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Post by xray on Jan 21, 2022 12:10:33 GMT
GuruFocus.com Sugarloaf Wealth Management insider Thu, January 20, 2022, 5:38 PM These are the details of the buys and sells.
New Purchases: ECC, UOCT, JPST, ROKU, XLY, CP, AFRM, LOGI, RBA, PL, DMYS, NVTS, IONQ, BROS, UPH, MQ, UUUU, PUBM, VIAC, WSM, OGI, PAGP, SSSS, LYB, WFG, AQN,
Added Positions: ADME, ACIO, OSCV, IEFA, ICSH, INFL, MINT, PDI, IEMG, ITOT, V, RSP, MUB, FIS, GS, DG, AMZN, CHE, GOOGL, JPM, ROP, BR, SPLG, ADBE, CPRT, PXD, FB, VXUS, NVDA, UNH, IWM, PULS, ASML, ABC, AZO, GOLD, BMY, CRL, SCHW, CSGP, NEE, FDX, IBM, INTC, ICE, ISRG, LRCX, LMT, SPGI, NFLX, PHM, RCL, POOL, CRM, SHW, TMO, ZIOP, PHYS, FRC, NOW, FANG, RH, ZTS, PYPL, AM, MNRL, CARR, S, S, MJ, NUSI, XLE, MO, ADM, BTI, BKE, LUMN, CSCO, CL, COST, ERF, EPD, FRT, GE, LVS, MFC, MSI, VTRS, NCR, NYMT, OGE, OHI, OKE, ORCL, PEP, ROK, UPS, WPC, WHR, IQI, UTF, CII, CODI, ETJ, VMW, STK, PSLV, KMI, MOS, HTBX, THQ, CWBR, ACV, NTB, DOW, KTB, CRWD, BSTZ, AIO, OPEN, PLBY, COIN, MTTR, SRAD, AMLP, AOA, BAR, CGW, EFA, EMB, FDL, HDV, HYG, IEV, IJS, IVE, IXUS, REM, RWO, VSS, VT, XRT, YOLO,
Reduced Positions: VIG, MSFT, TSLA, IVV, SPY, AAPL, FITB, XLK, MGC, MCK, MTUM, BIDU, DAL, NFJ, IJR, CHY, BP, UNM, TGT, SYK, DIA, RYAM, O, BRK.B, VB, GILD, VO, DVY, D, DDOG, FAS, EEM, XLU, FIXD, IGIB, IDV, ITA, IYR, ROM, TECL, USO, VUG, VXF, VYM, AMT, SKT, CPB, CCL, C, CAG, XOM, GIS, MDLZ, MAR, NRG, RDS.A, SIRI, SBUX, BNDW, WFC, WLL, RDS.B, PDT, HPI, GRX, PSX, MGNI, KHC, SE, UPST, ACWI,
Sold Out: PCI, IVOL, PTBD, KSU, DVN, HUM, SWAV, TDOC, TTWO, PLXP, ABMD, LGO, CXP, U, AMC, TPGY, LOKB, DOCN, PATH, STEM, SLVM, IYE, LMND, W, VOD, UAA, SBOW, PENN, NWN, FE, DKS, AEO
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Comment: Some of us already have ECC in our portfolio's. Looking at the analysis data (COB last Friday), ECC has a 10star rating, report card rating of 100 (power rating of 100) and a Rf (risk to portfolio's) of 0.432 (must be >0.532) with a portfolio sell code of "0" (no risk) and paying a current dividend of 13.85% (at discount to book value). Always, as usual, "SINGLE OPINION"...
Live Long and Prosper....
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Post by uncleharley on Jan 21, 2022 12:58:38 GMT
The fact that insider adds far outnumber sales is telling. Maybe I should buy my PDI back.
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Post by xray on Jan 21, 2022 19:04:11 GMT
uncleharley, Your: The fact that insider adds far outnumber sales is telling. Maybe I should buy my PDI back. --------- With all of the new " LOW's" being initiated each day, waiting for the turnaround is highly recommended. Some new low's of selected securities are being reported reaching their worst low's since reported in the last 10 years.... Live Long and Prosper....
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Post by anitya on Jan 21, 2022 21:45:09 GMT
The fact that insider adds far outnumber sales is telling. Maybe I should buy my PDI back. As you know, I too had sold out of PDI and was hoping for PIMCO insider buys but more likely they will not come because those insiders will have to participate in PAXS IPO too www.sec.gov/Archives/edgar/data/0001886878/000119312522013044/d298432d8a12b.htmSorry, meant to say that I did not find any PIMCO Forms 4 for PDI. The listing you saw is probably from Form 13-D that may have been filed, which could have been triggered when PCI / PKO ownership was rolled into PDI via the merger.
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Post by richardsok on Jan 22, 2022 1:18:00 GMT
Went through insider trades lists today. As you'd expect, there are few significantly big buys the last few days. But one did stand out. RWAY has been getting some significant institutional purchases (OCM Holdings). RWAY is a new equity, but has a bunch of "Buy" ratings and looks to be significantly over-earning its 7.8% payout now and into next year. In a dip just now, of course.
Not a recommendation. Just an observation.
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Post by xray on Jan 22, 2022 11:40:01 GMT
GuruFocus.com Markston International Llc insider Fri, January 21, 2022, 1:38 PM
These are the details of the buys and sells.
New Purchases: NRZ, MARA, QRTEP.PFD
Added Positions: BABA
Reduced Positions: AAPL, MSFT, BAC, CMCSA, DIS, MS, AIG, FB, GS, AXP, ORCL, JPM, WFC, BRK.B, LSXMK, MPC, ABBV, T, CVS, USB, LBRDK, CSX, RTX, JNJ, PG, UNP, BKNG, PEP, WBA, COP, BA, CARR, FOXA, PSX, PYPL, OTIS, MDT, MAR, PFE, MSGS, LBRDA, MSGE, BK, VAC, TAST, BOX, TWNK, NLYDS, ASGN, OGN, NLY
Sold Out: MCD, KO, PEAK, VZ, UDR, AMCX, VTRS, SABR
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Live Long and Prosper....
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Post by xray on Jan 22, 2022 11:45:26 GMT
GuruFocus.com Ahrens Investment Partners LLC insider Fri, January 21, 2022, 1:38 PM These are the details of the buys and sells.
New Purchases: UNH, BOIL, VFMO, VNQ, FNDX, SCHG, JRS, AVUS, MO, LOW, BX, TIP, XSVM, QCOM, RTX, YUM, AWK, CARR, RJA, VRP, CAT, DUK, FCX, NFLX, TRGP, ACRE, PID, VAW, VGK, VOOG, MMM, AEP, BA, CSCO, EW, HWC, NKE, O, DIS, NXP, FANG, DSL, DLN, DLS, GDX, RNSC, SUSA, XWEB, BP, CTSH, F, GSK, TROW, UPS, WM, NVG, MA, BBN, GM, BCAT, FBCG, GSY, NETL, PKW, XITK, XLF, CL, DHR, DPZ, EOG, FDX, IBM, MMP, MRK, NEM, RDS.A, TRP, MVT, CODI, PM, GBAB, RH, IVT, DBA, DIG, FFTY, FTSM, HNDL, HYLB, IDU, SPIB, SSUS, TBT, ULVM, VSS, ABT, AZO, CAG, D, GILD, HON, LRCX, CRM, SLB, TSM, TMO, JPS, MPC, PDI, SRC, WHF, KIO, BABA, GNL, IIPR, ROKU, ARKW, BKLN, BNDX, DGRW, FDIS, FDN, FIDU, IJJ, IWM, SCHD, SPYG, UGL, USO, VUG, XLRE, ACN, AZN, BAC, C, COP, HAL, INTC, LMT, NSC, OXY, PRU, SU, SYY, TXN, WBA, CMG, MUE, CHY, NHS, ETG, IGR, ETB, BDJ, TECK, CIM, APTV, WES, VEEV, TWTR, HUBS, QRVO, ACV, KHC, THW, SQ, TRTN, MRNA, PLTR, ABNB, BLCN, DIA, FREL, IYLD, KOIN, LQD, ROBO, TQQQ, TTAC, VDC, VHT, VOO, VTEB, XLU, XLY, XMLV, APD, AEE, IVZ, APA, AMAT, ATO, BHP, BMY, BG, CSX, CVS, CP, CCI, DVN, DEO, EMR, EXAS, NEE, ITW, IP, MKL, NEWT, ES, NOC, NVS, ORCL, PAYX, PDS, PFG, RAD, ROP, TRV, TER, USB, UNP, VTR, CHI, FFC, PCN, CSQ, BBL, ULTA, CELH, PBA, BCX, TPVG, PAYC, JD, OCUL, STOR, TDOC, TTD, FND, RLJPA.PFD, VMD, ZS, NIO, DOW, OTIS, COIN, AOK, DGRO, DVLU, EEM, EWJ, FDL, FPE, HYLS, IBB, IJK, IMLP, IPO, IUSG, IVOL, IWC, IWD, IZRL, KBWD, MLPA, NUSI, OEUR, PSCH, RNEM, SDIV, SDY, SNSR, SRET, TEQI, TNA, VSDA, VTV, XLP, XMMO, ABB, CB, AES, AKAM, ANIK, AN, BAX, BDX, BMRN, BLK, BWA, BTI, BAM, CTRA, CNI, COF, CSWC, BXMT, LUMN, CI, CMCSA, GLW, DTE, DXPE, DRI, DLTR, DD, EXP, ETN, ECL, EPD, EQT, GPS, GRMN, RHP, GD, GIS, GS, HDB, HP, JCI, KMB, GOGL, MDLZ, LCNB, LYV, MGM, MRO, MKC, MCK, MDT, MCHP, MU, MS, NFG, NGG, NVO, NUE, ON, OSTK, PENN, PXD, PXLW, NTR, PEG, PCYO, SBAC, SWKS, LUV, SBUX, TJX, TTE, WEN, UL, UBA, EGY, VGR, ANTM, WFC, WSM, AUY, ET, AWF, HIO, CEF, GAB, USA, HQL, PDT, EVV, JPC, NAD, MAV, GDV, SCD, FCT, KYN, TYG, BOE, CGO, NXDT, AVAV, BR, DAL, BGY, CHW, MELI, BIP, KDP, OPI, PMT, AVGO, GNRC, IHD, NXPI, HCA, MOS, GRPN, DBL, SPLK, DKL, FUBO, PSXP, AR, AMC, AAL, OGS, CARA, LADR, GLOP, ASPN, CFG, BST, GSBD, ETSY, CHCT, EDIT, SITE, USFD, YUMC, BL, AYX, BKR, SE, WHD, ZM, UBER, FVRR, DT, DDOG, CPZ, EBC, PTA, QS, UPST, SVFAU, ROSS.U, OWL, MQ, DOCS, LCID, OLPX, RIVN, AGG, BITO, BOND, BOTZ, BOUT, BSV, CBTG, CFO, DBC, DES, DRIV, DTD, EFV, EMLP, EUSC, FCOM, FDHY, FNY, FV, FXY, FYC, GUSH, HEDJ, HTEC, HYG, ICLN, IJS, ISTB, ITA, IWV, IWY, IYH, JETS, LMBS, MGK, MJ, MOO, MUB, PCEF, PFM, PFXF, PHO, PSK, PSP, QTUM, REMX, RING, RPG, SDS, SOCL, SPEM, SPFF, SPHY, SSO, TGRW, UCO, USHY, VBR, VCIT, VCR, XHB, XLB, XYLD, FLWS, ADBE, AFL, HES, AXP, ADI, ANSS, ABR, ARW, ADP, TFC, GOLD, BBBY, BIG, BMRA, BHC, AZTA, CDNS, CNQ, CCL, CSV, CNP, FIS, CRL, SCHW, CTAS, CIA, CLF, CLX, CNO, STZ, CPRT, CS, ENLC, ELA, ELA, DAR, DIOD, DOV, DRE, EMN, EA, ENTG, EXC, FMC, FAST, FITB, FFIN, BEN, FCEL, GME, GE, HSBC, HAIN, LHX, HIG, HAS, WELL, HPQ, HXL, IBN, ITT, IEX, IDXX, ILMN, TT, ICE, INTU, ISRG, J, LKQ, LH, LSTR, MTB, MDU, MAR, MMC, MET, VTRS, NCR, NVR, NOV, ORLY, OTEX, OSK, PNC, PPL, PTC, PH, PNFP, PGR, STL, PHM, ROLL, RES, RRX, RIO, WRK, ROST, RCL, RYAAY, POOL, SMG, SHW, SBNY, SIRI, SWK, SRCL, SPH, SNPS, TTWO, TECH, VIV, TXT, THO, TRN, UBS, UAA, URI, VFC, VRTX, VOD, VMC, WAB, WDC, WY, WEC, WYNN, XLNX, SPB, ZBH, HEI.A, MRKR, TDG, CMU, FAX, HQH, RVT, SPE, GGT, MVF, HPS, NEA, AVK, NCZ, EAD, PFN, EOS, IGD, KALU, DAC, BYRN, ETY, ALLT, RHE, BBDC, CQP, TMUS, DFS, TEL, AROC, TGH, FERG, VET, SRNE, TAK, DAN, RGA, OCSL, BUD, XXII, FTNT, VRSK, DBRG, CHTR, FRC, HZNP, ZNGA, MTSI, ENPH, TCPC, WMC, FRG, PANW, QLYS, ZTS, ESPR, PAGP, TSLX, CGC, CVEO, AY, VNOM, TMX, VRTV, FWONK, ENLV, WLKP, HMLP, CZR, KEYS, LBRDA, LBRDK, QSR, SHAK, TLRY, TLRY, SENS, FTAI, BKI, CC, ZYNE, Z, HPE, RMR, GCP, UA, LSXMA, LSXMK, FTV, ASIX, VVV, CRSP, GRWG, LW, PK, JELD, SNAP, YEXT, AM, SOI, APPN, WOW, BHF, RDFN, TDW, SPOT, INSP, ROAD, TALO, GRIN, BNGO, GH, LTHM, BCSF, PINS, ALC, CTVA, BITF, NVST, BRMK, BIPC, ZI, DKNG, OM, ASAN, VNT, FSR, PUBM, OGN, WFRD, NE, SOFI, SOFI, DTM, BAMR, SPRC, DWAC, XPRO, KD, ONL, RGF, IQMDU, DOUG, ALFA, ARKX, BATT, BFTR, BLOK, BUZZ, CIBR, CLIX, CVY, EDOC, EPP, ERX, FBT, FCG, FTSL, GOVT, GYLD, HYS, IAT, IBBQ, ICVT, IDV, IFRA, INFL, ITB, ITOT, IUSB, IUSV, IWP, IWR, IWS, IXUS, IYW, JNK, KXI, MDYV, META, MORT, MOTI, MSOS, PBW, PEJ, PRNT, PXF, QQQJ, QTEC, REM, RPAR, SCHA, SCHE, SCHF, SCHH, SCHV, SCHZ, SDEM, SHY, SLYG, SMH, SPIP, SPLG, SPXL, STPZ, TAN, UNG, VDE, VGLT, VIS, VOOV, WDIV, XHE, YOLO
Added Positions: CVX, ECC, JOET, TELL, UTG, OUSA, MHD, MQY, SCHP, FTEC, XLE, BRK.B, ABBV, T, LNC, JPM, XLK, XLV, NRZ, APTS, MQT, PGX, QQQ, SPY, TDVG, VGT, IJT, TGT
Reduced Positions: PTH, FPXI, PTF, GVIP, MTUM, FPX, TCHP, ETJ, ARKF, MLPX, JRI, LHCG, BME, STK, FINX, SSSS, ARCC, NEAR, ETO, MINT, ENB, MOAT, VZ, EXG, RNP, LDUR, ARKG, FVAL, NOBL, HBCP, PSX, BETZ, USMV, BUI, VNM, EQR, BSTZ, SPHQ, XBI, TEF, IHI, PTY, ARKQ, FDLO, JSML, EPR, RQI, XOM, MPW, HTA, PCY, OKE, BIZD, FHLC, IAU, SPGP, ADM, DG, SACH, HFRO, AOA, ENFR, SPLV, IRM, LULU, KMI, CCD, PYPL, TEAF, ORCC, FQAL, VLO, WMB, STAG, FB, XFLT, MDB, FDRR, FDVV, JEPI, QYLD, UTF, ETV, AWP, AGNC, AMLP, ARKK, FDMO, FVD, HDV, SMDV, TDIV, VYM, NLY, LNG, TSCO, WPC, DNP, AOD, SAR, WTRH, HACK, SPHD, AMD, AMT, AMGN, JNJ, MCD, RIG, HTD, V, STWD, MPLX, SHOP, AOR, DTN, FIXD, ICSH, IVW, PEY, RNLC, SLV, SPHB, SPYD, VTI
Sold Out: UDOW, DS, NXR, PCI
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Live Long and Prosper....
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Post by xray on Jan 22, 2022 12:00:33 GMT
GuruFocus.com Pinnacle Wealth Planning Services, Inc. insider Fri, January 21, 2022, 9:38 AM
These are the details of the buys and sells.
New Purchases: SQ, ZM, WSO, TIP, BK, SFM, CI, GIS, TD, HSBC, JCI, KLAC, MCHP, MUR, OMCL, SPG, ABB, VRSN, ZBRA, FTNT, CTLT, FCX, AMN, AIG, BLDR, CNI, CME, DHI, D, EXC, EBAY, LYB, TDG, AWK, CDNS, WDAY, CDW, CBRE, KEYS, VST, AQUA, WF, WF, IEX, CARR, SOFI, SOFI, IT, XLNX, MFC, ORLY, STZ, TLK, PAYX, PDCE, CHD, LH, VRTX, WST, DD, WPC, VOD, NMR, VMD, GPRO, MLCO, LFC, RIGL, BBD, AGLE, ENIC, EPZM, PBYI, TME, NLTX, PAYA, PSFE, HLX
Added Positions: ET, SPSM, FB, GWX, SPAB, OKE, FSK, MSFT, NDSN, AAPL, AMZN, JNJ, EFA, EMB, NKE, CRM, PYPL, DWM, FUN, GOOGL, NFLX, PG, GOOG, BRK.B, ISRG, JPHY, SPEM, ASX, CP, CVX, XOM, HD, MRK, MU, RDS.A, TSM, UNH, ABBV, EMTL, IVW, ASML, ADBE, BLK, CAT, CHT, CSCO, COST, DHR, HON, IBN, INFY, PNC, PEP, PKI, PFE, PUK, TM, WMT, ANTM, WFC, YUM, PM, GM, TIPX, CB, PLD, ABT, AMD, A, AMT, AMP, APH, AMAT, ADP, TFC, BHP, BAC, CVS, SCHW, CTAS, CL, ABEV, EMN, EW, LLY, OVV, EQIX, EL, NEE, FDX, GSK, GS, GRC, MNST, LHX, HPQ, HUM, INFO, INTC, KB, MDLZ, LYG, LOW, SPGI, MTD, MCO, NVDA, NVO, PGR, RMD, RIO, RY, SAP, TGT, TXN, TMO, TTE, TSN, USB, UL, UPS, VLO, DIS, WM, WIT, SHG, EDU, TEL, V, TAK, AVGO, KMI, MPC, PSX, NOW, IQV, TEAM, MRNA, SPDW, AXP, AON, SAN, BCS, BSX, CSX, KO, CPRT, CCI, DXCM, DEO, DUK, ETN, EMR, ERIC, GE, GILD, IDXX, INTU, KEP, LPL, LRCX, LMT, MMC, MET, LIN, REGN, ROP, SBAC, SONY, SO, SWN, SNPS, TJX, TEF, UMC, URI, RTX, WCC, WBK, MIN, JQC, IGD, BTZ, DG, CHTR, NXPI, BCX, ICLR, NRZ, SHOP, ALC, UBER, IEFA, IVE, VWO
Reduced Positions: FLTR, AGG, SPYG, VZ, SPLG, SPYV, QCOM, IWM, CMCSA, IWF, BGY, BMY, APD, SBUX, FIS, IWD, MDT, F, ECL, CS, MA, JPM, TRI, KEY, NVS, IBM, ATH, ATVI, MFG, HFRO, T, DOW, EMLP, BKNG, XLE, MO, AMGN, BA, C, CRL, AOD, AWP, DE, TAL, HCA, GHY, NTB, YUMC, DAKT, LOAN, ING, EEM, BDX, BBVA, ADSK, ADI, JNK, AEG, MMM, JBL, PH, NAT, PRU, NOK, RELX, RYAAY, SNY, MS, STLD, SYK, SYY, NSC, TSCO, UNFI, ICE, SMFG, GIM, NEA, AVK, EAD, IGR, NFJ, ITW
Sold Out: CLW, UAL, CANO, CLOV, MELI, BABA, LECO, HDB, SKM, IIM, SE, AKAM, MCW, ROST, FISV, BFK, COF, BUD, FPF, NTRA, BIIB, NAD, ILMN, VEDL, PHK, HMY, GET
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Comment: We should always see what the "BIG" money boys are doing with respect to our portfolio's (IMHO). The "New Buy's and the added positions" are where we should see opportunities (going forward) while the "Reduced positions and Sold out's" are reason for concern (should we be holding them) as big sell's by any of the insiders could lead to big drops in both MktPrc's and our current portfolio's....
Live Long and Prosper....
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Post by alvinthechipmunk on Jan 22, 2022 22:40:38 GMT
OMG. My eyes glaze over, looking at all of that... Kudos to all of you to whom it is meaningful. As for CEFs, I'm an Irishman, so I like to track IRL.
It's trading at a discount to NAV of -13.91%. A little bit less than the 6-month avg. And over the past 3 years, the avg. discount is -18.74%. YTD it's down -5.73%, coincidentally very near MAPOX, the OEF balanced fund, at -5.6%. (And probably a million others; I just happen to track MAPOX.)
Quarterly divs. look to have dropped off. What's up with THAT? Only December pay-outs, the past 2 years, and no div. at all that I can see in 2019. I made a little money in IRL many years ago, pre-divorce.
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Post by xray on Jan 23, 2022 20:23:08 GMT
GuruFocus.com ACT Advisors, LLC. insider Fri, January 21, 2022, 5:38 PM
These are the details of the buys and sells.
New Purchases: SCHP, SGOV, PDI, VOO, QLD
Added Positions: NTSX, VTI, OMFL, MTUM, QQQ, MSFT, AAPL, AGG, JPST, KO, HD, JIG, PFE, TGT, VZ
Reduced Positions: SCHD, ARKK, USMV, ACWV, SMMV, XMLV, FVD, MUB, LOW
Sold Out: IVOL, BND, PCI, T
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Live Long and Prosper....
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Post by xray on Jan 23, 2022 20:26:16 GMT
GuruFocus.com Edge Wealth Management LLC insider Fri, January 21, 2022, 9:38 AM
These are the details of the buys and sells.
New Purchases: EMB, BKLN, DOCS, PFIX, MNDT, PRVB, VOO, VBR, KD, CXM, RBLX, PSTX, PINS, CERS, SURF, KALA, BBU, MGP, VRAY, GTBIF, EVGN, ACER, CRIS, CGEN,
Added Positions: XBI, PFF, CRM, BSCO, PYPL, AAPL, NVAX, DIS, IWM, WFCPL.PFD, BRK.B, GOOGL, MSFT, PSA, HON, GD, AMZN, KWEB, WMT, KO, WM, JPM, MCD, PDI, BLK, BCRX, PEG, NCLH, GDX, PG, BAC, HEDJ, DUK, CVX, BA, GNRC, AMLP, GM, MRMD, SPY, TWTR, TDOC, ATVI, UBER, LMPX, PLTR, RTX, T, NVDA, TGT, VMW, BAM, WIRE, FDX, F, IWB, GS, BCX, DVY, NYMT, ROP, SLG, MTCR, DKNG, APO, BNTX, IVR, AYRWF, PK, LAZY, SQ, VNO, CROX, RCS, ZTS, BDJ, CODI, QRTEA, MITT,
Reduced Positions: FB, BSCN, EPD, BGCP, BACPK.PFD, BP, ETHE, CSCO, BSCM, CVS, MDT, MRK, TSLA, AGNC, XLF, AGNCN.PFD, NLYPF.PFD, ARKG, GBTC, ACN, MARA, GOLD, INTC, SOFI, SOFI, AMT, VIG, MSOS, MLPA, GLD, BK, DRIV, XOM, NEM, LZAGY, AFRM, SNOW, NG, SKY, SONY, RUN, ANET, TWO, XYL, V,
Sold Out: CERN, BSCL, PCI, HUGS.U, WYNN, BSJL, BATT, SBSW, LYB, SKIN, LVS, EUFN, APPS, VWO, HIMS, AAXJ, COLD, VYNE, CANO, BHR, EMXC, QQQJ, VXX, AM, SNAP, ALDX, TYME, PACB, CHTR, MA, RYCEY, LUV, ROST, HL, GME, RAIL, EQR, UFS,
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Live Long and Prosper....
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Post by xray on Jan 23, 2022 20:33:47 GMT
GuruFocus.com Claybrook Capital, LLC Buys ProShares Ultra S&P500, Altria Group Inc, Bristol-Myers Squibb ... insider Thu, January 20, 2022, 5:38 PM
These are the details of the buys and sells.
New Purchases: SSO, BMY, PDI, DX, VZ, QRTEA, XLY, XOM, BLOK, AJX, ABBV, ABT, TSLA,
Added Positions: MO, FSK, ARI, SPY, OCSL, QQQ, TPVG, BIZD, PMT, ET, AMZN, FB, JETS, JPC, AINV, VEA, KREF, TBT, SLRC, VWO, QQQJ, RC, XFLT, BA, OXLC, BSV, EFC, DTEC, BDX, GPMT, KYN, NYMT, SNSR, NRZ, EARN, MPLX, APD, STZ, GOOG, ARCC, DRIV, JPM, JNJ, CL, INTC, PG,
Reduced Positions: EWL, CRM, HES, COP, MSFT, GLD, XLF, XLE, EPRT, PCT, VIAC, VT,
Sold Out: ROM, EWG, LGO, XLU, PCI, SFIX,
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Live Long and Prosper....
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Post by xray on Jan 24, 2022 19:40:05 GMT
GuruFocus.com David J Yvars Group insider Mon, January 24, 2022, 9:38 AM
These are the details of the buys and sells.
New Purchases: DDOG, GOF, FTNT, LLY, AEIS,
Added Positions: XLU, GOOGL, HYG, XLK, CWB, GBAB, ANGL, PNQI, CRM, HYB, GDV, CSQ, QYLD, VZ, CII, PPT,
Reduced Positions: CROX, MSFT, TPX, FB, AMZN, ENTG, SPY, IJS, IJJ, IJH, AAPL, NFLX, MA, V, AMD, GNRC, PAYC, IWP, ETY, EXG, VGT, PFF, LQD, BDJ, FIVE, T, ED, IJR, TSLA, AEP, HDV, VV, XOM, PGX,
Sold Out: INMD, PYPL, GPM, DOCU, SQ, DIS, ECF, TDIV,
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Live Long and Prosper....
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Post by xray on Jan 24, 2022 19:43:52 GMT
GuruFocus.com Bard Financial Services, Inc. insider Mon, January 24, 2022, 1:38 PM
These are the details of the buys and sells.
New Purchases: OMC, UBER, DVN, SRC, BTI, CHD, MRVL, RNP, RNG, MP, DJD, IVE, MNMD, CYBN,
Added Positions: MLPA, TY, VIG, PFFD, PFF, EIX, IONS, VYMI, MOAT, CVX, WMT, AMZN, JEF, SCHD, LVHI, O, SNY, FB, PM, GOF, MO, VIGI, AMGN, VIAC, CSCO, LAW, ABBV, HBI, KO, ORCL, EPD, GIS, CCI, MMP, MS, CMP, QCOM, VTR, VZ, SYK, SHOP, PYPL, OGN, PSLV, GDX, TTE, C, DUK, BA, KMB, TAN, DLR, CEF,
Reduced Positions: WELL, HD, AAPL, WFC, PHYS, PFE, TFC, VNQ, WPP, DOCU, T, BX, TMO, VRT, ITA, VBR, XLF, LOW, LMT, LYG, GE, XOM, ALB, SIRI, XLE, GOLD, VDE, DXCM, EMR, GLD, CANO, CRWD, ZTS, NXPI, LHX, AVGO, USB, VTRS, TSM,
Sold Out: GIM,
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Live Long and Prosper....
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Post by xray on Jan 24, 2022 20:04:48 GMT
GuruFocus.com ACT Advisors, LLC. insider Fri, January 21, 2022, 5:38 PM
These are the details of the buys and sells.
New Purchases: SCHP, SGOV, PDI, VOO, QLD,
Added Positions: NTSX, VTI, OMFL, MTUM, QQQ, MSFT, AAPL, AGG, JPST, KO, HD, JIG, PFE, TGT, VZ,
Reduced Positions: SCHD, ARKK, USMV, ACWV, SMMV, XMLV, FVD, MUB, LOW,
Sold Out: IVOL, BND, PCI, T,
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Comment: Dow is now down -10%, Russel -20%
Live Long and Prosper....
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Post by xray on Jan 25, 2022 11:13:43 GMT
GuruFocus.com Bard Financial Services, Inc. Buys insider Mon, January 24, 2022, 1:38 PM
These are the details of the buys and sells.
New Purchases: OMC, UBER, DVN, SRC, BTI, CHD, MRVL, RNP, RNG, MP, DJD, IVE, MNMD, CYBN,
Added Positions: MLPA, TY, VIG, PFFD, PFF, EIX, IONS, VYMI, MOAT, CVX, WMT, AMZN, JEF, SCHD, LVHI, O, SNY, FB, PM, GOF, MO, VIGI, AMGN, VIAC, CSCO, LAW, ABBV, HBI, KO, ORCL, EPD, GIS, CCI, MMP, MS, CMP, QCOM, VTR, VZ, SYK, SHOP, PYPL, OGN, PSLV, GDX, TTE, C, DUK, BA, KMB, TAN, DLR, CEF,
Reduced Positions: WELL, HD, AAPL, WFC, PHYS, PFE, TFC, VNQ, WPP, DOCU, T, BX, TMO, VRT, ITA, VBR, XLF, LOW, LMT, LYG, GE, XOM, ALB, SIRI, XLE, GOLD, VDE, DXCM, EMR, GLD, CANO, CRWD, ZTS, NXPI, LHX, AVGO, USB, VTRS, TSM,
Sold Out: GIM,
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Live Long and Prosper....
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Post by xray on Jan 25, 2022 19:55:41 GMT
GuruFocus.com Portfolio Strategies, Inc. Buys First Trust NASDAQ Clean Edge Green Energy Idx Fd, Global X U.S. ... insider Tue, January 25, 2022, 9:38 AM
These are the details of the buys and sells.
New Purchases: QCLN, PAVE, DRIV, XLY, CIBR, HD,
Added Positions: IYW, VOOG, VCR, QQQ, GRID, MSFT, AMZN, FB,
Reduced Positions: FIW, QUAL, IAI, AAPL, BRK.B, IGM, GOOG,
Sold Out: REZ, RYH, OMFL, USA, IHI, ICF, BCPC,
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Live Long and Prosper....
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Post by xray on Jan 25, 2022 20:02:01 GMT
GuruFocus.com Kingfisher Capital LLC Buys insider Tue, January 25, 2022, 1:38 PM
FSK +2.79%
KYN +3.11%
These are the details of the buys and sells.
New Purchases: VTIP, DE, VIAC, LRCX, MIDD, BKNG, JEF, COIN, CHTR, LNG, FCX, ALB, LAZR, PATH, LAC, DYNS, SO, F, DBRG, LOW, INFL, SABR, WEBS,
Added Positions: GBTC, ETHE, CNC, FSK, SHY, TSLX, ICE, SCHP, IVV, SBLK, MLM, DHR, ABT, SHW, AWK, DIS, HON, A, QQQ, SPIB, ROP, TSM, INTU, VO, POOL, MTN, QCOM, PHM, TMO, PXD, APO, CC, BND, RYH, AOS, VNOPM.PFD, USIG, VWO, EXPO, ADBE, AXP, COO, COST, ILMN, MSFT, ORLY, PGR, ROST, TDY, AMZN, PSA, LH, AER, GOOGL, BAB, TIP, ALV, BAC, IDEV, TOTL, MUNI, V, DUK, TER, GLD, BLDR, CCI, HCA, ETW, CVX, SPDW, FSEN, TGT, FDUS,
Reduced Positions: FNV, IAU, IGSB, AXON, PYPL, DFH, NKE, BSV, SUB, ECL, NVDA, AAPL, MMAT, PFF, EMB, IWM, IEMG, VV, BRK.B, VZ, RY, UNP, GD, QID, XOM, D, BMLPJ.PFD, GSPC.PFD, LMT, LQD,
Sold Out: SDS, KYN, CVS, JELD, FISV, SQ, GPN, MUB, EEM, VCSH, IJJ, MELI, ASHR, IHI, TECS,
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Live Long and Prosper....
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Post by bb2 on Jan 26, 2022 20:48:36 GMT
Question. What goes into a buy decision of a CEF like ECC? I'm uneducated concerning much, especially bonds, CLO's. ECC looks like it has all speculative assets, (S&P B and less). Distribution is around 25% with 10% fees - 13% or so return. Leverage of about 50%. Turnover 50%. 92% US. Price has never been higher than in 2014. So why is this attractive? 13% income is great but is it sustainable? Are these CEF guys really that smart? It seems like alchemy. I've been trying to understand this for years, watching PCI, et al. Even owning Pimco CEFs, though I sold a couple years ago when rates rise was in the wind. I've googled this over and over but remain in the dark. I guess they're buying and selling and are really good at it.
Thanks.
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Post by richardsok on Jan 26, 2022 21:29:24 GMT
Question. What goes into a buy decision of a CEF like ECC? I'm uneducated concerning much, especially bonds, CLO's. ECC looks like it has all speculative assets, (S&P B and less). Distribution is around 25% with 10% fees - 13% or so return. Leverage of about 50%. Turnover 50%. 92% US. Price has never been higher than in 2014. So why is this attractive? 13% income is great but is it sustainable? Are these CEF guys really that smart? It seems like alchemy. I've been trying to understand this for years, watching PCI, et al. Even owning Pimco CEFs, though I sold a couple years ago when rates rise was in the wind. I've googled this over and over but remain in the dark. I guess they're buying and selling and are really good at it. Thanks. "So why is this attractive? 13% income is great but is it sustainable? Are these CEF guys really that smart?"Chang: This guy deserves a prize.------------------ When you know about ECC going forward, we'll all know. The 28% is PAST distributions which includes a one-time special end-of-year payout. (Get my drift?) CEF investors are often small fry(i.e. dumb money). Many high-yielding CEFs are not fulling earning their payouts from income. But can generally keep the polka going if their NAV is climbing. It's not such a hard trick if you're managing a fund in a big bull market. Otherwise ..... Pimco is the only CEF management I know of that regularly and transparently publishes how well they're are covering their CEF distributions. From time-to-time you can find good articles on Seeking Alpha that include analyses on how well certain CEFs are supporting their yields. Good luck.
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Post by xray on Jan 26, 2022 21:47:29 GMT
GuruFocus.com Creative Financial Designs Inc Buys insider Wed, January 26, 2022, 9:38 AM
These are the details of the buys and sells.
New Purchases: FDRR, VV, GOF, DOCN, BFTR, BTEC, XRT, DNP, INDS, SPHQ, DKS, EQR, WIW, IRT, DWAC, FNDF, FNDX, META, OEF, SCHX, SPIP, TPLE, VIOO, VTC, VXUS, YYY, BHC, CBRL, CCRN, FBC, IPAR, KBH, KNX, KSS, MAN, ORI, SAVA, PWR, RPM, WPM, TDS, TRI, TOL, UCTT, MUA, PEO, ZTR, ZTR, PGP, HNW, VMW, KW, AG, SRNE, HI, VUZI, PCRX, SAND, CPRI, FRG, RH, LAND, TRUP, WING, DSKE, ARTL, PI, INVH, CODX, PHUN, U, ASO, UPST, RBLX, ARVL, CFVI, NEGG, VSCO, GXO, HOOD, OPFI, VLTA, FRSH, FRSH, HLTH, AOR, BLOK, BWX, COM, EWMC, FEX, FNDA, FNDC, FNDE, FXN, HDGE, HYXF, JSML, MDY, ONEV, PBD, PGX, PHYL, QLC, QQEW, QQQM, QTUM, ROBT, ROSC, RYE, SCHB, SCHH, SGOL, SPMO, SPVU, TPYP,
Added Positions: CAT, SCHP, BIBL, BLES, IUSV, AAPL, SCHO, VOOG, LKQ, RDVY, IXUS, SPLG, VYM, ALTO, IUSB, VCSH, VXF, BIV, EFG, CGW, FBND, ISTB, TPHD, VO, ESGU, IBD, FALN, ISMD, TDTF, XSOE, BIIB, VIAC, BND, FDIS, PSMM, VAW, VB, VONG, EFV, GOVT, IEFA, IJR, JKK, MNA, SUB, UCON, VTV, VWO, XLRE, FYT, IWL, JKH, PTBD, SPSB, VCIT, VTEB, XLE, JPM, COWZ, EMQQ, HYDB, ITOT, QQQ, SMB, VOT, CVX, ED, LLY, F, MGEE, PLUG, REGN, STLD, CLM, DOW, BNDX, FDN, FIXD, FPE, GBIL, IJH, IYK, JNK, LTPZ, MGK, PTNQ, SCHA, SCHG, SIMS, SKYY, SPLV, SRVR, TLH, USMV, VGT, VHT, VSS, XLF, ABT, BLL, BKH, C, D, ENB, NEE, GIS, WELL, HON, INTC, IFF, SJM, K, LEG, BBWI, MDT, MRK, MU, NUE, PEP, QCOM, SO, UNP, GWW, WMT, CRF, THTX, ABBV, KNOP, GOOG, ATKR, STNE, DELL, AOK, BOTZ, COMT, DGRO, DIAL, DRIV, DSI, DTD, EEM, EFA, EMB, FEZ, FINX, FTA, FTSL, FXL, HEFA, IAU, IDRV, IVV, IWP, IWY, IYH, LMBS, LQD, MUB, NXTG, PTLC, SCHF, SCHV, SHYG, SNSR, SOXX, SPIB, SUSA, SZNE, VBK, VEA, VLUE, VOO, VTI, VUG, XAR, ABM, PLD, T, AMD, ADC, APD, Y, AWR, AMP, AMGN, BAC, BLK, BWA, BMY, CHRW, CWT, LUMN, CME, CINF, CSCO, CLX, VALE, COP, ENLC, DE, DOV, DD, DUK, EMR, FISV, FCX, GPC, FUL, HPQ, HRL, ITW, KMB, LANC, MGM, MBT, NFG, NEM, NOC, NWN, NVAX, OLN, OHI, PCG, PPG, PH, PFE, PSEC, SJW, SWK, SCL, SYY, TGT, UPS, VFC, WPC, CEF, RQI, FTF, UTF, GGN, FOF, FSLR, TMUS, DAL, DFS, HROW, WKHS, OMER, TRNO, PHYS, HRZN, PSX, MRCC, REXR, PGEN, AAL, CGC, THQ, SHOP, YUMC, OKTA, PLL, PINS, UBER, CRWD, WIMI, NET, SNOW, GDRX, AFRM, AOA, AOM, ARKW, BIL, BOND, BSV, CIBR, CLOU, CMBS, CWB, CWI, DIA, DLN, DWLD, EBND, ESGV, EUSB, FAAR, FCTR, FDHY, FDT, FEMB, FEP, FIW, FMF, FNX, FTC, FTSM, FTXO, FUTY, FXD, FXR, GSLC, HERO, HNDL, HYG, HYLS, IBB, IDLV, IEF, IJJ, IJK, IJS, IQLT, IVOL, IVW, IWD, IWO, IYW, KBWB, KRE, LOUP, MCHI, MILN, NUDM, NUEM, NULG, NULV, ONEQ, PBW, PFF, PFFD, PFFV, PHO, PIE, PRF, QCLN, QTEC, REMX, RISN, ROBO, RPV, RTM, SCHC, SCHE, SCHM, SLY, SLYG, SMDV, SMH, SOCL, SPDW, SPMD, SPTL, SPTM, SPTS, TAN, TLT, TTAC, VFH, VGIT, VGSH, WWJD, XHB, XLV, XLY, XMHQ,
Reduced Positions: USB, CVS, SCHJ, SPY, MMC, PYPL, AGG, AMZN, CRM, ARKK, FXH, XLK, ADBE, NVDA, DIS, MA, FTNT, BABA, ARKF, FPXI, FV, FVC, IWR, LGLV, SUSB, AMT, CNC, CL, COST, CMI, DRI, GILD, LHX, JNJ, NKE, PENN, RSG, NOW, FSK, TWLO, CHWY, CHPT, CHPT, DWPP, GNOM, IYR, MTUM, QUAL, XMMO, MMM, CB, AYI, ANSS, AMAT, BIO, BA, SCHW, CHKP, CGNX, CPRT, DHR, EMN, GD, GPN, GS, GGG, HD, IDXX, ILMN, ICE, INTU, ISRG, KEY, LCUT, LYV, MPW, MSFT, NFLX, OXY, BKNG, PG, SLB, SMG, SHW, SNA, TDY, TXN, THO, X, UNH, XLNX, MWA, BX, MELI, TGH, V, TSLA, LYB, SPLK, FANG, VEEV, SQ, ZUO, NIO, DKNG, DBC, ESGD, ESML, FBT, GBLD, GDX, GLD, IBUY, IPAY, SDG, SHY, SLV, TPLC, USRT, USXF, VIG, VNQ, VTIP, ACN, ALB, AIG, AON, WTRG, AJG, TFC, BP, BAX, BDX, BRK.B, BXP, APYX, CF, CSX, CP, KMX, CASY, CHDN, CTAS, CLF, KO, CTSH, CMCSA, CAG, CCI, XRAY, DTE, DEO, DLTR, ETN, ECL, EPD, EFX, EXEL, XOM, FDS, FDX, FITB, FMBH, IT, GSK, HDB, HAS, HSIC, HSY, HUM, HBAN, HUN, IBM, ISBC, JCI, MDLZ, LMT, MRO, MKL, MRVL, MAT, MCD, MET, MS, MSI, VTRS, NDSN, NSC, NVS, NVO, ORLY, ODFL, OKE, PNC, PKG, PAYX, LIN, PSA, PHM, RRC, RF, RAD, ROP, RY, RCL, SAP, SNY, SPG, SWKS, SWBI, SONY, LUV, TRV, STT, TROW, TJX, TSM, TMO, UL, URI, UVV, VZ, WM, ANTM, WFC, WDC, WMB, XEL, ZBH, EBAY, RDS.B, RMT, LLNW, ULTA, DISCK, BUD, DG, ST, BBN, GM, MPC, GWRE, FB, FUBO, NCLH, ALLY, PAYC, ACB, STOR, KHC, MCFT, RMR, FTV, NTNX, LW, VREX, APPN, AFIN, BAND, SPOT, SONO, LYFT, ALC, CTVA, IMVT, VNT, AI, OGN, ACWV, ARKG, ARKQ, BSJM, BYLD, CHIQ, CTEC, DEM, DGRS, DGS, DLS, DMXF, DON, DWM, EPS, ESGE, FEM, FENY, FLTR, FYX, HSCZ, ICLN, IEMG, IGLB, IQDG, ITB, IVE, IWF, IWM, IXG, KBWY, MGC, MINT, NFRA, NUSC, PAVE, PKW, QYLD, REM, SCHR, SHV, SJNK, SLQD, SLYV, SPTI, SPYD, SPYG, USHY, USMF, USO, VOE, VPU, VT, VYMI, XBI, XLB, XLI, XLU, XSVM,
Sold Out: ENTG, DAR, ASML, CRL, SBAC, SNPS, EVGO, ADSK, CBRE, DHI, EGP, ERIC, FCFS, FLEX, RJF, TTGT, ZNGA, FOUR, AEIS, AKAM, ARE, ALGN, AEL, AZN, ATO, AVT, BSX, CBT, CCMP, CENT, CSGP, EW, FORM, FELE, HTLF, HXL, MTCH, INFO, JKHY, LH, LFUS, MAS, SPGI, MTH, MOH, MPWR, MOG.A, STL, R, SANM, SEE, SON, SF, TKR, TSCO, TGI, TRMK, UBSI, UNFI, VMC, WSBC, BKT, EBS, BR, ETJ, MSCI, RGA, BLNK, HII, STAG, ZTS, MGNI, SABR, ETSY, TDOC, ROKU, PEY, AOS, ABB, AES, SRPT, ATVI, NSP, AIN, ATI, DOX, HES, APH, IVZ, ADI, APA, ARWR, AVY, BHP, BMO, OPCH, BMRN, BF.B, BMTC, CRH, CTRA, HLX, CPE, CNI, FIS, CTXS, COHR, CR, TCOM, DVN, DLB, DPZ, DISH, EME, ENS, ETR, EQIX, ESS, RE, EXAS, EXPD, FE, BEN, GATX, MNST, HELE, HMN, HUBB, LAMR, LEN, MTB, MKTX, MLM, MCK, MHK, TAP, MUR, NOV, NYT, NEU, NR, NI, NTRS, NUVA, ON, OSIS, PPL, MD, PRGO, PHG, PXD, POWI, PGR, PUK, PEG, DGX, DORM, RELX, RNR, RCI, RDS.A, RYAAY, SMTC, STFC, EQNR, SCS, STE, SUI, SU, GL, TTE, ACIW, TYL, PAG, UFCS, WCN, WAT, WAL, WEC, WWW, WWD, SMFG, GIM, JRS, EVR, EDU, AWI, AIMC, SQM, CNK, CLR, TEL, LULU, AROC, FERG, KAR, PEB, DQ, QNST, HTHT, SSNC, FAF, ENV, BWXT, NXPI, AMRS, GMAB, BAH, FLT, MX, CSOD, XYL, UI, APTV, TRIP, POST, ALSN, VIPS, FET, SUPN, PNR, QLYS, BERY, BFAM, ICLR, SEAS, BLUE, CDW, RNG, VCYT, TNDM, MC, WB, ZEN, SAGE, FWONK, VKTX, CDK, SHLX, AXTA, FGEN, LBRDK, OCGN, NEWR, VSTO, GDDY, BKI, CABO, TRU, PLNT, BGNE, WBT, LSXMK, CDEV, FHB, FBK, IRTC, GOOS, PUMP, CVNA, SPCE, PAGS, BTBT, CHX, EQH, FOXA, PSN, IAA, BNTX, IAC, HYLN, EFTR, ADRE, AGGY, BLV, EWY, FLOT, HYLD, IFV, IGBH, IYM, IYT, PFFR, PPTY, RWR, VEU, XYLD,
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Live Long and Prosper....
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Post by xray on Jan 26, 2022 22:41:29 GMT
richardsok, Your (bb2): Question. What goes into a buy decision of a CEF like ECC? I'm uneducated concerning much, especially bonds, CLO's. ECC looks like it has all speculative assets, (S&P B and less). Distribution is around 25% with 10% fees - 13% or so return. Leverage of about 50%. Turnover 50%. 92% US. Price has never been higher than in 2014. So why is this attractive? 13% income is great but is it sustainable? Are these CEF guys really that smart? It seems like alchemy. I've been trying to understand this for years, watching PCI, et al. Even owning Pimco CEFs, though I sold a couple years ago when rates rise was in the wind. I've googled this over and over but remain in the dark. I guess they're buying and selling and are really good at it Thanks. "So why is this attractive? 13% income is great but is it sustainable? Are these CEF guys really that smart?" ---------- Many years ago (90's), there were a few securities similar to this one where the same questions were asked. With that said.... I use a sophisticated computer system and am always looking at "numb3rs". Sometimes the numb3rs go against what is happening currently. ECC has had some "January" heavy insider selling but my data shows that the selling may be tied to "sell now, Buy back later". I have posted some of those numb3rs that look appealing and where articles by financial analysts are positive (looking forward).... Some of us "NEVER" worry or belittle a manager of a CEF of getting his part of his due from hard work (high turnover rate with sell/buy actions) and what we consider is deserved ( we are getting ours). A lot of us, when investing, "never" look back beyond six months (rear view historical) but always looking at current data and "projecting" forward only (with existing analysis data).... Looking at my current analysis numb3rs, ECC on 1/15 had a MktPrc of 14.00, on 1/22 13.85, 1/25 crash 13.65, closed today @ 13.70. ECC's last book value is currently 15.12 with dividend increases to $0.10 (from their normal $0.08 monthly) in July, then another increase to $0.12/m in October, and a special (EOY) dividend of $0.50 in December. Normal charting will not show all of this data or in many cases showing the dividends in the chart data.... Currently my analysis data display shows ECC with a 10star rating, Report card of 100 with a power rating of 100. ECC has a "0" sell alert code rating (best) for current portfolio's with a Rf (risk to portfolio) of +0.432 (need >+0.532 minimum for new buying activity).Keep in mind that the increasing dividend increases "affect" the market price since they are paying (out) into shareholder "value" (IMHO).... Don't get me wrong, nothing is ever guaranteed when we all do our (different) analysis and where markets are always changing (like currently).... Comment: Considering the current market's volatility, ECC is performing better than expected and hoping that the manager continues to perform (with the high turnover rate) with the markets changes.... Disclosure: Some of us continue to have a maximum allowable position (6%) in our portfolio's.... One "single" opinion of the many I am sure.... Live Long and Prosper....
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Post by bb2 on Jan 27, 2022 0:30:52 GMT
Thank you xray. Hats off to the Eagle Point CEF guys. And you. This and most all bond CEFs, I think will remain a little beyond my abilities/style/comfort zone.
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Post by richardsok on Jan 27, 2022 1:09:57 GMT
X -- Never intended to disparage ECC management -- and I don't think I did.
I DID intend to imply a 28% annual distribution was not sustainable ... just as many other CEF distributions are apparent to novice investors but are equally un-sustainable.
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On the topic of insider buys, a couple of interesting developments caught my eye. Two recently weak stocks and one crumbling CEF just had quite large insider buys, which might signal we are near a bottom. They are ---
EDF (Emerging Mkt CEF) J Craig, VP just bought 40,000 sh
LAZR (autonmoous driving sensor technology) Pres just bought 65,000 sh for about $900k. Company is well followed and several analysts give it a Strong Buy. TipRanks Score: /8/ Revenue rising, but still unprofitable.
STRR healthcare diagnostics, construction and investments. Several directors made significant buys at stock offering down at about 1.50. Finviz projects it will be profitable next quarter and next year. Lightly followed, but two "Strong Buys". No TipRanks score.
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Post by xray on Jan 27, 2022 20:34:10 GMT
GuruFocus.com Johnson Midwest Financial, LLC insider Wed, January 26, 2022, 5:38 PM
These are the details of the buys and sells.
New Purchases: WM, BMO, AOD, VUG, VNQ, EOG, VOO, KMB, SPYG, BITO, BTI, OMC, LYLT, ONL, JQC, JPS, LLY, LW, KD, ET, DWAC, CUZ, COST,
Added Positions: DIA, FSK, TSLA, SPHB, FEX, MSFT, BAC, QCOM, PTY, JNJ, GIS, UPRO, T, IP, INTC, GE, EVRG, CASY, DD, DUK, CTVA, DOW, DE, WHR, WAB, O, VICI, CRM, XLE, VTRS, XLU, VWO, TNL, JPM, NVG, NVDA, NWBI, NYCB, MDLZ, MPC, KMI, ESGU, HEXO, HOG, QYLD, EPD, EOI, FOF, BUI, BCE,
Reduced Positions: IJJ, VOE, IVW, IYR, WEC, SSO, QLD, HYG, TQQQ, SPUU, XOM, MO, MRO, PINS, DIS, DAL, SLVM, TWTR, USO, GOLD, ACB,
Sold Out: AA, MRNA, NUE, BX, NET, CLF, DKS, FPXI, FIXD, ARKK, PHK, IJR, DTIL, TRGP, WPM, PYPL, IJK, DKNG, LOGC, GOSS, CTRM, KLDO, HOOK, AKRO, ARKG, FIXX, MJ, V, MMP, KHC, JAGX, IIVI, HRTX, FISV, PTE, ARCT, IVE,
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Live Long and Prosper....
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Post by xray on Jan 27, 2022 20:38:06 GMT
GuruFocus.com Kercheville Advisors insider Wed, January 26, 2022, 5:38 PM
These are the details of the buys and sells.
New Purchases: CG, XLP, ABBV, U, IYR, PLUG, CROX, SPG, LTHM, HAL, GRMN, PEP, DEN, NTR, LADR,
Added Positions: HESM, HES, GS, UPST, CRM, LUV, SKX, NVDA, MCD, DVN, WM, SHOP, MPLX, GMRE, CCJ, MTCH, INMD, F, WMT, IMGN, DIS, V, UTF, BRK.B, FB, XOM, EOS, HD, AMD, SLI, SLI, AEM, UEC, JNJ, BE, INTC, EOD,
Reduced Positions: NIO, GRBK, NVG, SLB, TYME, TLRY, TLRY, FCEL, LVS, TSLA, PFE, BA, JOE, BX, LGIH, SPWR, FNV, ADBE, PYPL, GDX, ALG, CRSP, AGI, NEM, DBL, MP, SILV, PML, AG, GDXJ, BMY, UPS, CAT, CCI, TT, ISRG, NXE, NGD, BAC, AVGO, IBB,
Sold Out: DKNG, T, VZ, GNRC, FST, ZM, BIIB, GOLD, APEN,
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Live Long and Prosper....
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Post by xray on Jan 27, 2022 20:44:54 GMT
GuruFocus.com Blue Bell Private Wealth Management, Llc Buys iShares Core S&P 500 ETF, Apple Inc, ... insider Wed, January 26, 2022, 9:38 PM
These are the details of the buys and sells.
New Purchases: AAPL, MSFT, CSX, JNJ, PFE, AMZN, INTC, GOOG, GOOGL, DIS, JPM, WMT, BIGZ, HD, TSLA, FB, ECAT, VHT, XOM, NVDA, FAUG, WTRG, BAC, MRK, MS, UNP, WFC, CHTR, EPAM, ABC, BMTC, CVS, LLY, HUM, LNC, OCFC, ORCL, PPG, TGT, TMO, NIE, BUFR, FJUL, MO, BMO, BRK.B, CSCO, COST, LRCX, NVR, PEP, PG, TJX, TD, RTX, USNA, VZ, BETZ, FNOV, IBB, IPAY, VEA, CB, AEP, F, FULT, GD, LHX, PNC, PEG, QCOM, SYY, TSM, TTWO, USB, BX, TEL, ANET, XLF, MMM, T, ABT, ACN, ADBE, AMD, APD, AIG, BLK, BA, BMY, C, KO, CMCSA, GLW, DHR, DVA, D, ETN, EPD, M, GRMN, GE, GS, IBM, ISRG, JCI, KEY, KMB, KLIC, MAR, MRVL, MCD, MDT, MU, MSI, NKE, NVS, NUE, PXD, BKNG, PRU, RY, CRM, STX, SEE, SBUX, TER, TXN, UNH, XLNX, PEO, NQP, MA, SQM, DFS, ULTA, V, AVGO, GNRC, GM, ABBV, CDW, BABA, SYF, SHOP, PYPL, DOW, CTVA, CRWD, ORGN, DGRO, EFA, FAN, FOCT, GEM, HEFA, ICLN, IFRA, IGV, IJR, JEPI, MSOS, PAUG, PAVE, PSY, QTUM, SMOG, VEU, VUG, XBI, XRT, ABB, CLFD, ASML, ATVI, ASX, AFL, AKAM, MATX, ALL, AXP, AWR, AMGN, APH, ANSS, APOG, AMAT, RIOT, AZN, AN, ADP, BP, GOLD, BDX, BBY, BIIB, BHC, SAM, BG, CECE, CF, CDNS, CWT, CPB, CNI, COF, CUK, CVCO, CE, CAR, FIS, SCHW, CHKP, CVX, CIEN, CRUS, CLF, COHU, CAG, COP, CPA, CPRT, DHI, DE, DB, DXCM, DEO, DKS, WINT, DD, DUK, DRRX, EW, EME, EMKR, EMR, ENB, ETD, EVOL, EXAS, NEE, FDX, FISV, FCX, GME, GPC, GILD, GSK, GT, GBX, HMY, HPQ, HOLX, IDA, IMMR, IFF, ITI, JBL, J, KBH, KVHI, KAI, LBTYA, LGF.B, LAD, LMT, MTB, MDC, MFC, MCS, MAS, MAT, MKC, MET, MCHP, MGI, VTRS, NRP, NFLX, NOK, NDSN, NVAX, OLN, ASGN, GTBP, PPL, ARGO, PTC, PAYX, PENN, PRGO, PDCE, PHG, BPOP, NTR, POWI, PFG, PRGS, PFS, PHM, PWR, RRD, RPM, BB, ROL, SAP, SEIC, SJW, SIVB, SFE, SNY, SPNS, SMG, SCI, SIRI, SWKS, SWBI, SAH, SO, SCCO, LUV, SRCL, STRL, SLF, NLOK, TDY, TEVA, TPL, TWI, TM, TSCO, RIG, WEN, UCTT, UAA, UL, UCBI, UMC, UVSP, UNM, VFC, VRTX, VSH, VOD, WAB, WM, WAT, WDC, WSM, WWE, ZBRA, DZSI, EBAY, IRBT, CMG, RDS.B, SCD, TECK, HIL, CAF, OC, AIMC, ARAY, BR, DNN, CLNE, JAZZ, LULU, VMW, MELI, TITN, ICL, PM, TAK, EC, OCSL, STLA, ABUS, BEEM, VRSK, DG, LEA, SPSC, IHD, AMRS, AGRO, NPTN, KMI, HCA, CLSK, MOS, TMDI, UI, ACHC, VAC, STKS, APTV, ZNGA, CPRI, RDUS, MTDR, SPLK, PSX, PNR, QLYS, PLAY, RH, PRTA, FUBO, FWONA, ZTS, SEAS, IQV, AVHOQ, ESI, VEEV, TWTR, VCYT, ALLE, AAL, KN, PCTY, TWOU, BGSF, JD, AY, MTLS, ACB, FWONK, LC, LBRDA, LBRDK, GDDY, KRNT, ETSY, PRTY, ADAP, LILA, LILAK, RPD, PJT, NVCR, WSC, SQ, RMR, EDIT, UA, BATRA, BATRK, LSXMA, LSXMK, SITE, TWLO, AMR, TTD, ELF, DFIN, AZRE, CWH, CRSP, ADNT, ORGO, VREX, SNAP, OKTA, FND, ALTM, APPN, NBRV, MGY, ROKU, MDB, FNKO, CURO, PACK, DBX, UBX, TALO, ITRM, SONO, ARLO, IMXI, NIO, MNTV, YETI, TWST, DELL, JMIA, PINS, ZM, UBER, KTB, IAA, INMD, NET, DDOG, PTON, CCAC, DADA, NKLA, LI, RKT, MIR, SNOW, PLTR, ASAN, PSTH, ATHA, CMPS, RBAC, BTAQ, LEV, BTWNU, FSR, CRHC, MP, SEAH, IGAC, QS, IPOF, ABNB, LAZR, UPST, HZON, DM, HTOO, XPOA, XL, GOEV, GNOG, DNMR, AFRM, PIPP, RBLX, BTNB, FTCV, ALTU, SPAQ.U, SPAQ.U, DOCN, GSQD, COIN, ASTS, PATH, SNII, SQSP, ZEV, OGN, CHPT, CHPT, TASK, SOFI, SOFI, UPH, ME, CFLT, PWP, BODY, ELMS, PAYO, AVPT, UP, ENVX, MTTR, DNA, IONQ, SEAT, KD, RENT, RENT, WEJO, BZFD, BBAI, ANEW, ARKF, ARKQ, ARKX, AZAL, BIGY, BTEK, BUZZ, CAPE, CHB, CHNA, CNRG, CORN, CPER, DRIV, EET, EFG, EFV, EJAN, EMGF, EMQQ, EPI, ERTH, ESGE, ESGU, FDHT, FDRV, FFTY, FIDU, FINX, FTXL, GDX, GINN, GNOM, GSFP, GSLC, GSSC, GSUS, GTEK, GVIP, HAIL, HDRO, HJEN, IDAT, IDNA, IDRV, IEFA, IEHS, IEMG, IHI, IJH, IPO, IRBO, ITB, IVE, IXG, IXN, IYH, IYT, LOUP, META, MOO, MTUM, NFTZ, PBE, PBW, PEZ, PPH, PPLT, PSI, QCLN, QQQJ, QUAL, ROBO, ROBT, RPV, SCHH, SIL, SMLF, SNSR, SPAK, SPCX, SPLV, SPXZ, SSO, SWAN, TAN, TECB, THNQ, TOKE, TPAY, TYNE, URA, USMV, UWM, VAW, VCSH, VLUE, VTEB, VXX, XLB, XLE, XOP, XOUT, XSD, XTN,
Added Positions: IVV, USA, SCHA, IWM, MXE, BOCT, GAM, RMT, BDEC, GRX, BSEP, BIF, NFJ, HACK, SCHM, ONLN, SCHF, AEF, GDV, CUBA, AIO, ASA, JEQ, IWF, IBUY, PSEP, VTWO, SCHC, EEA, BMEZ, SWZ, RCG, SCHK, LIT, IZRL, IYE, XLI, IWD, ITEQ, IHAK, ESPO, DTEC, CNCR, CIBR, BOTZ, BMAR, BJUL, IFN, IIF,
Reduced Positions: SPY, RVT, SCHX, VTI, ASG, ADX, VOO, SCHB, CET, BAPR, SPE, CII, FUND, SCHV, DIA, BSTZ, BXMX, RSP, SPYV, SGOL, SCHE, FEU, VV, MJ, JOF, FIVG, HON, BOE, BLCN, ARKW, GGZ, ARKK, XDAP, AOD, VIG, ARKG, SLV, FJUN, SCHP, EEM, QTAP, PAPR,
Sold Out: DNIF, SPYG, INFL, VCIF, ETV,
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Live Long and Prosper....
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Post by xray on Jan 27, 2022 21:03:05 GMT
richardsok, Your: Never intended to disparage ECC management -- and I don't think I did. I DID intend to imply a 28% annual distribution was not sustainable ... just as many other CEF distributions are apparent to novice investors but are equally un-sustainable. ------------- On the topic of insider buys, a couple of interesting developments caught my eye. Two recently weak stocks and one crumbling CEF just had quite large insider buys, which might signal we are near a bottom. They are --- EDF (Emerging Mkt CEF) J Craig, VP just bought 40,000 sh LAZR (autonmoous driving sensor technology) Pres just bought 65,000 sh for about $900k. Company is well followed and several analysts give it a Strong Buy. TipRanks Score: /8/ Revenue rising, but still unprofitable. STRR healthcare diagnostics, construction and investments. Several directors made significant buys at stock offering down at about 1.50. Finviz projects it will be profitable next quarter and next year. Lightly followed, but two "Strong Buys". No TipRanks score. ---------- I didn't take any disparage comments on ECC. I never would do that. All comments are valid as well as all opinions. One of the reasons that my data analysis is good to me (single opinion) is that I normally look back only 3-months (some times 6-month's) for my computer numb3rs. I have found that over many years that looking back into a rear view mirror gives us faulty data to work with. I basically follow the "manager" and determine if (currently) he appears to be doing well. The 28% annual distribution is "NOT" sustainable but my goals and objectives have always been 10% dividend/distribution + 5% Capgain. I, currently see that ECC will meet my requirements for this year and will remain in my portfolio (as stated earlier).... EDF: EDF and EDI are on my current watch list. they have been a disaster but have moved up to "Neutral" (5star). Both are getting better but are still shown as "wait". Insider buy's are very important but we have to run those buy's against our individual analysis for current buying. The market is "churning" with sector favorability always changing (options market).... LAZR: Not currently on my watch list but will look at them this weekend and get back to you.... STRR: Will take a look at this one also. Not currently on my watch list but will look at them this weekend and get back to you.... ---------- Have a "GREAT" weekend.... Live Long and Prosper....
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Post by xray on Jan 31, 2022 9:46:12 GMT
GuruFocus.com OTA Financial Group L.P. Buys insider Fri, January 28, 2022, 9:38 PM
These are the details of the buys and sells.
New Purchases: AVTRPA.PFD, AGG, VCIT, VCSH, CEF, CCAC, ZG, BENE, VTAQ, CRHC, TWND, SCVX, MPAC, NSTB, VYGG, SHYG, ALAC, UPTD, FPF, PFDR, HCIC, HMCO, AUS, ERES, HCAR, NUV, LHC, VPCC, BNIX, STL, DISCA, RAM, SNRH, CNTQ, CRU, BIT, STNE, CHPM, CAS, ETJ, YSG, DSL, DTRT, KVSA, GPAC, KWAC, LCAP, OSTR, SFIX,
Added Positions: NEEPO, PSLV, PHYS, HYG, KYN, MUDS, MUDS, YSAC, BTAQ, PSTH, ZNTE, BWAC, GACQ, OTEC, RICO,
Reduced Positions: BND, PAA, RIOT, IMAQ, AWP, NTG,
Sold Out: IUSB, GWB, SCHZ, SV, GSKY, CWEN.A, DISCK, SCPL, FOX, DM, PFL, FPAC, FPAC, CADE, CADE, GPCO, ISBC, AMTBB, CLOE, LTRPA, ADX, MCMJ, GSAQ, EXG, ESSC, GNOG, PNTM, GIW, VTA, RA, PFN, EFT, BSGA, PMO, APSG, CII, SPXX,
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Live Long and Prosper....
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Post by xray on Jan 31, 2022 10:14:04 GMT
richardsok, Your/My:EDF: EDF and EDI are on my current watch list. they have been a disaster but have moved up to "Neutral" (5star). Both are getting better but are still shown as "wait". Insider buy's are very important but we have to run those buy's against our individual analysis for current buying. The market is "churning" with sector favorability always changing (options market).... LAZR: Not currently on my watch list but will look at them this weekend and get back to you.... STRR: Will take a look at this one also. Not currently on my watch list but will look at them this weekend and get back to you.... --------- EDF: Both EDF and EDI moved up to 7star this past week. However, their report card numb3rs are currently "57" (require 75 minimum). EDF and EDI track just about the same but I have always liked EDI better. EDF, last year, has had "2" distribution cuts. What this indicates is that EDF is trying to improve their current NAV at the expense of not paying the previous distribution amounts. In this case, EDF looks better but it really isn't (IMHO). The 7star indicates a first buy signal but their overall "total analysis score" of 291 is a little lower than the 300 we always look for (better performers normally track >325). Insider buying at "6.00" may be a indication that both are going higher. With a >11% (EDF) current distribution and the current insider buying it may be something to consider (going forward in a very volatile negative market).... LAZR: Negative numb3rs. Shows "avoid" STRR: When you are playing with a "Penny stock" of $0.01 and $1.49 we have to be in the gambling mode. The 2mil shares purchased could be a come on (for penny stock players) as the current numb3rs don't come close to looking at it further. Another "avoid" IMHO.... Hope this helps a little.... Live Long and Prosper....
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