C-Suite Buys of the Week

For more than two decades now, the Schedule 13D filing has been a quiet beacon for value hunters searching the markets for opportunity. When an activist investor files this document with the SEC, they are not merely declaring ownership of a significant stake. They are announcing intent. And in the...

For over a decade, the energy transition has captured headlines, fueled by surging investments in solar, wind, and storage technologies. The latest analysis from J.P. Morgan’s 15th Annual Energy Paper, Heliocentrism, paints a nuanced picture of progress, challenges, and the enduring role of...

The best description for the current market conditions is that this is a market of high uncertainty. We have the Trump administration with tariffs, and people are stunningly surprised that he is using tariffs as a tool to: A: Raise revenue, and… B: Shape global trade policy. He just spent...

Having a falling stock market isn't enough. Apparently, several commodity sectors, most notably crude oil, have decided to get in on the action as well. Oil prices have been dropping sharply over the past week, caught in the whirlwind of turmoil, drama, and just a whole mess of market-rocking...

When I first started in this business nearly four decades ago, one of the first lessons I learned from my mentors was to follow the money. And when company insiders start using corporate cash to buy back their own shares, that’s exactly the kind of money trail I love to follow. You see,...

Increasingly, we hear talk of uncertainty. Every analyst and commentator you speak to right now seems to express concerns about all the uncertainty surrounding the “Flood the Zone” strategy the new president is using to remake Washington in his own image. The surveys of business owners...

Taking a look at insider buying this week, we see that insiders are just as cautious and uncertain as the rest of us. The insider buy-sell ratio has moved to levels that are typically bearish, meaning that many more insiders are selling than buying.  Now, that is not necessarily a disaster....

Most people will not notice the importance of this week. They will be far too busy talking about things like AI eating the world, China taking over the government, and Elon Musk ascending to the Interplanetary throne to notice. The media will not be much help. They will be busy covering the vast...

Tell me you hate making money without actually saying you hate making money. That is an easy one. Just say things like, ‘Bank stocks are boring.’ Perhaps one might quip, ‘Bank stocks are too hard to understand.’ Or too risky. Or irrelevant in the age of technology. Or in...

Insider activity has pretty much ground to a halt. This is largely due to earnings season, which has slammingly closed the window of opportunity for insiders at most US-based corporations. However, I would be remiss if I did not point out that insider buy-sell ratios began to turn bearish in mid-...

It is all true. The market is priced at ridiculous levels. The current multiples of earnings, cash flow, assets, and dividends of the S&P 500 (Ticker: SPY) imply that we live in a perfect world and perfection will continue to grow at a double-digit rate. We do not live in a perfect world. The...

While I generally shy away from thematic investing, two compelling sectors stand out as we look toward 2025: energy and regional/micro-cap banks, particularly those showing strong insider buying and attractive yields. Let me explain why these areas deserve special attention.  Banking has been...

Most of the time, we ignore insider selling. Insiders can sell for a host of reasons, such as estate planning, life changes, and liquidity needs. At younger, fast-growing companies, insiders are much more likely to be sellers, as insiders cash in returns on their initial investments in the company...

As we move into the New Year, it is a good time to revisit what we do and do not know about insider trading. We know that corporate officers’ and directors’ trading has to be revealed to the public via a filing with the Securities and Exchange Commission. We know that, in most cases,...

Insider activity is a little lower than normal for this time of year. We usually see a flurry of buying near the end of the year as insiders bulk up their holdings in anticipation of strong results over the next year. This has not happened this year. The ratio of insider selling to insider buying...