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.

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 07/10/2010

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.

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 06/26/2010

Another week with tug of war - again. Clarity is what is missing in the economy and that is a good situation for traders. As for small mom-n-pop investors, the level of mistrust for 'Wall Street' is still quite high. I mean who can blame the poor investors, especially this week when it looks like crooks from the previous (read early 2000s) scandals got some court rulings favorable to them and financial reform bill on capital hill seems to be loosing some toughness.

Top buys and sales for the week are shown below.

Buys:

• VMW ($12.5 M)
• ECTY ($9.99 M)
• MOTR ($9.3 M)
• ORA ($8.08 M)
• PCYC ($6.99 M)

Sales:

• RL ($ 858 M)
• GAS ($707 M)
• CCI ($138 M)
• IHS ($80.5 M)
• RBCN ($37.9 M)

The rolling sell to buy ratio indicates insider buying as total market based sell/buy ratio is indicating positive activity. The ratio for the past week was 2.7 that amounts some bullishness.

Movie Production and Oil&Gas exploration industries saw continued insider buying.

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 04/17/2010

What a spoiler on Friday. Seemed like things are moving along nice, just like bulls would like them to be, and then SEC brings charges against the Goliath of Wall Street and the whole market swoons. Well it was not some thing that people expected or there were few who did? What ever may be the case, market did not like it very well. Next week will tell if the market really has a reason to panic or it was bulls trying to create an opportunity.

Top transactions of the week are shown below (Click on image to see enlarged view. )



There was general bearishness among insiders. May be because the market seems to have reached quite high. But one thing is sure, the general economy is in recovery mode or so the guys on the street seem to be interpreting. Any pull back may indicate time to put some money in to the market.



Industrial trend has been favoring the software and high tech sector. The buying by insiders has slowed down a bit though.



I hope market can digest the GS news favorably and people won't panic. But then, market does what it does.