Insider Data - Week Ending 08/07/2010

Market has been showing signs of short term plateau for now. There does not seem to be any surprises or momentum in either direction. That is what traders would hate probably. The market has shown resolve to stay where it is now. Is it "the sweet spot" that market has hit for the time being?

Top buys for the week -

STST	$1,332,977,949
NXOI.OB	$78,484,140
MCP	$56,305,090
AIQ	$24,472,755
SAR	$11,298,923

Top Sells for the week-

MS	$-252,099,200
CCI	$-92,999,105
GOOG	$-42,329,822
UIS	$-32,877,654
F	$-30,762,411

The insider sell to buy ratio has stayed in favorable territory last week. It hovers around a value of 2 right now which is great.

Top industries for the week have been as follows. As we can see there has been a change in the leadership in this area.

Scientific & Technical Instruments	$1,060,506,455
Information & Delivery Services	$63,668,946
Medical Laboratories & Research	$19,520,253
Drug Manufacturers - Other	$15,907,041
Rubber & Plastics	$10,443,755

For more details and more data, please visit Prontosec.com. It has been nice to keep a tab on the insider activity for past six months or so. All the information in this writing is also available on the website. Good luck with you investments.

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.

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.

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.

Insider Data - Week ending 06/19/2010

Relatively good week for the bulls. People are still on the edge though. It is traders market all the the way. Let us see if investors return to the markets.

Top transactions for the week are shown in the table below.



This week there were more insider sales compared to buys. But the ratio was not too bad. The market sentiment change in coming weeks will determine the behavior of insiders.



Biotechnology again took the top spot in the insider buyings. Movie production and theaters are getting a positive nod from the insiders in hope for a better summer season for the movies. Details of the relevant companies can be found on prontosec.com .



Good luck to all for next week.

Insider Data - Week Ending 06/12/2010

It was a good comeback for the bulls towards the end of the week. How long does it stay like that? When do the fundamentals kick in? Market seems shaken a bit as people realized, some painfully, in past 3-4 weeks that markets not always go in one direction.

Top transactions are noteworthy for some names.




Rolling sell/buy ratio looked favorable as market saw some firming up later during the week. Let us see if the insiders keep buying during the coming weeks.



Top industrial sectors are shown in the table below. Biotech has been doing good for past couple of weeks.



Good luck for the next week.

Insider Data - Week ending 06/05/2010

Some bargain hunting seems to be going on as the markets are going down. But it is not that insiders are grabbing any thing and everything.



Sells to buy ratio has turned bearish during the week inspite of the downwards trend in general market. Do insiders think that market is trended down from here?



Oil related industries still saw insider buying during the week.

Insider Data - Week Ending 05/29/2010

Volatility was abuzz on the street during the week. What next?

Top transactions for the week are shown below.



Sell to buy ratio by insiders was about the same as the previous week. Not too bad though inspite of volatility on the wall street.



Oil related industries saw a bit of insider buying during the week

Insider Data - Week Ending 05/22/2010

The volatility went a notch up during the week. It creates opportunity for traders but tells that investors are not sure what direction the market will go. So what should an ordinary investor do? Playing safe is the safest thing. Quoting from an eminent Harvard Professor, there is always a horse race between greed and fear in the business world. Market seems to be fearful right now. Will greed return next week?

Top transactions for the week are shown in the table below. TCRD had big insider buys probably because of the result of recent public offering. There was some usual selling by insiders from MSFT and other big companies.




Rolling sell/buy ratio by insiders was skewed a bit because of big transactions by insiders from TCRD. Overall it was a bearish week.



Oil & Gas Pipelines showed some leadership in the top industry level insider buys. Other key ones are also shown in the table below.

Insider Data - Week ending 05/15/2010

Interesting come back by the market last week. There is some level of cautious resilience in the market that it keeps coming back from the brink. The increased volatility is a sign of nervousness though and hopefully the market will settle down.

Not a big week as far as insider buying goes. Top transactions are shown below. Major companies like GOOG, JBHT and busy diversifying or at least taking some profits.



Not too good a week for insider buys. The sell/buy ratio has soared las week.



Investment Brokerage making the roster for major industry level buys was kind of a surprise. But next four are the same as from the last week.

Insider Data - Week ending 05/08/2010

Another Interesting week. Welcome back the gut wrenching volatility and uncertainty. Seems like people are finally booking some profits. Nothing substantial changed in the world that would cause this to happen. Rest is all chatter.

Some of the top transactions are shown below. Some big name CEOs found the opportunity to 'diversify'. Notable were AMZN and DNDN. Other significant top transactions were from GOOG and FSLR.



The Sell to buy ratio was quite favorable as it normally happens during the weeks when the market gets hammered, insiders tend to snap up some of their company stock.



Pollution and Treatment Controls industry took the top spot. Possibly the spill in the gulf might have some thing to do with it.


Good luck with next week. It will come handy.

Insider Data - Week ending 05/01/2010

An interesting week with GS people getting grilled in the congress. It seemed like highly politicized event with motives quite obviously visible. And then Europe is in disarray because of Greece and now Portugal and Spain. The market seems to have run into a wall and treading with extreme caution is the order of each trading day.

Following table shows the top insider buys for the week. (Click on the image to view larger image).



The rolling sell to buy ratio seems like was pretty good although absolute value of sales and buys by insiders have gone down. May be wait and watch approach is prominent right now.



Trends for industry are displayed as 2 week data report. It still is showing the impact of M&A activity that took place last week.



Find more details at www.prontosec.com

Insider Data - Week ending 04/24/2010

An interesting week after the GS news got some scrutiny from both sides. The Bulls made a case for continuing the uptrend. As earnings season continues, we will see how far the momentum carries the market.

Top transactions are shown in the table below. Abbot labs bought FACT so that was one major insider buy shown in the table. That would probably skew the results for the week also. Fairfax Financial bought almost $32 Million worth of SD that made the stock jump almost 10% in 3 days.
(Click on the table to view larger image for top transactions)



As mentioned before the rolling trend results are skewed because of the big insider transaction by Abbot labs. Ignoring that would mean that there was little relative inside buying during the week. May be time has come to see more M&A activity!



The industrial trend got skewed in favor of Biotechnology due to one big insider buy mentioned previously.

Insider Data - Week ending 04/10/2010

We almost got there this week, Dow 11K that is. Why is there a hitch in the market to just shoot past that mile stone? Well, market has come so far up so fast in past one year that feeling of disbelief among people is enormous. The people sitting on side lines are feeling left out and the bulls are relentless in pushing the market up. So are bulls backing themselves to a wall? Are people sitting on side lines underestimating the potential of market and recovery? Market is indication of 6-9 months in future. And things do seem to be getting better (well relatively) as report after report indicates. Unless a disastrous thing happens, there does not seem to be much that can stop the market from keeping its march up albeit at reduced pace going forward.

Top transactions for the week are shown in the tables below. TTWO is a notable one where Investor Carl Icahn put in some more money this week. (Please click on the image to see enlarged view)



Rolling ratio of sell/buy by insiders indicate that there was less buying compared to past week. The ratio has jumped back in the range that existed during weeks before the last week. So for now we can say that the week ending on 04/03 was probably an anomaly.




Strong performance from Regional - Pacific Banks again. Investors can probably see that in the stock prices for the these banks itself also.



Good luck with the earnings season that kicks of in earnest next week.

Insider Data - Week ending 04/03/2010

The market seems to be in an uptrend. So is the buying this week by the insiders. Positive job numbers on Friday definitely helped. So where to now? Looks like upwards is the answer.

There have been quite a few secondary offerings last week. That includes FBC as a prominent one. Other top insider buys and sales are shown in the table below.



Rolling sell/buy trend seems quite favorable for the previous week. Partially because of the secondary offering.



Technology was the sector that saw quite a bit of buying during the week. It is understandable because when the market is on upswing, technology is usually the leader.



Good luck with the earnings season, it seems like the coming month is going to be good for stocks barring some unfortunate surprise.

Insider Data - Week ending 03/06/2010

What a difference one week can make. Last week it was quite evident that bulls are taking back the charge and market is at it highest level for the current year. Employment numbers, how so ever skewed they may be, did give market a positive momentum. Positive energy is good after all it is the perception that matters especially in the times of gloom.

The top transactions for the week are shown in the table below.



The rolling averages for past several weeks are shown in the table below. The insiders are selling again. Not sure what does that mean especially when they were on a buying binge for past 8-10 weeks. It is still not bad number so as to alarm the investors. Nonetheless, it needs to be watched closely, because 3 months back when this happened, market started to languish a bit after that.



Industrial trend is showing an insignificant number of insider buys from any particular industry. Reason being the insiders are cashing out anyways so no surprises there. I hope this trend does not take a turn for worst in next few months.



Since there is so much positive perception out there in the market, a word of caution, when every thing seems so rosy and every one thinks that market has only one way to go, that is when the surprises show up. So best of luck to all with that note of caution because it does not matter how much paper profits you have, what matters is how much money you have in the bank.