Saturday, July 31, 2010

Insider Data - Week Ending 07/31/2010

Overall a good week for the markets. Seems like the earnings season is keeping the market buoyed. The GDP report towards the end of the week did not do much to help though. Another three months for the elections and I think the market will be jittery but hopefully stay positive.

Top Buys for past week -
LGF$100,665,091
VMW$10,921,824
TXI$9,222,135
BMTI$8,500,000
ITIG$6,549,051
Top Sells for past week -
AZO$-161,631,580
RLD$-149,551,179
MS$-138,544,000
CYBS$-47,616,478
YUM$-22,451,327
The sell to buy ratio has improved quite a bit in past two week. It was close to 2 for the week. For detailed trends please visit www.prontosec.com

Top industrial sectors are as given below. LGF has seen investment from insiders for past several weeks which has kept the industry at the top for past 3 weeks as far as insider buys go.

Movie Production, Theaters$99,180,811
Drug Manufacturers - Other$16,398,641
Savings & Loans$15,141,595
Rubber & Plastics$10,570,921
Cement$9,222,135
Good luck with investing.




Saturday, July 24, 2010

Insider Data - Week Ending 07/24/2010

Markets remained firm during the week while absorbing the earnings reports and results of European Stress Test for banks. A similar test for US markets had proved to be a turning point last year. Would it be the same for Europe too?

Top transactions for the week are as follows -

LGF$100,665,091
VMW$10,921,824
TXI$9,222,135
BMTI$8,500,000
ITIG$6,549,051
AZO$-161,631,580
RLD$-149,551,179
MS$-138,544,000
CYBS$-47,616,478
YUM$-22,451,327
Sell to buy ratio dipped last week, which is a good sign because in the past as markets are trending upwards so is the selling. The sell/buy ratio for the week hovered at around 4.

Top industries with insider buys were -
Movie Production, Theaters$100,553,863
Technical & System Software$64,233,552
Technical Services$29,914,521
Savings & Loans$15,090,758
Cement$9,222,135
Cement was a surprise entry in the list above. Let us hope that bodes well for the economy and the market.

Saturday, July 17, 2010

Insider Data - Week Ending 07/17/2010

A very interesting week. Although some of the bellwethers did report great results but market was kind of on the edge and caved a bit towards the end of the week. Was it the passage of financial reform which wall street hates obviously or just that people are turning bearish - again after a week or so long rally. Time will tell.

Insiders have not shown much enthusiasm during the week. There have been some sales by insiders pushing the sell to buy ratio up during past week. Frankly, what else you expect in this jittery market. Perhaps it is the time for the economy to show that it can stand on its own and only then market would perform better. One thing is sure, short term, it is traders market. So investors (read mom&Pop investors) should tread cautiously.

Following are the top transactions of the week -
Top Buys -

VMW $11,959,194
TYL $3,113,000
SPB $2,785,388
ARB $2,169,173
BFS $1,999,109

Top Sales-

GOOG $-38,503,719
HANS $-24,962,262
MCK $-19,081,339
FN $-12,623,829
FDP $-12,070,207


Sell/Buy ratio has been bearish this week. It fell slightly compared to last week and stood at around 12. Rolling trend is headed upwards although at a slow pace for now.

Top Industries where insiders have been buying for past two weeks are -

Technical & System Software $70,582,128
Technical Services $30,043,563
Pollution & Treatment Controls $9,185,382
Agricultural Chemicals $3,485,918
Computer Based Systems $2,786,593


For more details please visit www.prontosec.com

Have a good one.



Sunday, July 11, 2010

Insider Data - Week Ending 07/10/2010

It was a great turn around for the market as a whole. Great finish of the week in anticipation of the earnings season starting next week. Hopefully the market trend will continue.

Top transactions for the week are shown below -

Top Buys -

VMW ($11,959,194)
TYL ($3,113,000)
SPB ($2,785,388)
ARB ($2,169,173)
BFS ($1,999,109)

Top Sales -

GOOG ($-38,503,719)
HANS ($-24,962,262)
MCK ($-19,081,339)
FN ($-12,623,829)
FDP ($-12,070,207)

There has been a consistent cashing out at GOOG for past several months now.

Market has seen insider sell/buy ratio shoot up in the short run last week. May be insiders are trying to take advantage of the rally. The ratio shot up to almost 14 last week. But long term this ratio is still bullish.

Biotechnology industries again showed high insider buying activity in the rolling two weeks in the past. Top Industries with insider activity were -

Biotechnology ($46,699,997)
Movie Production, Theaters ($42,419,327)
Industrial Equipment & Components ($24,341,126)
Technical & System Software ($16,559,503)


Good luck with earnings season kicking of next week.

Sunday, July 4, 2010

Insider Data - Week Ending 07/03/2010

It was quite an unsettling week. All major indices saw a decline. But looking at rest of the world, I think some markets have not done as bad. For example, Indian markets have not experienced as much dip. Weakness in dollar will keep affecting the markets in rest of the world but hopefully will help US businesses.

Insider buying was slighly up for the week compared to the previous week. But looking at the rolling average chart, we can tell that sell/buy ratio is starting to creep up longer term. It is not in a danger zone yet though.

Top buys and sells for the week have some notable stocks that have seen some upsurge in insider buying during past 2-4 week. QLTI is such an example. Tesla insiders sold some of their holdings in the IPO.
Top Buys -
LGF $49,502,432
SNSS $49,399,997
HPP $36,569,516
NGA $25,990,492
CHTL $24,482,835

Top Sales

FN $-51,006,780
CCI $-32,034,904
TSLA $-25,290,203
THS $-13,436,933
RXii $-8,947,500



Biotechnology (SNSS) and movie theatres (LGF) industry are seeing an upsurge in buying for past 2-4 weeks. Healthcare sector has seen an uptick too.

Top Industries

Biotechnology $43,840,159
Movie Production, Theaters $42,419,327
Industrial Equipment & Components $23,307,897
Oil & Gas Refining & Marketing $19,624,672
Sporting Activities $14,972,578

I hope every one is getting good break for 4th of July weekend.