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Summary

  • LIQD: Small cap with huge insider buying.
  • AMRC: Continuous CEO buying and interesting turnaround play.
  • RSE: An interesting REIT with upside potential and insider buying.
  • KMI: A play on the natural gas boom.
  • AEGR: CEO changes his mood on the stock.

Observing insider activities can help an investor gauge the attractiveness of a company. Blindly following the activities of insiders may not be the wisest investment strategy, however, insiders know the business better than almost everybody, and keeping an eye on their actions along with following due diligence can help reap above average returns.

Following are the most interesting buys in the last 30 days. Insiders are gobbling up these stocks, and these stocks could be well poised for a move upward.

1. Liquid Holdings Group, Inc. (NASDAQ:LIQD): Liquid Holdings Group, Inc. provides proprietary cloud-based trading and portfolio management solution primarily in the United States. Its solution integrates order and execution management with real-time risk management, reporting, shadow accounting, and managed services in a single platform for the financial services community.

Recent Positive news:

  1. Liquid Holdings Group, Inc. was named "Best Global Risk Management Software Firm" at the Hedgeweek Global Awards 2014 in March of this year.
  2. Liquid Holdings Group, Inc. won the 2014 FTF News Technology Innovation Awards in the categories Best Cloud Provider and Best Fin Tech Operations Startup.
  3. Liquid Holdings and ConvergEx signed a Joint Marketing agreement on May 221, 2014 whereby, ConvergEx Prime Services (the prime services division of ConvergEx Group) will offer the Liquid platform as an option to its brokerage clients, and in return, Liquid Holdings will refer its clients to ConvergEx for prime brokerage service.

LIQD's shares fell after it announced closing of its previously announced public offering of $40M @ $1.25/share.

Recent Insider Purchases Include:

Date

Insider

Title

Shares

Transaction

Value

May 19 2014

Bernstein Jay Howard

Director

75,000

Purchase at $1.30

$97,615

May 20 2014

Simone Victor R jr

Director

25,000

Purchase at $1.58

$39,600

May 16 2014

Storms Brian M

CEO

100,000

Purchase at $1.26

$126,200

May 15 2014

Von Allmen Douglas J

10% Owner

6,400,000

Purchase at $1.25

$8,000,000

May 16 2014

Ibietatorremendia Jose

General Counsel

20,000

Purchase at $1.25

$25,100

May 16 2014

Francescani David

Director

600,000

Purchase at $1.25

$750,000

May 16 2014

Bernstein Jay Howard

Director

1,850,300

Purchase at $1.25

$2,313,378

Apr 29 2014

Von Allmen Douglas J

10% owner

516,147

Purchase at $4.26

$2,198,786

Mar 6 2014

Von Allmen Douglas J

10% owner

11,300

Purchase at $5.30

$59,858

Mar 4 2014

Von Allmen Douglas J

10% owner

500

Purchase at $5.33

$2,665

Feb 28 2014

Von Allmen Douglas J

10% owner

732,292

Purchase at $4.80

$3,515,002

Other Insider Purchases:

  1. 10% owner Mr. Von Allmen Douglas J, and 3 directors (Suskind Dennis A, Simone Victor R Jr., and Francescani David) have purchased shares at much higher levels too ($5.50+ range).
  2. Federated Investors reported a 12.93% passive stake in Liquid Holdings
  3. MSDC Management revealed a 10.6% stake in the company.

2. Ameresco, Inc. (NYSE:AMRC): Ameresco, Inc. is a provider of energy efficiency solutions for facilities throughout North America. The Company's services include upgrades to a facility's energy infrastructure and the construction and operation of small-scale renewable energy plants. Its principal service is the development, design, engineering and installation of projects that reduce the energy and operations and maintenance (O&M) costs of its customers' facilities. These projects include a variety of measures customized for the facility and designed to improve the efficiency of major building systems, such as heating, ventilation, air conditioning and lighting systems. Ameresco, Inc. provides its services primarily to governmental, educational, utility, healthcare and other institutional, commercial and industrial entities.

Ameresco, Inc. has a 52 week high of $10.88 and 52 week low of $5.59.

During Mar 15 2014 - Apr 15 2014, the CEO, Sakellaris George P, purchased 458,108 shares at an average price of $7.45/share, which is above the current price of $7.19/share!

After the drop in price in May, multiple directors have bought small positions, while the CEO has upped his purchase by 85,000 shares.

Trade Date

Insider

Title

Shares

Transaction

Value

Jun 2 2014

Sakellaris George P

President, CEO, 10% owner

50,000

Purchase at $6.45

$322,600

May 20 2014

Wisneski Francis V Jr.

Director

1,000

Purchase at $6.15

$6,149

May 20 2014

Sakellaris George P

President, CEO, 10% owner

25,000

Purchase at $6.19

$154,750

May 15 2014

Sakellaris George P

President, CEO, 10% owner

10,000

Purchase at $5.87

$58,200

May 14 2014

Wisneski Francis V Jr.

Director

3500

Purchase at $5.84

$20,550

May 12 2014

Wisneski Francis V Jr.

Director

3500

Purchase at $5.84

$20,451

May 12 2014

Jesanis Michael E

Director

2000

Purchase at $5.84

$11,686

May 12 2014

Foy Douglas I

Director

3000

Purchase at $5.95

$17,862

AMRC plunged in March 2014 due to a lowering of revenue and NI guidance for FY 2014, however, on 8 May 2014, it reaffirmed revenue guidance, while raising previously lowered NI guidance.

3. Rouse Properties, Inc. (NYSE:RSE): Rouse Properties, Inc. is a real estate investment trust (REIT) company. Rouse is engaged in the operation, development and management of retail rental property. It manages all of its properties, performing the day-to-day functions, operations, leasing, maintenance, marketing and promotional services. Its malls are anchored by operators across the retail spectrum.

The 52 week high for Rouse Properties, Inc. is $25.26, while the 52 week low is $16.65.

Recent Insider Buys include:

Trade Date

Insider

Title

Shares

Transaction

Value

Jun 4 2014

Schall Benjamin

COO

3134

Purchase at $15.95

$49,987

May 15 2014

Silberfein Andrew

President, CEO

10000

Purchase at $16.13

$161,320

May 15 2014

Kruth David

Director

2350

Purchase at $16.31

$38,333

May 12 2014

Kruth David

Director

3100

Purchase at $17.18

$53,258

Mar 26 2014

Schall Benjamin

COO

3061

Purchase at $16.35

$50,057

Mar 26 2014

Silberfein Andrew

President, CEO

15000

Purchase at $16.36

$245,370

Jan 13 2014

Wain John A.

CFO

3000

Purchase at $19.50

$58,500

Jan 13 2014

Silberfein Andrew

President, CEO

15000

Purchase at $19.50

$292,500

Jan 13 2014

Harper Brian

Executive V.P., Leasing

2000

Purchase at $19.50

$39,000

Jan 13 2014

Schall Benjamin

COO

3000

Purchase at $19.50

$58,500

Also, on a positive note, Rouse Properties Inc. has increased its FY 2014 guidance range for Core FFO from $1.54-$1.58 to $1.57-$1.61 diluted share.

4. Kinder Morgan Inc. (NYSE:KMI): Kinder Morgan, Inc. owns and manages a diversified portfolio of energy transportation and storage assets. The Company operates in five business segments: Products Pipelines-KPM, Natural Gas Pipelines-KMP, CO2-KMP, Terminals-KMP and Kinder Morgan Canada-KMP. The Company through Kinder Morgan Energy Partners, L.P. (NYSE:KMP) operates or owns an interest in approximately 37,000 miles of pipelines and approximately 180 terminals. These pipelines transport natural gas, refined petroleum products, crude oil, carbon dioxide and other products, and its terminals store petroleum products and chemicals, and handle such products as ethanol, coal, petroleum coke and steel.

Kinder Morgan has seen huge insider buying since June 2013. Insider purchases have picked up steam at the start of 2014.

Recent Insider purchases include:

Trade Date

Insider

Title

Shares

Transaction

Value

Jun 4 2014

Sarofim Fayez

Director

200000

Purchase at $34.15

$6,829,340

Jun 2 2014

Sarofim Fayez

Director

200000

Purchase at $33.49

$6,698,280

May 9 2014

Kinder Richard D

Chairman, CEO, 10% Owner

100000

Purchase at $32.36

$3,236,180

Mar 14 2014

Miller Michael Jaye

Director

10000

Purchase at $31.56

$315,600

Older major insider buys include:

  1. Kinder Richard D (CEO) purchase of 2,127,489 shares (between Jun 24 2013 and Feb 2014) at an average price of $34.35
  2. Sarofim Fayez (Director) purchase of 400,000 shares (Aug 2013) at $37.68.
  3. Stokes John Michael purchase of 40,000 shares (Feb 2014) at $33.50

Kinder Morgan is well suited to take advantage of trends in natural gas by providing the infrastructure needed to transport it.

5. Aegerion Pharmaceuticals, Inc. (NASDAQ:AEGR): Aegerion Pharmaceuticals, Inc. is a biopharmaceutical company focused on the development and commercialization of therapeutics to treat lipid disorders.

Aegerion Pharmaceuticals, Inc. has seen its stock price fall from a 52 week high of $101.00 to a current price of $33.37 due to lowering of FY 2014 revenue outlook to $180-$200M from the previous outlook of $190-$210M. It has since reaffirmed the lowered outlook.

The company's insiders had sold majority of their positions when prices were on the higher side of their 52 week range. However, recent insider activity has been positive, with the CEO purchasing 60,000 shares since May 8 2014 at an average price of $33.21/share. Also, May 2014 witnessed a purchase of 4,000 shares by Vanlent Anne (director) at $33.78/share.

Recent CEO purchase may signal that the stock has hit rock bottom, and that it is ready to trend higher.

Editor's Note: This article covers a stock trading at less than $1 per share and/or with less than a $100 million market cap. Please be aware of the risks associated with these stocks.

Source: 5 Stocks Insiders Love, And Why You Should Too