Seeking Alpha
View as an RSS Feed

Insider Monkey  

View Insider Monkey's Articles BY TICKER:
  • Buy Lennar At A 20% Discount
    Thu, Apr. 16 LEN, LEN.B 2 Comments

    Summary

    • Lennar is cheap, with a forward PE of just 14.
    • Lennar has two classes of common stock, Class A and Class B.
    • Class B shares are entitled to the same dividends as Class A shares but trade at a 20% discount.
  • 5 Stable Dividend Picks Loved By Hedge Funds
    Wed, Apr. 8 APD, JNJ, MCD 2 Comments

    Summary

    • Dividend stocks are a better investment alternative than the Treasury bonds.
    • We identified five dividend stocks that have not reduced their dividends for the last 10 years, and have received the greatest interest from hedge funds.
    • We believe these 5 stocks are likely to outperform Treasury bonds by a large margin over the next 10 years.
  • Latest Insider Purchases In Abercrombie & Fitch, Anacor Pharmaceuticals And Civeo Corp.
    Wed, Apr. 1 ANAC, ANF, CVEO 1 Comment

    Summary

    • Academic research has shown that certain insider purchases historically outperformed the market by an average of 7 percentage points per year.
    • The trick is focusing on the small-cap stocks, not the large-cap stocks which are extensively covered by analysts and followed by almost everybody.
    • Recently there were insider purchases at ANF, ANAC, and CVEO.
  • Hedge Funds' Latest Moves: Diamondback Energy, Walker & Dunlop, Town Sports International Holdings
    Wed, Apr. 1 CLUB, FANG, HMTV Comment!

    Summary

    • Farallon owns 4.06 million shares of Town Sports while HG Vora holds a 3.88 million share stake.
    • Wexford Capital reduced its FANG position down to 928,000 shares.
    • Fortress Investment Group dumped its entire Walker & Dunlop stake.
  • Healthcare Hedge Fund Orbimed's Top Picks And New Move
    Tue, Mar. 31 AMGN, BIIB, BMY 1 Comment

    Summary

    • Orbimed Advisors cuts about 14% of its stake in Intercept Pharmaceuticals Inc.
    • Orbimed invests in pharmaceutical and medical device companies in all stages of development.
    • The fund is relatively well-diversified with its top 10 holdings representing just 36.27% of its portfolio’s value.
  • Warren Buffett Vs. David Einhorn: Who Is Better At Picking Stocks?
    Mon, Mar. 30 AAPL, AXP, KO 13 Comments

    Summary

    • Warren Buffett has been criticized for Berkshire's relatively poor performance in recent years.
    • We compared Buffett's stock picking ability to David Einhorn's stock picking ability.
    • Results show that Buffett hasn't lost his touch and is a better picker than Einhorn.
  • Why You Should Follow Billionaire Dan Loeb's Small-Cap Picks
    Mon, Mar. 30 BID, DOW, ENPH Comment!

    Summary

    • Our research has shown that hedge funds' large-cap picks didn't beat the market by a meaningful margin.
    • Hedge funds' small-cap picks, on the other hand, generated meaningful outperformance and alpha.
    • Dan Loeb is one of the fund managers who demonstrated skill in picking small-cap stocks.
  • Herbalife, AT&T Are Among 5 Stocks With Multiple Insider Purchases
    Aug. 8, 2014 GOV, HLF, SFNC 7 Comments

    Summary

    • Historically stocks bought by multiple insiders outperformed the market by 7 percentage points.
    • Herbalife, AT&T and Titan International are among the largest companies in which insiders acquired shares recently.
    • Government Properties Income Trust and Simons First National Corporation also witnessed multiple insider acquisitions last week.
  • Ken Fisher's Top Stock Picks
    Aug. 4, 2014 AAPL, AXP, JNJ 10 Comments

    Summary

    • Fisher's 13F portfolio contains over 600 long equity positions, out of which 81 are new positions, and 262 positions have been increased during the quarter.
    • The total value of the equity portfolio went up to $47.6 billion from $44.3 billion.
    • Fisher has boosted its stakes in most of its top holdings in terms of value, such as Apple, General Electric, Amazon, and has initiated a stake in Google.
  • Apple, Google, And Microsoft Are Among The 5 Most Popular Tech Stocks Among Hedge Funds
    Jun. 9, 2014 AAPL, EBAY, FB 4 Comments

    Summary

    • 5 most popular stocks among hedge funds are revealed.
    • These stocks historically outperformed the market by an average of 2 percentage points per year.
    • Google is still the most popular tech stock, followed by Microsoft.
  • 5 Most Popular Stocks Among Hedge Funds
    Jun. 7, 2014 AIG, C, GM 12 Comments

    Summary

    • 5 most popular hedge fund stocks are revealed.
    • These stocks historically outperformed the market by 2 percentage points per year.
    • Apple lost its top three spot for the first time in 3 years.
  • 5 Dividend-Paying Stocks Insiders Are Buying
    Apr. 17, 2014 AYR, CLMS, GLF Comment!

    Summary

    • Every investor should diversify by buying bonds or dividend-paying stocks.
    • Dividend stocks are more attractive than bonds because of historically low bond yields.
    • We think dividend stocks bought by insiders deserve a closer look.
  • Polycom Inc.: Cash Rich Technology Stock With Upside Potential
    Mar. 4, 2014 PLCM Comment!
  • Hedge Funds Are Betting On Outerwall. You Should Too
    Mar. 4, 2014 OUTR 35 Comments
  • 2 Electric Utility Stocks All Dividend Investors Should Consider Owning
    Nov. 10, 2013 BKH, ED 3 Comments
  • 3 Stocks Mega-Investor Louis Navellier Is Betting On
    Nov. 8, 2013 AAPL, ALXN, EQIX 2 Comments
  • 3 Business Services Stocks With Dividend Streaks Of 30 Years Or Longer
    Nov. 6, 2013 ABM, ADP, CTAS 4 Comments
  • 3 Financial Stalwarts With Impressive Dividend Histories
    Nov. 5, 2013 BEN, EV, TROW Comment!
  • 3 Rock Solid Dividend Growth Stocks For Income Investors
    Nov. 1, 2013 DBD, LANC, NDSN 2 Comments
  • Billionaire Ken Fisher's Top Small-Cap Picks
    Nov. 1, 2013 CAB, DPZ, KATE 1 Comment
  • The Only 3 Small-Caps This Billion Dollar Hedge Fund Likes
    Oct. 31, 2013 MR, VIPS, WX 1 Comment
  • Hedge Fund Andor Capital's Newest Favorite Plays Are Out
    Oct. 18, 2013 AAPL, CREE, FB Comment!
  • These 2 Small-Cap Financials Have Long Dividend Histories
    Oct. 18, 2013 ORI, TMP 1 Comment
  • How Billionaire Leon Cooperman Gets 'Growth At A Lower Valuation'
    Oct. 17, 2013 AIG, S, SD 1 Comment
  • How David Tepper Might Play A Second 'Tepper Rally'
    Oct. 17, 2013 MWA, OC, AAL Comment!
  • The 4 Most Promising Mid-Cap Dividend Stocks
    Oct. 15, 2013 ANAT, GCI, GLNG 1 Comment
  • Insiders Are Buying These 3 Dividend Beasts
    Oct. 14, 2013 AWR, CINF, DBD 3 Comments
  • Hedge Fund Yield Capital Management's Top Stock Picks
    Oct. 11, 2013 FTR, PWE, RJET Comment!
  • The 2 Most Attractive High-Yield Dividend Stocks In The S&P 500
    Oct. 11, 2013 ESV, PFE 1 Comment
  • Multi-Billion Dollar Manager Martin Sosnoff's Top 3 Picks Are Out
    Oct. 10, 2013 BA, C, GOOG 1 Comment
  • 3 Dividend Stocks To Watch As Earnings Season Approaches
    Oct. 4, 2013 AEG, AKR, LO 1 Comment
  • 4 Dividend Stocks Short Sellers Are Targeting
    Oct. 4, 2013 CRR, EBIX, WLT 5 Comments