The US Sell/Buy ratio of Insiders trading in November 2024 is the highest level seen in the last decade. Whilst partly a function of strong market performance, this is nevertheless a bearish signal. Our analysts are also downgrading an unusually large number of stocks. This high Sell/Buy ratio is a result of both unusually high […]
Has the threat of an imminent increase in UK capital gains tax impacted UK directors transactions in their own companies and which companies are seeing the most concerning director sales? We have seen a clear increase in the number of UK director sales (relative to director buys) since the UK election in July 2024, likely […]
Smart Insider is pleased to announce its active participation and sponsorship at Neudata’s New York Winter Data Summit 2023, the premier gathering for leaders in the alternative data landscape. Taking place today, Thursday, December 7, 2023, at 225 Liberty St, New York, NY 10281, the event serves as a pivotal platform for industry players to […]
Insider sentiment is turning bearish (30-day S/B Ratio 2.1) as selling outpaces buying by 2.5 to 1 this past week. However, there are still opportunities for investors as we’ve upgraded three stocks, including a waste management company (RSG +N), an energy producer (COP +N), and a computer hardware company (NSIT +1), with insider buying in the latter while it’s near a multi-year […]
Insider Observations Insider trading volume remained light this past week as insiders are busy preparing for upcoming earnings reports and conference calls and giving their stock brokers a break. Insider buying dropped at a faster rate than selling but the sentiment remains neutral – almost 1 sells to 1 buy (which gives us S/B Ratio 1.1). We upgraded 3 stocks, downgraded 3 […]
Insider Observations In those Insider Observations we look not only into weekly insider transactions and current sentiment, but sum up some trends and express our opinion on the rules surrounding 10b5-1 plans, which were implemented in October 2000. This is a short summary of our Highlights report for the US market which we send to […]
Insider Observations It was a surprisingly busy week for insider activity in which we upgraded 13 stocks mostly in the Financial, Technology, Industrials sectors. We also downgraded 4 stocks, when 3 of them were from Consumer Discretionary. Interesting that out of the 13 upgrades, 5 we already had ranked prior to the week but additional […]
Insider Observations We downgraded 4 stocks this past week, upgraded 6. We lead with this sentence because “4” is the most number of downgrades we have had for many weeks. Insider sentiment has been deteriorating but that shift hadn’t generated many downgrades until this past week. Insider trading volume has begun declining ahead of 3Q […]
China Evergrande’s share price is under sustained pressure due to funding concerns. We originally negatively ranked the stock on the 4th August 2021 on the back of share sales by two directors. The shares are now down over 34% since we ranked it. This is what we said in our internal report in August: Qi He […]
Asana announced record Q2 results last week resulting in strong share price performance. We originally positively ranked the stock on the 10th of June on buying from Dustin Moskovitz CEO and the shares are now up over 100% since we ranked it. This is what we said when we ranked the stock in June: Dustin […]
