Insider Data - Week ending 01/30/2010

In general a bad week for markets. Seems like the trend has reversed, previously it was like no news is bad news, but now it seems like no news is good news. Anyway, It seems like some house cleaning going on out there and of course people are taking profit while they can. Next few weeks will tell. What do you guys think?

For those who follow or believe in insiders data and trends, the trend seems unmistakably bullish among the insiders now. It has been like that for past 3-4 weeks now. Do your due diligence, check your data and facts and make use of this opportunity. There are tons of information available out there on the web on sites like US SEC Edgar filing site and secondary providers like prontosec.com (Disclaimer: I am associated with prontosec.com).



Top buys and sells for the week are shown in the charts below. Orbitz has seen big chunk of investment this week.



For industrial trend it seems like Home Improvement Industry is seeing lots of insider buys. It was at top of the list last week also. Biotechnology is fresh new entrant in this list in the current week. You can check out companies associated with various industries at prontosec.com and track their performance.


Good luck for the next week.

Insider Data - Week Ending 01/23/2010

After a very interesting and tumultuous past week, I am sure every one is holding on to their seats and guessing what next week will look like. I feel that Mr. President did what he had to do, but the decline in the market did show some nervousness among the investors of their own. Since there was no fuel to propel the markets upwards anyways (for 6-8 weeks now), a bit of scare that Government stance generated sparked a dash towards the exit. I still don't get how the market reacts to news and events. I know the general pattern but still it amazes me every time.

Well, this is a third week in a row when insiders have shown signs of bullishness. This is almost creating a trends of sorts. If you compare with the blogs during past 3-6 weeks, one can tell that the insider bullishness is unmistakable. Are professional investors taking notice of this trend? More charts and data is provided on http://www.prontosec.com/secdata/trends.htm



Top transactions for past week are shown in the table below. Some noteworthy buys are for BIF which has been in accumulation phase for several several weeks now.



The insider trend based on industry has a changed for a change. Oil and gas that was favorite for past several weeks is not in top five any more. Last week has seen a frenzy of buying from the insiders in home improvement and specialty health services. REITs have shown some improvement also. Let us see how long this trend persists.



Good luck for the next week.

Insider Data - Week Ending 01/16/2010

Another Interesting week. The appearance of big bankers in the congress was interesting. Populist play by The President was interesting. With the earnings season starting early in the week, the market has been trying to keep the positive sentiment alive. It has worked mostly except that participation of ordinary Joe is still elusive, and for the right reasons. What ever the wall street may think, the main street knows what it needs to do during tough times.

Insiders have been showing enthusiasm and the weekly rolling average for past two weeks has been showing signs of bullishness. Now whether it is the beginning of new year phenomenon when big owners are shuffling their portfolios or something else, that needs to be evaluated.



Top Insider transactions for the week are shown in the table below. JBHT has seen some insiders cashing out, but it is probably expected in big corporations from time to time.



No big purchases by CEOs and CFOs of the corporations. That brings up the question about the bullish sell/buy ratio. Who is buying? Probably investor who are 10% owners and not necessarily the company officers.



Trend in the industry has been strong in oil and gas. Let us see if the slumping oil prices in past few days has any impact.



Like every one on the wall street, let us hope no nasty surprise is out there during the earnings season. Good luck to all.

Insider Data - Week ending 01/09/2010

Bulls deserve a pat on their backs for keeping the market ticking up. Whatever may be the job numbers or other mixed news about the economy, the market did show resilience against all odds. It almost seems like news or reality does not matter any more. Very fishy.

The rolling average for the week showed some good enthusiasm from the insiders. May be it is the January effect that brought quite a few insiders in the market. The sell/buy ratio was quite favorable for this week. If the trend continues, there might be some serious signs of recovery as the insiders view it.



Top transactions of the week are shown in the table below. 'LM' is showing good insider activity for past several weeks. It seems like asset management is a good business these days as it has become quite hard for ordinary investor to keep up with the market pulse. This is indicated in the industrial trend chart also.



The c-level buys and sells are shown in the table below. The activity has been subdued compared to past week but that is not out of normal. Probably it is other insiders and 10% owners who are dipping their feet in the water.



Oil and gas sector has been quite active among the insiders for many many weeks now. Some banks and asset management are showing good activity also.



Overall, it has been a good week for the markets, both insiders and outsiders. Seems like the market has found some thing to latch on to and is not willing to let go. Then who ordinary investors and general public are to challenge the rhythm of the market. Stay put and good luck.

Insider Data - Week ending 01/02/2010

Happy new year to all and I hope people had fun spending time away from work for those who could. Another shortened and jittery week, especially towards the end. No one was ready to hold the bag over a long weekend. We have not seen much activity in the market for past over a month. Like I said, bears and bulls seem to have struck a balance of sort. Well with the new year of trading getting underway soon, I hope there is some fresh momentum that is able to tilt that balance one way or the other. Some time I have a feeling that the market is a big rigged casino. So what should a small investor do?

The insider activity during the shortened week was weak at best. I am not sure the sell to buy ratio tells any story of its own. Insiders were in the bearish territory compared to the previous week. I hope going forward we will start seeing better picture about the direction that insiders are taking.



Top transactions of the week saw a repeat insider buys candidate, LM. Considering that asset management has been one of the industries that has shown high buying activity from insiders, and LM is one of the company in that industry might be important. JBHT had some big insider sales. I hope that is just the year end closings by some insiders and no big deal.



CEO of HLX bought a big chunk of the company stock. ORCL CFO had some tiny bites of the company stock too. Others are shown in the tables below.




Finally, the top three industries with insider buys have been the same as they were in the previous week. the chart is shown below.




The detailed charts and more descriptive data is provided on the prontosec.com website. Have a great start to the new year.