YELP, MBII, HWCC, SBRA, FISV, SNI (2), WMT (4), MB (3), BLOX (2), AMAT, TACO (4) & PAHC (2)
Form 4's (Insider Sales): DTRM (2), NEE (2), PSTB, PGR (11), CNSL, DW, PLKI, NWL, NYNY, ANET, CHMG (5), TRMK, SCAI, WETF, HNRG (2), V, MTB, SKX, AMSWA (2), GUT, CRL (2), LMNX, RLOG, SYK, SYRG (2), DLTR, SIVB, KR, BCRX, SEM, ASNA, CSCD, KTEC, CLC (6), ED, AMRK, SOM, FCS, DMLP (2), SEDG, GWRE (3), MEET, NCIT, EEFT, EQY (3), APEI, SCRC (2), MSCC, FOE, DCT, FCB, PLAB, CELG (5), VR, CENT, UTHR, HRB, USNA, CARB, BOBE (5), JPEP (2), STRXA, VRA, PLAY (2), APOL, CLRB, NUAN, CTIC, VSAT (7), CWCO, TTWO, SAM, BKEP, SIX (3), DISCA, RWC, ABT, N, UPLD (2), NVAX (2), KFY, PYDS, DAVE, YHOO, VRTX, BEAV, ESCA, GAVC, YELP, PE, HART, HUBS, GMCR, SCLN, SHAK, RARE, HMHC (2), ASGN (2), ESS, MNK, TPC, CNXR, SNI (2), SHLD, OMCL, HIL, SWHC (2), SFNC, SBAC (2), CSU, GGP, SNCR, DXCM, NAC, FISV, WD, AVGO, AFFX, HEOP, HDD, AMBA (2), EMCI, CNSL, NUBA, TIVO, VRNS, CRM, WPC, CABO, MB (2), CNTY, MPWR, BLOX, OTIC (2), NVRO (2), PATK (2), FMBI, FGEN & PAHC (2)
Form 4's (Insider Disposals for $0): UDR, LEG, CCOI, SWX, CTIX, GTT (2), V, OCFC, FMN, LCUT, DMLP, ALOG, ZUMZ, STWD, UNFI, PN, TE, SFXE, ABT, IMMU, CROX, VSAT, BRX, FISV, SNI (2), GDP (2), WMT (4), CCI, FMBI, UIL (13) & JUNO
What a week! From the Santa rally, to the interest rate hike, to the solar tax cut, to the arrest of Martin Shkreli & the new Star Wars release, we had a wild ride this week. On top of all of this, I was expected to attend multiple Christmas parties & try to keep my brain & liver healthy. All that I can say is wow!
So let me quickly give some of my notes so that I can relax for the night. I noted that BIOL made multiple lists & may be one to watch based on the investor who was buying in today (Jack Schuler). I also have that SHLD crossed over many lists today, as well. Last time it did that, I got in & made a decent swing trade off it. I will need to do more homework before I jump in again but I do like its recent filings. Also, NAV stood out to me because Carl Icahn raised his stake in the company. Finally, the most obvious one that we saw cross over many lists was KBIO. I know that I failed to post yesterday because I had a lot going on but there were KBIO insider buys yesterday as well. I almost feel bad for these major investors & institutions who spent nearly $30/share not knowing that Martin Shkreli was going to be arrested which initiated the sell off yesterday. These KBIO forms were filled out prior to the arrest.
As for the Form 4 buys, please pay attention to the ones that are repeated quite often & the one's that have news coming. I only had notes that the CFO's I saw filing work for: AINV, CBIO, EXA, OHAI & BSGM. The largest buy today via Form 4 was for RWC for just over $5.5 million worth of shares purchased.
The largest monetary Form 4 daily sale that I saw pass through was for EQY disposing $373,710,000 worth of shares via three sellers. Then, the CFO's that I saw filing sales work for: AVGO, CSV, CNSL, BCRX, CLC, GWRE, VSAT, PLAY & AMBA. I don't typically report the option sales in this unless they sell all of them but I will mention that an insider actually exercised options & sold many shares of DIS today.
That is all that I have for now. Only time will tell if I do any blogging between now & New Year's. That being said be cautious & smart with the current market conditions. If you don't know what to do, sit the bench until the turbulence settles. I wish you all a Happy Holiday season.
GLTA
Wednesday, December 16, 2015
Finding the Next Big Trade
Now that the FED's decision is behind us, there is a bit less fear during our Santa Rally. I guessed wrong & picked DUST but got out as soon as I could. I took a small loss but whatever. DUST will run again soon but I was too anxious. I'm also still holding my little biotech & my solar which both acquired gains today. Regardless, I'm going to be slow this week to trade. I have a lot going on into the New Year so I may even start flailing more with my daily blog. I'm sorry to disappoint because we are all looking for the next big trade. Hopefully, we find it. Either way, here were the insider trades I saw on Wednesday:
Form 3's: SN, IPHS, KOS, UTG, CRMT, RTEC, GBLI, ANGI, ANTM, PMTS, BIND, ACHN (2), CDW, TRUE, EQIX, FSAM, RVNC, NHTC, THST & BANC
13D's: DSCJ (-), NBN (-), ACAS (-), NRGY, ISSI, FISI, SHAK, CEQP, ISSC, FAV, AER, QSR & RSTRF
13G's: SMLP (+), SIMH (2), ACTL & NYH (-)
Form 4's (Insider Buys): AYR (2), PSEC (5), EPRS, MTDR, SCIA, PGLC, VRNG (2), FRME, ANDE, BAS, ARGS (2), ESOA, NS, UBSI, VICR, CUZ, BFS, ARQL, HLIT, CBSH (6), SBSI, JCS, RSO, OFG, ERII, EVBS, OHAI (5), VVC, RYN, RLI, ONB, ZBRA (2), DRE, SXC, ETN, AFSI, TRCB, TWMB, AF (9), FUN, ARES, RELV, KFS (3), NAKD, IKNX, GRA, UNB, CMP (6), EVMN, APU, APPS, MNR 92), PULB, ESP, SMLP, VTVT, WBB, FRPH, CRMT, AVD, OFG, SOFO, MFA, FENX, MCEP, FIVE, NUTR, UVSP, MDVX, KRO, ZGNX, FRSH, FXCM, TRST, RLH (2), ACET (5), MRCC, RLMD (4), FHCS, NATR (2), KAMN, ESNC, SAVE, HBHC (13), CWBC, SUNS, FUND, ARCC, BMNM, GNCA (2), WPT (2), DD (14), AGX (2), NANX, DGI, REXI (2), LAND, SSI (2), HFBL, AMRH, ARCW, STR (3), STAG, MLVF, SQNM, MDVN, ARIS, ORN, BLL (4), GVP (2), CBK (2), ATI, OFED, EXA, NNUTU, JASN, PDLI, REN (2), CEQP, VER, ERI, SPLS, CSCW, WLH, THST (5), MDSY, QSR, PLRM, KTYB, GULTU, CUBN, CCD, EXA, CMCT & AGX
Form 4's (Insider Acquirements for $0): RJF (9), SN, LGL (5), HMPR (3), SBSI, MELA, ACIW, OA, TRCB, JWN (2), AF, EE, DPDW (2), GRMN (8), ACET (2), RUN, YCB (9), SCTY (2), SPG, INTL (7), IRM, LNKD, DPS, DLA (6), EXTR, TEL (14), TRUE, BLKB, WRE (8), ZEN (9), NFX, DMND, CBZ, GRPN, TPLM, RKDA, IRWD (2), LXRP, KBR, SHAK, DY (6), FB, SMTX, RVNC, INTL, STRZA (3), GOOG, RTK (2) & RNF (5)
Form 4's (Insider Sales): RJF (7), SNI, GENC, ZEN (7), HMPR (3), RKUS, KELYA, GPK, PLAY (3), RNET, TYL, EVBS, EMCI, AMSWA, NAO, K, VLGEA, DTRM, RLOG, BLL, ETN, ESS (2), BCR (5), CUO, PSA, EMCI, DGAS (3), CSCD, FDEF, KR (4), OIS, CVBF, GAS, PLKI, PMT, CRMT, CLH (4), LLY, SYK, BLD, BWEN, MFA (6), PEO, TMO, ARTNA, CLRB, GRMN (6), ASEI, VRA, CATM (3), HTLD, HIVE, ATHN, LPLA (3), TYPE (6), PANW, ANTM, LOCK, BWA, VR, HUBS, MAMS (4), CCF, SCVL, VRNS, KORS (4), RP (3), MHLR, TA (5), CBM, CTL, HA, BMY, GWRE (3), IRM, LC, LNKD (2), PLUS, YCB, SHAK (5), RGS, DGX, UTHR, ACAS, HBI (3), SONC (2), LNG, ANFC, CBG, PSA, NTG, BWEN, IT, USPH, SCSC, CL, PARR, BCLI (3), TEL (16), DHX, NFX (5), CNTY, ABCO, HIL, MTN, DMND (2), SFNC, JASN 95), WRK, LBTYK, BANR, DLA, CBZ, IMAX, OFED, DXCM, SXCL, RRC, GRPN, JIVE, CBDS, EOG (2), RKDA, OTIC (2), FCH, SCOR, SFY (2), CVT, EW, USNA (2), DY (6), FB (2), EXTR (6), NILE, SMTX, BRCD, PCL, XENT, INGN (2), AVGR, GEVO (5), CRM, RDNT, STRZA (3), PWN, FCFS, PEGI (7), RMD, CNCE, GOOG, XOXO, NOW (4), MOH, SGEN, PATK, SKX, RTK (2), RNF (5), CMN, PAHC, CNXR, TACT, PG, ATRA, UNF, QSR & CENT
Form 4's (Insider Disposals for $0): STL, SYKE, CBSH (2), XOM, PESI 92), AF (8), JWN, FCTY, RDNT, RJF, ESRX, LMNR, ATHN, SCTY, SPG (2), DPS, HBI (6), SONC, MDRX, LFUS, ACGL, NVRO, MNST (2), NVR, MDVN, CBZ, OFED, WEYS (2), SCOR, SHAK, AVGR, TPH & STRSA (2)
Okay, late nighters....it's getting late & I have a lot to do but here is my quick version. You may be too late on some of these but keep your eyes on them. The insider's know what is up.
Today's largest Form 4 buy went to QSR that touched almost each list. $596,441,940 worth of QSR shares were purchased via From 4 today but that is equivalent to the amount sold via Form 4. The second highest buy today went to CEQP with just of $12 million worth of shares purchased. As I typically like to "follow the money", the CFO's that were buying today work for: CBK, PDLI, AGX, BSGM, ARES, KFS, FENX, PSEC, RSO, OHAI, OFG & CMFN.
The largest sale I saw today was HUGE selling a whopping $4,000,000,000,000,000 worth of NTG shares. That's way too much. Oddly, QSR took second with the figure I just mentioned above. The CFO's whom sold today work for: ZEN, NOW, RKDA, FCFS, DY, CENT, GEVO, LC, ACAS, USPH, ESS, PSA, TYL, PLAY, RKUS & CATM.
Following the insiders can lead us to the next big trade if we study. I'm sorry I don't have more for you but it's a busy time of year for me. I hope that something in here is helpful to someone who reads this.
GLTA
Form 3's: SN, IPHS, KOS, UTG, CRMT, RTEC, GBLI, ANGI, ANTM, PMTS, BIND, ACHN (2), CDW, TRUE, EQIX, FSAM, RVNC, NHTC, THST & BANC
13D's: DSCJ (-), NBN (-), ACAS (-), NRGY, ISSI, FISI, SHAK, CEQP, ISSC, FAV, AER, QSR & RSTRF
13G's: SMLP (+), SIMH (2), ACTL & NYH (-)
Form 4's (Insider Buys): AYR (2), PSEC (5), EPRS, MTDR, SCIA, PGLC, VRNG (2), FRME, ANDE, BAS, ARGS (2), ESOA, NS, UBSI, VICR, CUZ, BFS, ARQL, HLIT, CBSH (6), SBSI, JCS, RSO, OFG, ERII, EVBS, OHAI (5), VVC, RYN, RLI, ONB, ZBRA (2), DRE, SXC, ETN, AFSI, TRCB, TWMB, AF (9), FUN, ARES, RELV, KFS (3), NAKD, IKNX, GRA, UNB, CMP (6), EVMN, APU, APPS, MNR 92), PULB, ESP, SMLP, VTVT, WBB, FRPH, CRMT, AVD, OFG, SOFO, MFA, FENX, MCEP, FIVE, NUTR, UVSP, MDVX, KRO, ZGNX, FRSH, FXCM, TRST, RLH (2), ACET (5), MRCC, RLMD (4), FHCS, NATR (2), KAMN, ESNC, SAVE, HBHC (13), CWBC, SUNS, FUND, ARCC, BMNM, GNCA (2), WPT (2), DD (14), AGX (2), NANX, DGI, REXI (2), LAND, SSI (2), HFBL, AMRH, ARCW, STR (3), STAG, MLVF, SQNM, MDVN, ARIS, ORN, BLL (4), GVP (2), CBK (2), ATI, OFED, EXA, NNUTU, JASN, PDLI, REN (2), CEQP, VER, ERI, SPLS, CSCW, WLH, THST (5), MDSY, QSR, PLRM, KTYB, GULTU, CUBN, CCD, EXA, CMCT & AGX
Form 4's (Insider Acquirements for $0): RJF (9), SN, LGL (5), HMPR (3), SBSI, MELA, ACIW, OA, TRCB, JWN (2), AF, EE, DPDW (2), GRMN (8), ACET (2), RUN, YCB (9), SCTY (2), SPG, INTL (7), IRM, LNKD, DPS, DLA (6), EXTR, TEL (14), TRUE, BLKB, WRE (8), ZEN (9), NFX, DMND, CBZ, GRPN, TPLM, RKDA, IRWD (2), LXRP, KBR, SHAK, DY (6), FB, SMTX, RVNC, INTL, STRZA (3), GOOG, RTK (2) & RNF (5)
Form 4's (Insider Sales): RJF (7), SNI, GENC, ZEN (7), HMPR (3), RKUS, KELYA, GPK, PLAY (3), RNET, TYL, EVBS, EMCI, AMSWA, NAO, K, VLGEA, DTRM, RLOG, BLL, ETN, ESS (2), BCR (5), CUO, PSA, EMCI, DGAS (3), CSCD, FDEF, KR (4), OIS, CVBF, GAS, PLKI, PMT, CRMT, CLH (4), LLY, SYK, BLD, BWEN, MFA (6), PEO, TMO, ARTNA, CLRB, GRMN (6), ASEI, VRA, CATM (3), HTLD, HIVE, ATHN, LPLA (3), TYPE (6), PANW, ANTM, LOCK, BWA, VR, HUBS, MAMS (4), CCF, SCVL, VRNS, KORS (4), RP (3), MHLR, TA (5), CBM, CTL, HA, BMY, GWRE (3), IRM, LC, LNKD (2), PLUS, YCB, SHAK (5), RGS, DGX, UTHR, ACAS, HBI (3), SONC (2), LNG, ANFC, CBG, PSA, NTG, BWEN, IT, USPH, SCSC, CL, PARR, BCLI (3), TEL (16), DHX, NFX (5), CNTY, ABCO, HIL, MTN, DMND (2), SFNC, JASN 95), WRK, LBTYK, BANR, DLA, CBZ, IMAX, OFED, DXCM, SXCL, RRC, GRPN, JIVE, CBDS, EOG (2), RKDA, OTIC (2), FCH, SCOR, SFY (2), CVT, EW, USNA (2), DY (6), FB (2), EXTR (6), NILE, SMTX, BRCD, PCL, XENT, INGN (2), AVGR, GEVO (5), CRM, RDNT, STRZA (3), PWN, FCFS, PEGI (7), RMD, CNCE, GOOG, XOXO, NOW (4), MOH, SGEN, PATK, SKX, RTK (2), RNF (5), CMN, PAHC, CNXR, TACT, PG, ATRA, UNF, QSR & CENT
Form 4's (Insider Disposals for $0): STL, SYKE, CBSH (2), XOM, PESI 92), AF (8), JWN, FCTY, RDNT, RJF, ESRX, LMNR, ATHN, SCTY, SPG (2), DPS, HBI (6), SONC, MDRX, LFUS, ACGL, NVRO, MNST (2), NVR, MDVN, CBZ, OFED, WEYS (2), SCOR, SHAK, AVGR, TPH & STRSA (2)
Okay, late nighters....it's getting late & I have a lot to do but here is my quick version. You may be too late on some of these but keep your eyes on them. The insider's know what is up.
Today's largest Form 4 buy went to QSR that touched almost each list. $596,441,940 worth of QSR shares were purchased via From 4 today but that is equivalent to the amount sold via Form 4. The second highest buy today went to CEQP with just of $12 million worth of shares purchased. As I typically like to "follow the money", the CFO's that were buying today work for: CBK, PDLI, AGX, BSGM, ARES, KFS, FENX, PSEC, RSO, OHAI, OFG & CMFN.
The largest sale I saw today was HUGE selling a whopping $4,000,000,000,000,000 worth of NTG shares. That's way too much. Oddly, QSR took second with the figure I just mentioned above. The CFO's whom sold today work for: ZEN, NOW, RKDA, FCFS, DY, CENT, GEVO, LC, ACAS, USPH, ESS, PSA, TYL, PLAY, RKUS & CATM.
Following the insiders can lead us to the next big trade if we study. I'm sorry I don't have more for you but it's a busy time of year for me. I hope that something in here is helpful to someone who reads this.
GLTA
Tuesday, December 15, 2015
Awaiting the FED & the Market Reaction
I was supposed to go to two holiday parties tonight but my fate changed last minute & I was able to catch some of the debate while giving my liver a rest. I felt brutal today. Either way, like everyone else is, I am anxiously awaiting the FED decision & how they present it tomorrow. I know that many of you are on the sidelines awaiting the market reaction before getting back in. I also realize that many of you are invested across the boards hence the rallies that have occurred the past two days. Personally, I chose a couple of risky plays but I don't want to disclose them...after tonight's energy announcement, I am feeling like I will need to make some moves early. I wish you all the best however the market does react. That being said, here is tonight's list & what I saw today:
Form 3's: TRXO (2), LXP, TSN, GMO, MBVT (2), ERN (2), BASI, OUTR, PF, WEN (2), SIRI (2), STVI, AMTY ASFI & SXC
13D's: VAPE, BIAD, AMG, TWMC, CONE, WSTC, BANC, MSN, FVE, NX, PLPE, WUBA, FXFL, JMG, MSM, BRFH, TNGO, WEN & ODP
13G's: RTK (-), ESLT (+), GILT (-), WUBA (-), GLDG, ASFI (+) & NEWL
Form 4's (Insider Buys): THST, AYR, CVA (2), OPK, TRXO, MNK, VRNG, CRDA, VICR, GNVC, EFSC (4), PRCP, EML, NANX, MCP, JCS, HLIT (2), STKL, TIPT, SNV (5), NMFC (3), ERN, CLMS (2), LAND, PULB, AMID, NUTR (10), IWSY, KIRK (3), CCMP (2), FLKS, BDGE, LEG (9), LII (17), ORM, HCAP (3), AGFS, HSY (2), NAKD, ZBRA, GLAD (2), GAIN, BBLU, ESP, ORC, TCRD (3), LOV, IRET (2), FSTR, TMO, TWMC, PNY (15), XCO, CNMD, IMN, NOG, SMTX, GTIM, FGP, CFX, CODI, KFRC, BAC, ENH, AB (5), CIM, MET (11), REXI, DM, BZC, EFSI, SCM, EVBS, NDSN, KAMN, CBZ (3), AGII, TIME, LOB, QSR (2), NTRP, SLB, ED, WPT, GS (2), NSAM (2), NRF, ECC, FXCM (2), LBAI, RMTI, AJX, EVOL, DNB (12), SHLD (3), BNED, JASN, ALXN (2), AHT, CANN, JCAP (2), GTE, LOXO, SJW (2), ITG (9), IMN, CELP CORR, SSRG, CERS, LDR (6), AMBC, SCM, RCIM, BX, ESNT, LE, MINI, MCC, PLX, CCD & TIME
Form 4's (Insider Acquirements for $0): RJF (4), PULB (6), EFSC (8), BNCN, GMO (3), ALB (2), ENBL, CCMP, ASPS, WSTC, QTS, MAT (2), HPY (6), ASNA, HPIL, LECO (11), DRI, EVR (6), COHR, KFRC (10), INSM, H, LXK (11), HIVE, XOMA, HBI, DST (11), CTCT, WEN (2), PEGA, MU, DEPO, REXX (2), CGI (3), BRX, WMAR, UPIP (4), TTC, QLYS, ESS (6), ZNGA (7), CANN, SHAK, GDP (4), TESO (11) & ASPN
Form 4's (Insider Sales): HIL, SNI, CERN, PULB (7), TYL (2), HAL, FLWS, EFSC (2), TSN, DE (6), ATRO, WEBK, YUM (3), TDG (2), SNV (5), GMO, LTC (2), SIVB, CSCD, TREE, KNX, WHLR, LBAI, XEC, TOL, ISRG, CDE, ABM, MPG (4), ALB (2), CECE, CCMP (5), ECOM, EE, FGL (6), SEDG (2), BWA, MATW, QTS, FFG, MATT (2), SEIC, FSTR (7), SPN, SHBI, HURC (4), KEX, HEAR, CPF, DRI, AHS, SRCL, ADSK, PBIP, BAC, GLW, CONE, AFFX, XRM, H, SKT, NXTM, CBM, MXIM, TDS, PKBK, LNTH, VECO (3), TYPE, SNTA, GWRE (2), HBI (5), MATR, AGII, AIZ (2), CBIS, ANET, JCOM, LII, ARMK (2), RGG, TEN, SPAN, ARE, GT, ANAT, CMN, ANAC, HAIN, PLUS, BANC, PEGA, CEMP, BCR (2), REXX, EPAY, SPAN, FBRC, MU, SGMO (3), MD, LFUS, SMTC, BRX, REXX (3), CLNT, ALXN (2), SWHC (3), ILMN, CVT (2), ALL (2), QLYS, UFPT, TTC (2), PSB, EXLS, CNCE, OA, SHAK (2), VAL (2), AEL, PHX (4), BIO, CLIR, NAVG, NE, KORS, CAM, IMN, BEE (9), KEYS (3), GDP (4), FITB (2), CRM (2), ZLTQ, ITCI (2), GOOG, SLH, CBG (2), ENV (6), ANAC, ALK, LNG, CORE, AUMN & CARV
Form 4's (Insider Disposals for $0): SNI, TEL, HOFT, AWAY (11), XENT, BNCN, MORN, CBT, TOL, ISRG, MATW, HPY (7), BWA, FMNB, HURC, XEC, INFN, WEYS, WETF, MDAS (3), CBM, EIA, RMD, MW, MIW, CALM, FBIZ, DEPO, REXX (2), NNI, SPWH, SFG, ABC, OVLY, KORS, GUID, ANIP & ALK
Here are my observations from the day. Wendy's was crossing several areas (WEN). It looks like they may have a few new people but nothing to watch just yet. There were a ton of repeats on the lists, as usual. That is definitely something to pay attention to. For example, Aircastle (AYR) has been on here everyday for what seems forever & look where they're chart went today. That company has a cool concept & I decided to check it out when I saw the "rent a jet" commercial on Bloomberg today. Also, Sirius XM (SIRI) stood out to me with the Howard Stern news so I checked that chart & it has definite promise. What else...oh yeah..I apologize for yesterday's report. I was totally not up to par. I also failed to note yesterday that Carl Icahn pulled back out of Xerox (XRX).
The largest buy today was for Restaurant Brands Intl (QSR) with two big buyers who bought nearly $200 million worth of shares. The largest sale I saw today was for Cyrusone, Inc (CONE) for just under $50 million worth of shares sold. The insider CFO's buying today work for: FXCM, ECC, TCRD, HCAP, LAND, CVA, GTIM & PLX. The insider CFO's selling work for: ITCI, AIZ, SPAN, CLNT, ATRO, SEDG & EKFC.
Interestingly enough, the buying side definitely challenged the selling side today. The Santa Claus rally is here & the entire world seems okay with the likelihood of a rate hike in the USA (the 1st in a decade). Tomorrow will be a day to keep your eyes on banks,volatility, gold, oil, energy, etc. There is still uncertainty looming to how the markets will react & based on how the FED's decision is presented, things we may feel are sure shots may get skewed. Whatever you chose to do, be careful.
GLTA
Form 3's: TRXO (2), LXP, TSN, GMO, MBVT (2), ERN (2), BASI, OUTR, PF, WEN (2), SIRI (2), STVI, AMTY ASFI & SXC
13D's: VAPE, BIAD, AMG, TWMC, CONE, WSTC, BANC, MSN, FVE, NX, PLPE, WUBA, FXFL, JMG, MSM, BRFH, TNGO, WEN & ODP
13G's: RTK (-), ESLT (+), GILT (-), WUBA (-), GLDG, ASFI (+) & NEWL
Form 4's (Insider Buys): THST, AYR, CVA (2), OPK, TRXO, MNK, VRNG, CRDA, VICR, GNVC, EFSC (4), PRCP, EML, NANX, MCP, JCS, HLIT (2), STKL, TIPT, SNV (5), NMFC (3), ERN, CLMS (2), LAND, PULB, AMID, NUTR (10), IWSY, KIRK (3), CCMP (2), FLKS, BDGE, LEG (9), LII (17), ORM, HCAP (3), AGFS, HSY (2), NAKD, ZBRA, GLAD (2), GAIN, BBLU, ESP, ORC, TCRD (3), LOV, IRET (2), FSTR, TMO, TWMC, PNY (15), XCO, CNMD, IMN, NOG, SMTX, GTIM, FGP, CFX, CODI, KFRC, BAC, ENH, AB (5), CIM, MET (11), REXI, DM, BZC, EFSI, SCM, EVBS, NDSN, KAMN, CBZ (3), AGII, TIME, LOB, QSR (2), NTRP, SLB, ED, WPT, GS (2), NSAM (2), NRF, ECC, FXCM (2), LBAI, RMTI, AJX, EVOL, DNB (12), SHLD (3), BNED, JASN, ALXN (2), AHT, CANN, JCAP (2), GTE, LOXO, SJW (2), ITG (9), IMN, CELP CORR, SSRG, CERS, LDR (6), AMBC, SCM, RCIM, BX, ESNT, LE, MINI, MCC, PLX, CCD & TIME
Form 4's (Insider Acquirements for $0): RJF (4), PULB (6), EFSC (8), BNCN, GMO (3), ALB (2), ENBL, CCMP, ASPS, WSTC, QTS, MAT (2), HPY (6), ASNA, HPIL, LECO (11), DRI, EVR (6), COHR, KFRC (10), INSM, H, LXK (11), HIVE, XOMA, HBI, DST (11), CTCT, WEN (2), PEGA, MU, DEPO, REXX (2), CGI (3), BRX, WMAR, UPIP (4), TTC, QLYS, ESS (6), ZNGA (7), CANN, SHAK, GDP (4), TESO (11) & ASPN
Form 4's (Insider Sales): HIL, SNI, CERN, PULB (7), TYL (2), HAL, FLWS, EFSC (2), TSN, DE (6), ATRO, WEBK, YUM (3), TDG (2), SNV (5), GMO, LTC (2), SIVB, CSCD, TREE, KNX, WHLR, LBAI, XEC, TOL, ISRG, CDE, ABM, MPG (4), ALB (2), CECE, CCMP (5), ECOM, EE, FGL (6), SEDG (2), BWA, MATW, QTS, FFG, MATT (2), SEIC, FSTR (7), SPN, SHBI, HURC (4), KEX, HEAR, CPF, DRI, AHS, SRCL, ADSK, PBIP, BAC, GLW, CONE, AFFX, XRM, H, SKT, NXTM, CBM, MXIM, TDS, PKBK, LNTH, VECO (3), TYPE, SNTA, GWRE (2), HBI (5), MATR, AGII, AIZ (2), CBIS, ANET, JCOM, LII, ARMK (2), RGG, TEN, SPAN, ARE, GT, ANAT, CMN, ANAC, HAIN, PLUS, BANC, PEGA, CEMP, BCR (2), REXX, EPAY, SPAN, FBRC, MU, SGMO (3), MD, LFUS, SMTC, BRX, REXX (3), CLNT, ALXN (2), SWHC (3), ILMN, CVT (2), ALL (2), QLYS, UFPT, TTC (2), PSB, EXLS, CNCE, OA, SHAK (2), VAL (2), AEL, PHX (4), BIO, CLIR, NAVG, NE, KORS, CAM, IMN, BEE (9), KEYS (3), GDP (4), FITB (2), CRM (2), ZLTQ, ITCI (2), GOOG, SLH, CBG (2), ENV (6), ANAC, ALK, LNG, CORE, AUMN & CARV
Form 4's (Insider Disposals for $0): SNI, TEL, HOFT, AWAY (11), XENT, BNCN, MORN, CBT, TOL, ISRG, MATW, HPY (7), BWA, FMNB, HURC, XEC, INFN, WEYS, WETF, MDAS (3), CBM, EIA, RMD, MW, MIW, CALM, FBIZ, DEPO, REXX (2), NNI, SPWH, SFG, ABC, OVLY, KORS, GUID, ANIP & ALK
Here are my observations from the day. Wendy's was crossing several areas (WEN). It looks like they may have a few new people but nothing to watch just yet. There were a ton of repeats on the lists, as usual. That is definitely something to pay attention to. For example, Aircastle (AYR) has been on here everyday for what seems forever & look where they're chart went today. That company has a cool concept & I decided to check it out when I saw the "rent a jet" commercial on Bloomberg today. Also, Sirius XM (SIRI) stood out to me with the Howard Stern news so I checked that chart & it has definite promise. What else...oh yeah..I apologize for yesterday's report. I was totally not up to par. I also failed to note yesterday that Carl Icahn pulled back out of Xerox (XRX).
The largest buy today was for Restaurant Brands Intl (QSR) with two big buyers who bought nearly $200 million worth of shares. The largest sale I saw today was for Cyrusone, Inc (CONE) for just under $50 million worth of shares sold. The insider CFO's buying today work for: FXCM, ECC, TCRD, HCAP, LAND, CVA, GTIM & PLX. The insider CFO's selling work for: ITCI, AIZ, SPAN, CLNT, ATRO, SEDG & EKFC.
Interestingly enough, the buying side definitely challenged the selling side today. The Santa Claus rally is here & the entire world seems okay with the likelihood of a rate hike in the USA (the 1st in a decade). Tomorrow will be a day to keep your eyes on banks,volatility, gold, oil, energy, etc. There is still uncertainty looming to how the markets will react & based on how the FED's decision is presented, things we may feel are sure shots may get skewed. Whatever you chose to do, be careful.
GLTA
'Tis the Season
Yeah, yeah, yeah...so I have holiday parties like everyday this week & my blog will likely reflect. Also, there's a foot of fresh powder in my yard so I will be skiing today. Anyhow...in a nutshell, here were Monday's insider transactions along with some from this morning:
Form 3's: RNET, LXU, MNTA, GBLI, BCYP, AMTY, CZFS, CBU (2), AAVL, EXCC, DD, VC, USA (4), BRX, ADTN, CTIC, ILMN, DXPE, HCLP, CSWC & TRXO
13D's: FSC, DEST, DLYT, LTRE, CBNR (2), SPIL, CTRP, RDAR, CDZI, LXU, GAI, BTN, TRUU, DGICA, PTOO, UTSI (2), SOHU, XRX, HFFC, MSD, CUTR, LE, LE, JCDAF, GIFD, JGC, ITCC, SEV, CRYP, ZTR, SQBG, DYB, ODC, VGGL, MEET, ABY, IGMG, BIOL, SGMI, JMI & PLPE
13G's: ELRAD, ZFGN (-), SPAR (-), SZO (-), AMH (-) & LL (-)
Form 4's (Insider Buys): PSEC, OPK (2), KTOS, XON, VRNG (2), FGP, SPA, NBBC, SPH, ISDR, EVBN, HOS (2), KMI, PULB, SHLX (2), THST (2), CCXI, SMG (3), BRC, NWPL (10), TRC, CVO (2), OLBK, NBLS OHAI (5), CMT (2), HII (7), ESES, ZBRA (2), ORM (4), CECE, BMI, ARQL (2), LFVN, XCO, RCGP (3), EOG (2), REXI, HTGC, FMNB (2), NSH, WLH, NS (2), MJN, TRC, IMPV, PDVW, CI, RUSHB, TROW (5), SMTX (3), LWLG, SNHY (6), ARW, ACAS, OPGN, LOV, AWF, AKER, TWMC, PRTK, HEES, JMP, DTRM, CPAH (2), BOCH, TPLM (2), PACW, CTSO, ESNY, TRST, NNFC (2), USBSH (6), SUGR (2), WPT (2), HPQ (2), CIM (6), AMRC, NATR, IRSB, TLYS, AMRH, RAS (6), CEQP (2), GVP (6), YUME, BVSN, FELP, PAA, SYNT, HTGM (3), ATRM (2), SHOS, WLDN (2), JASN (2), FICO, ARES (2), ADT, REN (2), AYP, OSIS, CAPD (3), AER (2), CVA (2), AYR (2) & TRXO (3) & MNK
Form 4's (Insider Acquirements for $0): TBK (7), EMCF (4), NJR (7), KR, WORK, XCO (9), SCS (6), TFSL (5), CMT, LGL (5), AAP (7), BMI, HUM (3), ABM (2), CTS (8), BDR (6), PANW (5), SYNT, GIII (5), SQBG, VEEV (2), HVT, NTCT (3), EFSI, FVE (4), IP, PGEM (3), EEFT (3), LXK (8), IMMU, HOV, GRPN, CTT, ESV, LEK (4), IROQ (3), FICO (6), CLC (4), ILMN, ESS (5), PURE (2), RNG (2), ANET (15), AER (5) & RJF
Form 4's (Insider Sales): INTL, MPC, MATX, GRMN (2), EFSC, GLF, EXPD, MNTA, BLL, WRI, CB, CHE, GTS, TFSL (5), HBCP, HR, GLQ, BMI, IDA, NTZ, PLKI, AEL, TAST AAP (8), SYK, UFPT, KR (10), ESSA, PKD, BHBK, MJN, JUNO, FIT, KELYA, TRO, HUM (2), AMSWA (2), CTXS, TSRO, TRIP, AFG, (3), VEEV (2), OLED, SRCE (4), RARE, BDX, CAR, SMP, MIW, BBY, SFNC, STNR, CAM, AEIS (3), TROW (7), SGI, MYGN, MELR, SPR, SCI, AFG, HIG, UTHR, KOPN (4), SF, HVT, PLCE, VNTV, ALOG, ZOES, PLAB (2), DKL (7), CKH, QRVO (2), PSA, AES, HAYN, COWN, TWOU, DK (7), INCY, SNHY, JGW, EEFT, LOB, MCEP, ROP, VLGEA, WK (4), IMMU (2), RKUS, OMED, BCLI (2), CAMP (2), SHAK (4), CAM, FARM, NVRO, PFG, HMSY, SCLN, ELLI (2), GRPN, FANG (3), ILMN (2), LMAT, BYLK, CIE, HRB (2), ESV, SPLK, BRCM, WEB, SPLK (3), TROX, HDP, FICO (5), INTU, ZEN, PLUS, FFIC, FCPS, IROQ (2), CNC, WDAY (5), RNG (4), PMBC (2), FICO (6), PYDS (2), CLE (4), LPLA (2), CYBR (4), HFWA, CHGG (7), CSCD, ALGN, NVEE, VCOM (2), IDRA, OPHT (5), ANET (4), JCOM, SNI, HIC, REN & CERN (2)
Form 4's (Insider Disposals for $0): DHR, ESE, JEC, SHW, BMI, ESSA, GWB, EOG, WHLR, QRVO, IP (2), HBI (3), FR, TE (2), IMMU, FBIZ, WINA, LPOS, CVG, ACTH, WEB, FICO, LEECBR, CHGG, JCOM, IDRA & RNG (2)
Okay, no insightfulness this morning as I'm just trying to pump this out before markets officially open in the State. I can note that Carl Icahn dropped over 5% of XRX & Martha Stewart has been selling off her own company recently (MSO) along with SQBG selling it's shares in her company. Martha has been getting into SQBG, though. Enough said...have a great day out there! I need to set up my trades before I ski.
GLTA
Form 3's: RNET, LXU, MNTA, GBLI, BCYP, AMTY, CZFS, CBU (2), AAVL, EXCC, DD, VC, USA (4), BRX, ADTN, CTIC, ILMN, DXPE, HCLP, CSWC & TRXO
13D's: FSC, DEST, DLYT, LTRE, CBNR (2), SPIL, CTRP, RDAR, CDZI, LXU, GAI, BTN, TRUU, DGICA, PTOO, UTSI (2), SOHU, XRX, HFFC, MSD, CUTR, LE, LE, JCDAF, GIFD, JGC, ITCC, SEV, CRYP, ZTR, SQBG, DYB, ODC, VGGL, MEET, ABY, IGMG, BIOL, SGMI, JMI & PLPE
13G's: ELRAD, ZFGN (-), SPAR (-), SZO (-), AMH (-) & LL (-)
Form 4's (Insider Buys): PSEC, OPK (2), KTOS, XON, VRNG (2), FGP, SPA, NBBC, SPH, ISDR, EVBN, HOS (2), KMI, PULB, SHLX (2), THST (2), CCXI, SMG (3), BRC, NWPL (10), TRC, CVO (2), OLBK, NBLS OHAI (5), CMT (2), HII (7), ESES, ZBRA (2), ORM (4), CECE, BMI, ARQL (2), LFVN, XCO, RCGP (3), EOG (2), REXI, HTGC, FMNB (2), NSH, WLH, NS (2), MJN, TRC, IMPV, PDVW, CI, RUSHB, TROW (5), SMTX (3), LWLG, SNHY (6), ARW, ACAS, OPGN, LOV, AWF, AKER, TWMC, PRTK, HEES, JMP, DTRM, CPAH (2), BOCH, TPLM (2), PACW, CTSO, ESNY, TRST, NNFC (2), USBSH (6), SUGR (2), WPT (2), HPQ (2), CIM (6), AMRC, NATR, IRSB, TLYS, AMRH, RAS (6), CEQP (2), GVP (6), YUME, BVSN, FELP, PAA, SYNT, HTGM (3), ATRM (2), SHOS, WLDN (2), JASN (2), FICO, ARES (2), ADT, REN (2), AYP, OSIS, CAPD (3), AER (2), CVA (2), AYR (2) & TRXO (3) & MNK
Form 4's (Insider Acquirements for $0): TBK (7), EMCF (4), NJR (7), KR, WORK, XCO (9), SCS (6), TFSL (5), CMT, LGL (5), AAP (7), BMI, HUM (3), ABM (2), CTS (8), BDR (6), PANW (5), SYNT, GIII (5), SQBG, VEEV (2), HVT, NTCT (3), EFSI, FVE (4), IP, PGEM (3), EEFT (3), LXK (8), IMMU, HOV, GRPN, CTT, ESV, LEK (4), IROQ (3), FICO (6), CLC (4), ILMN, ESS (5), PURE (2), RNG (2), ANET (15), AER (5) & RJF
Form 4's (Insider Sales): INTL, MPC, MATX, GRMN (2), EFSC, GLF, EXPD, MNTA, BLL, WRI, CB, CHE, GTS, TFSL (5), HBCP, HR, GLQ, BMI, IDA, NTZ, PLKI, AEL, TAST AAP (8), SYK, UFPT, KR (10), ESSA, PKD, BHBK, MJN, JUNO, FIT, KELYA, TRO, HUM (2), AMSWA (2), CTXS, TSRO, TRIP, AFG, (3), VEEV (2), OLED, SRCE (4), RARE, BDX, CAR, SMP, MIW, BBY, SFNC, STNR, CAM, AEIS (3), TROW (7), SGI, MYGN, MELR, SPR, SCI, AFG, HIG, UTHR, KOPN (4), SF, HVT, PLCE, VNTV, ALOG, ZOES, PLAB (2), DKL (7), CKH, QRVO (2), PSA, AES, HAYN, COWN, TWOU, DK (7), INCY, SNHY, JGW, EEFT, LOB, MCEP, ROP, VLGEA, WK (4), IMMU (2), RKUS, OMED, BCLI (2), CAMP (2), SHAK (4), CAM, FARM, NVRO, PFG, HMSY, SCLN, ELLI (2), GRPN, FANG (3), ILMN (2), LMAT, BYLK, CIE, HRB (2), ESV, SPLK, BRCM, WEB, SPLK (3), TROX, HDP, FICO (5), INTU, ZEN, PLUS, FFIC, FCPS, IROQ (2), CNC, WDAY (5), RNG (4), PMBC (2), FICO (6), PYDS (2), CLE (4), LPLA (2), CYBR (4), HFWA, CHGG (7), CSCD, ALGN, NVEE, VCOM (2), IDRA, OPHT (5), ANET (4), JCOM, SNI, HIC, REN & CERN (2)
Form 4's (Insider Disposals for $0): DHR, ESE, JEC, SHW, BMI, ESSA, GWB, EOG, WHLR, QRVO, IP (2), HBI (3), FR, TE (2), IMMU, FBIZ, WINA, LPOS, CVG, ACTH, WEB, FICO, LEECBR, CHGG, JCOM, IDRA & RNG (2)
Okay, no insightfulness this morning as I'm just trying to pump this out before markets officially open in the State. I can note that Carl Icahn dropped over 5% of XRX & Martha Stewart has been selling off her own company recently (MSO) along with SQBG selling it's shares in her company. Martha has been getting into SQBG, though. Enough said...have a great day out there! I need to set up my trades before I ski.
GLTA
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