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In this article, I will feature one specialty retailer that has seen intensive insider buying during the last 30 days. Intensive insider buying can be defined by the following three criteria:

  1. The stock is purchased by three or more insiders within one month.

  2. The stock is sold by no insiders in the month of intensive purchasing.

  3. At least two purchasers increased their holdings by more than 10%.

Murphy USA (MUSA) operates a chain of retail stations in the United States.

(click to enlarge)

Insider buying during the last 30 days

Here is a table of Murphy USA's insider-trading activity during the last 30 days by insider.

NameTitleTrade DateShares PurchasedCurrent OwnershipIncrease In Shares
Andrew ClydeCEODec 13-162,0006,000 shares+50.0%
Donald SmithVPDec 13250289 shares+641.0%
Claiborne DemingDirectorNov 2525,000674,628 shares+3.8%

There have been 27,250 shares purchased by insiders during the last 30 days.

Insider buying by calendar month

Here is a table of Murphy USA's insider-trading activity by calendar month.

MonthInsider buying / sharesInsider selling / shares
December 20132,2500
November 201325,00021,625
October 201300
September 20131,5000
August 20139,5000

There have been 38,250 shares purchased and there have been 21,625 shares sold by insiders since August 2013.

Financials

Murphy USA reported the third-quarter financial results on November 6 with the following highlights:

Revenue$4.8 billion
Net income$41.7 million
Cash$262.5 million
Debt$642.4 million

Competition

Murphy USA's competitors include Susser Holdings Corporation (SUSS), Casey's General Stores (CASY), and CST Brands (CST). Here is a table comparing these companies.

CompanyMUSASUSSCASYCST
Market Cap:1.97B1.34B2.71B2.65B
Employees:1,6756,43610,8767,026
Qtrly Rev Growth (yoy):-0.040.070.13-0.01
Revenue:17.23B6.04B6.90B10.97B
Gross Margin:0.030.100.170.10
EBITDA:420.10M171.90M357.85M399.00M
Operating Margin:0.020.020.040.03
Net Income:160.46M18.99M127.30M169.00M
EPS:3.430.873.282.24
P/E:12.2972.4421.4915.61
PEG (5 yr expected):N/A3.102.45N/A
P/S:0.110.220.390.23

Murphy USA is trading at the lowest P/S ratio among these four companies.

Here is a table of these competitors' insider-trading activities this year.

CompanyInsider buying / sharesInsider selling / shares
SUSS058,341
CASY061,737
CST4,50015,079,448

Only Murphy USA has seen intensive insider buying during the last 30 days.

Conclusion

There have been three different insiders buying Murphy USA and there have not been any insiders selling Murphy USA during the last 30 days. Two of these three insiders increased their holdings by more than 10%. Murphy USA has an insider ownership of 1.00%.

Murphy USA is trading at a P/E ratio of 12.29 and a forward P/E ratio of 18.04. The company has a book value of $12.06 per share. Murphy USA traded publicly for the first time on September 3, 2013. The opening price was $37.30. Murphy USA is currently trading right at its 50-day moving average, which could be a good entry point for the stock based on the intensive insider buying.

Source: Murphy USA: 3 Different Insiders Have Purchased Shares During The Last 30 Days