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Asif Suria  

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  • Insider Weekends - June 12, 2015 [View article]
    There was an academic paper published last year called "Insider Trading Patterns" by David Cicero and Babajide Wintoki that specifically looks at performance of a sequence of insider trades and might be of interest to you.

    Do keep in mind that insiders are also often wrong and sometime they use their purchases to "signal" the market.

    You can find the paper here: http://bit.ly/1elAml8
    Jun 16, 2015. 06:17 PM | Likes Like |Link to Comment
  • Insider Weekends - May 29, 2015 [View article]
    This was one of the transactions that stood out for me and I wanted to look into it further.
    Jun 3, 2015. 12:49 AM | Likes Like |Link to Comment
  • Insider Weekends - May 29, 2015 [View article]
    Thank you.
    Jun 1, 2015. 10:56 AM | Likes Like |Link to Comment
  • Insider Weekends - May 15, 2015 [View article]
    Yes indeed. Thanks for catching that. We'll fix it.
    May 18, 2015. 11:51 AM | Likes Like |Link to Comment
  • Insider Weekends - March 27, 2015 [View article]
    Thank you for your kind words mdpath.
    Mar 29, 2015. 10:31 PM | Likes Like |Link to Comment
  • Insider Buys And Sells: Sprint, Graham Holdings [View article]
    Because these posts are generated weekly and the transaction you mentioned was from two weeks ago.

    See here: http://seekingalpha.co...
    Mar 4, 2015. 01:07 AM | Likes Like |Link to Comment
  • Tracking David Einhorn's Portfolio - Q4 2014 Update [View article]
    Thank you for your hard work on this John. It is interesting to see him pick up CBI and LTM, both of which have been on my watch list.

    He was bold enough to capture the large spread on the COV deal.

    I was recently called out of my TTWO position and am considering getting back in but it looks like the stock is probably going to tread water for a while until there is more visibility into its next game release cycle.
    Feb 16, 2015. 02:59 PM | 1 Like Like |Link to Comment
  • Insider Buys And Sells: Hess Corp., Microsoft [View article]
    You are right that he does sell quite frequently to fund his charities.
    Feb 8, 2015. 05:01 PM | 1 Like Like |Link to Comment
  • Insider Buys And Sells: Hess Corp., Microsoft [View article]
    Thank you for your insight Tom.
    Feb 8, 2015. 05:01 PM | Likes Like |Link to Comment
  • The Compression In SaaS Valuations [View article]
    Considering these companies are growing the top line rapidly, could the multiple compression be a combination of lower valuation and the increase in sales bringing the multiple down?

    This would partially explain why private market multiples have not come down. There is always a huge disconnect between private and public market valuations.
    Feb 4, 2015. 06:17 PM | Likes Like |Link to Comment
  • Insider Buys And Sells: A. M. Castle, Microsoft [View article]
    Yes, I agree with you that the sales by Bill Gates are scheduled selling and hence don't provide much of a signal. In face most insider selling does not provide much of a signal unless you start seeing a pattern of cluster selling even as the stock is heading down.

    The purchases and sales listed are just the top 5 purchases and sales by dollar amounts and sometimes you have to look through the full list to find the interesting ones.
    Feb 1, 2015. 06:28 PM | Likes Like |Link to Comment
  • Insider Buys And Sells: A. M. Castle, Microsoft [View article]
    I haven't followed Microsoft closely enough recently to have much of an informed opinion. They are doing well in the cloud space with Azure, Office continues to do well despite Google docs making gains and the stock is still cheap at 8 time EBITDA with a 3% yield.

    The stock has had a nice run over the last two years and despite the recent pull back, I am not particularly excited by the company.
    Feb 1, 2015. 03:19 PM | Likes Like |Link to Comment
  • Insider Buys And Sells: A. M. Castle, Microsoft [View article]
    In short, I have followed regional banks and have invested in both Umpqua Bank and First Niagara in the past.

    Regarding RF, they are trading at tangible book value and their troubled assets ratio is just marginally above the national median.

    http://bit.ly/1LAr3tp

    Banks will probably do well in a rising interest rate environment if and when we get there.

    I picked up the stock after these insider purchases and I need to do some more work on RF to determine if I want to retain it in my portfolio or not.
    Feb 1, 2015. 03:15 PM | Likes Like |Link to Comment
  • Merger Arbitrage Mondays - January 26, 2015 [View article]
    Thank you for your kind words Stan.
    Jan 28, 2015. 07:51 PM | Likes Like |Link to Comment
  • Merger Arbitrage Mondays - January 12, 2015 [View article]
    Thank you andre.
    Jan 14, 2015. 12:39 PM | 1 Like Like |Link to Comment
COMMENTS STATS
362 Comments
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