Weekly Insider Trading, July 1

|
Includes: COMM, CWH, DFRG, HWKN
by: G-Stock
Summary

Hawkins - insiders have shifted from selling to buying and the technical picture is strengthening.

CommScope - also a setup where insiders are shifting from selling to buying, looking for a mean reversion.

Camping World - Insiders buying for the first time since introduction in 2016, recent price weakness is an opportunity.

Del Frisco's - consistent insider buying over time offset by poor revenue growth rate trend that could be turning around this latest quarter.

Weekly Introduction

This is the second part of my catch-up of insider trades over the last 2 months or so. First part can be found here. Since I was absent about 2 months, there are a lot of interesting setups to cover. I have screened more than 1000 transactions in approximately 400 companies and have narrowed this down to a list of about 10-20 companies with significant activity. I am in the process of doing the last filtering of those and perhaps provide another 4-company article. If not, will return with regular weekly screening this coming week.

My previous market comments are still very much valid but would add the fact that we currently see a rapid rise in bearishness in indicators that usually should be interpreted as contrarian indicators, meaning even if next few days continue to be volatile, on a 20 day forward outlook, the market returns tend to be positive more times than not.

Introduction to Weekly Insider Trading (for new readers)

Weekly Insider Trading from G-stock is the result of quantitative screening of insider trading coupled with qualitative checks to produce a list of companies with the most interesting cues. The screening process starts by looking at number and value of insider trades, if spread across insiders, their historic behavior and the value of current trade in comparison to existing shares owned. This produces a list of the most interesting companies to look at. The next step is to filter based on type of trades and the person trading. Purchases in a new issuance of stock or exercise of options are generally considered of lesser value than an open market purchase. Generally, the more spread across insiders, the better should be the signaling value. Within the insider category, Officers are highest ranked, followed by directors and >10% owners. That said, nothing is binary and continuous purchases of a >10% owner can be very supportive for price just like buybacks are. So to summarize, simply looking at transaction values is not enough. Most of the time, insider transactions need to be put in context, quantitatively and qualitatively, only then can such transactions be of value for portfolio decisions.

Please note that the companies presented and information given should not be interpreted as a full picture view, or some fundamental analysis of the company. I am merely identifying insider trading patterns and looking at some basic info related to those companies, and if available adding analysis done in other articles directly linked to the company, to better score the value of such insider transactions. I strongly encourage everyone to do their own fundamental analysis of each company before investing.

Types of Insider transaction setup (of course any position is contingent on other screening factors as well)

Market opportunistic with positive trend, Insiders increasing holdings in a correction in a stock with general uptrend (here I would buy and hold for some time, 1-6 months) Market opportunistic with no trend, Insiders increasing holdings in a correction in a stock with a sideways trend (here I would buy and sell on a reversal to mean or within 3 months if the stock is not moving) Turnaround bet, Insiders increasing holdings in a stock in a sideways or downwards trend (higher risk, smaller position, event driven holding, max 6 months, smaller size).

This article’s insider trading stocks

I have looked at the SEC reported insider transactions over the last two months (report date). The final list includes companies based on the insider activity rank, which might or might not lead to an immediate action.

Company

Ticker

Insider activity

Longer term insider score

Company Fundamentals

Chart Technicals

Type of Setup

Return

Hawkins Inc

HWKN

+

0

+

+

“Turnaround”

New

CommScope

COMM

+

0

0

0

“Market opportunistic, no trend”

New

Camping World

CWH

+

0

+

0

“Turnaround”

New

Del Frisco’s Restaurant Group

DFRG

+

+

0

0

“Market opportunistic, no trend”

New

I rank Hawkins and Camping World higher than DFRG and COMM.

Hawkins Inc (HWKN)

Summary

Hawkins shows some of my favorite setups. The business is stable and growing, stock has done nothing for years, but nothing damaging either. Insiders have gone from selling to buying and the technical picture looks to be strengthening. A case like this I would at least expect to move to the high end of the consolidation range and might even break out if there is a fundamental catalyst (other than the insiders).

Basic company Info

Industry

Basic Materials

Market cap

370 M

Employees

653

P/S

0.7

Founded

1938

P/E

-

Website

http://www.hawkinsinc.com

P/CF

14

Insider Trading

Trading over the last 4 years show a clear shift from selling to buying. Noteworthy that the selling was done at much higher prices. It is obviously not the same persons doing the transactions in the two periods but I find that generally to be less of significance than the shift itself from selling to buying, as long as the transactions in both periods are of equal significance in other regards (size, size relative to previous holdings, position in company etc.).

Name

Insider Type

Trade date

Buy/Sell

Price

Value

Own. Chg

Hawkins Patrick H.

CEO, Pres

2018-06-06

Buy

$34.22

+$516,277

18%

Oldenkamp Jeffrey P.

CFO, VP, Treasurer

2018-06-05

Buy

$33.15

+$49,723

29%

Hawkins Patrick H.

CEO, Pres

2018-06-04

Buy

$32.54

+$214,781

9%

Wright Jeffrey L

Dir

2017-11-09

Buy

$34.47

+$103,410

26%

Matthews Steven D II

VP of Operations

2017-09-11

Sell

$36.94

-$9,672

-6%

Schumacher Mary J.

Dir

2017-08-28

Buy

$35.80

+$50,115

27%

Erstad Richard G

VP, GC, Sec

2017-08-11

Sell

$40.59

-$48,708

-10%

Sevenich John R

VP, Industrial Group

2017-06-08

Sell

$48.50

-$106,894

-6%

Erstad Richard G

VP, GC, Sec

2017-06-05

Sell

$48.00

-$96,000

-15%

Matthews Steven D II

VP of Operations

2017-02-17

Sell

$50.47

-$45,419

-20%

Pepski Kathleen P.

VP, CFO, Treas

2017-02-17

Sell

$50.27

-$146,993

-11%

Erstad Richard G

VP, GC, Sec

2017-02-13

Sell

$50.69

-$76,041

-12%

Pepski Kathleen P.

VP, CFO, Treas

2016-12-13

Sell

$53.21

-$300,602

-18%

Erstad Richard G

VP, GC, Sec

2016-11-29

Sell

$48.50

-$101,850

-14%

Sevenich John R

VP, Industrial Group

2016-11-23

Sell

$47.33

-$120,647

-7%

Chart and technical

The stock has been building strength all year and finally broke out, creating a very strong move from low 30’s to almost 40. Since then it has back and filled a bit and now should offer an excellent opportunity for re-entry.

Fundamentals

The fundamental picture in the table below is quite stable, but as usual I would point to some articles exclusively covering one stock for greater detail on the fundamental picture (see links below). From those articles we learn that Hawkins is trading at a discount to the overall market and that the historical growth rate is not considered by the market.

Dec-17

Dec-16

Dec-15

Dec-14

Dec-13

Dec-12

Dec-11

Total Revenues

504

484

414

364

348

350

344

y/y %

4.3%

16.8%

13.7%

4.5%

-0.6%

1.9%

Gross profit

87

98

80

66

62

64

66

Gross margin %

17%

20%

19%

18%

18%

18%

19%

EBITDA

49.7

59.6

46.7

43.4

40.7

35.6

43.6

EBITDA %

10%

12%

11%

12%

12%

10%

13%

Net income

-9

23

18

19

18

17

23

Cash and equivalents

5

7

20

19

34

29

29

Free cash flow

8

23

12

6

22

9

14

Seeking Alpha and other articles

March 2018: Hawkins, Inc. Is a Great Value

Feb 2018: Mini-Crat Profile: The Curious Case Of Hawkins Inc.

Feb 2017: Hawkins - Special Ingredients, Special Long-Term Value Creator

CommScope (COMM)

Summary

COMM is another example of insiders shifting from selling to buying. That could be due to purely opportunistic behavior after the stock declines following the Q1 report, an underestimation by the market of future growth potential, or a combination of the two. Without being to fundamental, it is clear that we are in between 4G and 5G at the moment and COMM should benefit from both talk/hype and later 2019/2020 actual start of buildout of 5G networks. The insider purchases by themselves are enough for me either way to look for some recovery in price.

Basic company Info

CommScope Holding Co., Inc. engages in the provision of infrastructure solution for the core, access, and edge layers of communication networks. It operates through CommScope Connectivity Solutions (CCS), and CommScope Mobility Solutions (CMS) segments. The CCS segment provides fiber optic and copper cable and connectivity solutions for use in data centers and business enterprise, telecommunications, cable television, and residential broadband networks. The CMS segment offers solutions for cellular base station sites and related connectivity; indoor, small cell and distributed antenna wireless systems; and wireless network backhaul planning and optimization products and services.

Industry

Communication Equipment

Market cap

5.6 B

Employees

20.000

P/S

1.2

Founded

1976

P/E

30

Website

http://www.commscope.com

P/CF

15

Insider Trading

Going back to 2015, there are mostly sales/option exercises registered. Consistently, across directors and officers, there has not been any other buy case like the one after the Q1 report, all in the open market. Some insiders now bought for approximately the same amount they sold at much higher prices about one year ago.

Name

Insider Type

Trade date

Buy/Sell

Price

Value

Own. Chg

Adams Austin A

Dir

2018-05-14

Buy

$29.90

+$149,500

22%

Kurk Morgan C S

EVP, COO

2018-05-11

Buy

$29.27

+$146,359

12%

Karlsson Peter U

SVP of CommScope, Inc.

2018-05-11

Buy

$29.83

+$298,300

24%

Mingle Robyn T

SVP of CommScope, Inc.

2018-05-10

Buy

$29.42

+$49,808

8%

Maguire Joanne M

Dir

2018-05-08

Buy

$29.60

+$14,800

3%

Yates Timothy T

Dir

2018-05-04

Buy

$28.06

+$84,193

7%

Wyatt Frank B II

SVP, GC, Sec

2018-05-04

Buy

$27.99

+$251,877

14%

Pease Alexander W

EVP, CFO

2018-05-04

Buy

$27.95

+$299,795

85%

Granow Robert W

SVP, Controller

2018-05-07

Buy

$28.63

+$42,943

8%

Drendel Frank M

Dir

2018-03-21

Sell/Option

$40.22

-$3,627,231

-4%

Edwards Marvin S Jr

Pres, CEO

2018-03-07

Sell/Option

$40.03

-$2,001,740

-15%

Armstrong Philip Martin Jr

SVP, Corporate Finance

2018-02-21

Sell/Option

$39.02

-$390,216

-28%

Gray Stephen C

Dir

2018-02-20

Sell/Option

$38.96

-$1,113,345

-67%

Edwards Marvin S Jr

Pres, CEO

2018-01-09

Sell/Option

$38.66

-$1,933,165

-15%

Drendel Frank M

Dir

2018-01-02

Sell

$38.02

-$570,246

-1%

Drendel Frank M

Dir

2017-12-08

Sell

$38.01

-$2,280,891

-2%

Edwards Marvin S Jr

Pres, CEO

2017-12-04

Sell/Option

$36.45

-$1,822,665

-15%

Watts Claudius E. IV

Dir

2017-08-07

Buy

$32.87

+$493,050

73%

Yates Timothy T

Dir

2017-08-07

Buy

$32.62

+$163,105

16%

Drendel Frank M

Dir

2017-06-08

Sell

$38.94

-$584,168

-1%

Watts Claudius E. IV

Dir

2017-05-16

Buy

$36.75

+$551,258

267%

Karlsson Peter U

SVP of CommScope, Inc.

2017-05-11

Sell

$36.72

-$270,636

-17%

Yates Timothy T

Dir

2017-05-08

Buy

$35.34

+$106,031

11%

Drendel Frank M

Dir

2017-05-01

Sell

$42.18

-$632,712

-1%

Wyatt Frank B II

SVP, GC, Sec

2017-04-10

Sell/Option

$40.63

-$10,397,153

-80%

Drendel Frank M

Dir

2017-04-03

Sell

$41.63

-$624,435

-1%

Edwards Marvin S Jr

Pres, CEO

2017-03-16

Sell/Option

$40.04

-$4,004,360

-27%

Yates Timothy T

Dir

2017-03-02

Buy

$39.45

+$78,900

9%

Olson Mark A

EVP, CFO

2017-03-01

Sell/Option

$39.04

-$1,171,114

-30%

Chart and technical

The stock has been consolidating after the huge drop of almost 30% following earnings in May. If it can put in place a higher bottom here, it would most likely lead to a retrace of 50% of the drop. Longer term, trading in an uptrend that still holds.

Fundamentals

Revenues had been growing steadily until 2017 which saw a significant drop. While profits in Q1 beat expectations, revenues and operating income fell and the company trimmed guidance due to higher costs. Full year 2018 the company expects sales of $4.68-4.83B and EPS from $2.33 to $2.48 so at $29 the company is certainly not expensive from the P/E or cash flow perspective but it is highly leveraged. But overall here nothing that would change the insider trading call.

Dec-17

Dec-16

Dec-15

Dec-14

Dec-13

Dec-12

Dec-11

Total Revenues

4,561

4,924

3,808

3,830

3,480

3,322

3,186

y/y %

-7.4%

29.3%

-0.6%

10.0%

4.8%

4.3%

Gross profit

1772

2034

1346

1397

1201

1061

812

Gross margin %

39%

41%

35%

36%

35%

32%

25%

EBITDA

899.4

1055.2

605.4

868.3

654

564.4

274.2

EBITDA %

20%

21%

16%

23%

19%

17%

9%

Net income

194

223

-71

237

19

5

-252

Cash and equivalents

454

428

563

729

346

264

Free cash flow

518

572

271

253

201

258

97

Seeking Alpha and other articles

Not much material written on the company in recent years, which might be positive, showing that it is kind of forgotten.

May 2016: CommScope: Slow, But Steady Improvement Underway

Sep 2014: CommScope: Bullish Thesis Not Panning Out As Expected

Camping World (CWH)

Summary

Ok, this is a bit of doubling down on my LCII bet from earlier, but nevertheless, the setup is clean AND I do believe this sector is a long term bull case. Insiders are buying for the first time since introduction in 2016. According to the CEO, the weakness is due to market misunderstanding the corporate strategy. He also admits to making some rookie mistakes during is still early years as CEO for a publicly traded company. He is at least putting his money where his mouth is. The stock is cheap as well and I will follow.

Basic company Info

Camping World Holdings, Inc. engages in the provision of a comprehensive portfolio of services, protection plans, products and resources for recreational vehicle enthusiasts. It offers products under the brands Camping World and Good Sam. The company operates through the following segments: Consumer Services & Plans and Retail. The Consumer Services & Plans segment offers services such as emergency roadside assistance, property and casualty insurance programs, travel assist programs, extended vehicle service contracts, co-branded credit cards, vehicle financing and refinancing, club memberships, and publications and directories. The Retail segment offers products such as new vehicles, used vehicles, parts and service, including RV accessories, and supplies, as well as finance and insurance.

Industry

Consumer Goods

Market cap

920 M

Employees

10k

P/S

0.2

Founded

2016

P/E

-

Website

http://www.campingworld.com

P/CF

14

Insider Trading

Directors and the CEO bought at $20-22 between May 14 th and May 25 th. All of them increased their holdings significantly. Very well traded exercising options at prices double those levels just 6 months prior.

Name

Insider Type

Trade date

Buy/Sell

Price

Value

Own. Chg

George Mary J

Dir

2018-05-25

Buy

$20.25

+$50,621

24%

Baltins Andris A

Dir

2018-05-24

Buy

$19.81

+$99,039

28%

Schickli Kent Dillon

Dir

2018-05-24

Buy

$19.96

+$499,060

193%

Baltins Andris A

Dir

2018-05-16

Buy

$21.70

+$108,500

39%

Lemonis Marcus

CEO, 10%

2018-05-17

Buy

$22.68

+$249,458

37%

Lemonis Marcus

CEO, 10%

2018-05-16

Buy

$22.11

+$176,840

36%

Lemonis Marcus

CEO, 10%

2018-05-15

Buy

$21.51

+$258,084

120%

Lemonis Marcus

CEO, 10%

2018-05-14

Buy

$21.29

+$212,930

New

Lemonis Marcus

CEO, 10%

2018-03-15

Sell/Option

$35.51

-$4,616,300

0%

Nuttall Roger L.

Pres, Camping World

2017-12-26

Sell/Option

$45.80

-$1,832,192

-25%

Moody Brent L.

COO, Legal Officer

2017-12-26

Sell/Option

$45.47

-$4,546,796

-38%

Lemonis Marcus

COB, CEO, 10%

2017-11-01

Sell

$40.50

-$4,078,148

-100%

Crestview Partners II Gp, L.P.

Dir, 10%

2017-11-01

Sell/Option

$40.50

-$34,955,712

-4%

Crestview Partners II Gp, L.P.

Dir, 10%

2017-10-30

Sell/Option

$40.50

-$243,000,000

-22%

Lemonis Marcus

CEO, 10%

2017-10-30

Sell/Option

$40.50

-$28,350,000

-2%

Moody Brent L.

COO, Legal Officer

2017-09-29

Sell/Option

$40.46

-$1,426,352

-37%

Nuttall Roger L.

Pres, Camping World

2017-09-28

Sell/Option

$39.38

-$544,069

-23%

Moody Brent L.

COO, Legal Officer

2017-09-26

Sell/Option

$39.42

-$3,030,884

-56%

Wolfe Thomas F.

CFO, Secretary

2017-09-25

Sell/Option

$38.15

-$1,609,107

-48%

Nuttall Roger L.

Pres, Camping World

2017-09-25

Sell/Option

$39.15

-$2,488,724

-59%

Moody Brent L.

COO, Legal Officer

2017-09-21

Sell/Option

$37.94

-$1,332,735

-37%

Wolfe Thomas F.

CFO, Secretary

2017-09-20

Sell/Option

$37.70

-$1,574,770

-48%

Nuttall Roger L.

Pres, Camping World

2017-09-20

Sell/Option

$37.70

-$1,567,905

-48%

Moody Brent L.

COO, Legal Officer

2017-09-18

Sell/Option

$38.05

-$1,913,760

-46%

Wolfe Thomas F.

CFO, Secretary

2017-09-15

Sell/Option

$38.55

-$2,622,440

-60%

Nuttall Roger L.

Pres, Camping World

2017-09-15

Sell/Option

$38.55

-$2,588,391

-60%

Wolfe Thomas F.

CFO, Secretary

2017-07-21

Sell/Option

$32.01

-$133,761

-8%

Wolfe Thomas F.

CFO, Secretary

2017-07-18

Sell/Option

$32.26

-$1,550,889

-52%

Wolfe Thomas F.

CFO, Secretary

2017-07-13

Sell/Option

$32.16

-$1,378,015

-49%

Chart and technical

The stock went from $46 to 18 this year and now trades around $25. There might be some overhead supply given the rapid descent and I would look to buy more on dips.

Fundamentals

Revenue growth is solid and gross margins have been mostly stable, slight increase, as well as the EBITDA. The stock is cheap at these levels even with low single digit growth.

Dec-17

Dec-16

Dec-15

Dec-14

Dec-13

Total Revenues

4,285

3,519

3,279

2,635

2,357

y/y %

21.8%

7.3%

24.4%

11.8%

Gross profit

1246

996

899

746

663

Gross margin %

29%

28%

27%

28%

28%

EBITDA

392.8

303.3

264.1

209.7

180

EBITDA %

9%

9%

8%

8%

8%

Net income

28

191

174

124

21

Cash and equivalents

224

114

92

0

0

Free cash flow

518

572

271

253

201

Seeking Alpha and other articles

SA June 2018: Taking A Gander On Camping World

SA June 2018: Camping World Has Bottomed

SA June 2018: Camping World Holdings: A Diversified RV Business Model That Deserves A Better Multiple

CNBC June 2018: Camping World CEO on recent weakness and here

Del Frisco’s Restaurant Group (DFRG)

Summary

A stock that has done nothing for years but a broad range of insiders continue to purchase stock. With revenues, showing an acceleration in Q1 for the first time in many years, this fits a “no trend opportunistic case”.

Basic company Info

Del Frisco's Restaurant Group, Inc. engages in the development and operation of restaurants. It operates through the following segments: Double Eagle, Sullivan's and Grille. The Double Eagle segment offers prime grade, wet-aged steaks, prime lamb, fresh seafood, and signature side dishes and desserts. The Sullivan's segment operates steakhouses which also features fresh seafood, a list of custom cocktails, and wines. The Grille segment offers an assortment of entrees, such as flatbread pizzas, sandwiches and salads.

Industry

Restaurants

Market cap

257 M

Employees

4000

P/S

0.7

Founded

2006

P/E

-

Website

http://www.dfrg.com

P/CF

9

Insider Trading

A broad range of insiders have been rather active on the buy side for many years, with only sporadic sales. This of course indicates that these insiders (so far) are not a good indicator of future returns, at least not within the 1-2 year period.

Name

Insider Type

Trade date

Buy/Sell

Price

Value

Own. Chg

Thomson Neil H

CFO

2018-05-14

Buy

$14.97

+$24,850

9%

Barr David B

Dir

2018-05-10

Buy

$15.95

+$63,800

16%

Salas Juan

CTO

2018-05-10

Buy

$15.15

+$75,750

New

Carter Ian Russell

Dir

2018-05-09

Buy

$15.48

+$100,620

11%

Abdallah Norman J

Pres, CEO

2018-05-09

Buy

$15.41

+$249,180

18%

Abdallah Norman J

Pres, CEO

2018-03-12

Buy

$0.00

+$0

0%

Abdallah Norman J

Pres, CEO

2018-03-12

Buy

$16.13

+$241,950

28%

Wilson William Jasper

Controller

2017-10-17

Buy

$12.61

+$7,564

New

Carter Ian Russell

Dir

2017-10-17

Buy

$12.66

+$199,328

41%

Dritsas Thomas G

VP, Culinary, Exec. Chef

2017-10-20

Buy

$12.80

+$19,200

14%

Carter Ian Russell

Dir

2017-10-17

Buy

$12.70

+$113,042

20%

Dritsas Thomas G

VP, Culinary

2017-08-03

Buy

$13.97

+$100,472

197%

Thomson Neil H

CFO

2017-07-30

Buy

$14.25

+$57,000

13%

Abdallah Norman J

Pres, CEO

2017-07-28

Buy

$14.24

+$71,200

9%

Thomson Neil H

CFO

2017-07-27

Buy

$14.33

+$23,544

6%

Thomson Neil H

CFO

2017-07-25

Buy

$14.13

+$174,604

76%

Carter Ian Russell

Dir

2017-07-25

Buy

$14.00

+$170,800

47%

Abdallah Norman J

Pres, CEO

2017-07-25

Buy

$14.11

+$211,650

40%

Pennison Thomas J Jr

CFO

2017-05-15

Sell/Option

$17.74

-$50,140

-6%

Fidelity National Financial, Inc.

10%

2017-03-10

Sell

$16.87

-$20,244,000

-51%

Abdallah Norman J

Pres, CEO

2017-02-28

Buy

$16.14

+$277,555

79%

Fidelity National Financial, Inc.

10%

2017-02-01

Sell

$16.67

-$11,376,291

-22%

Mednansky Mark

Dir

2016-12-09

Sell/Option

$18.20

-$3,466,471

-83%

Abdallah Norman J

Pres, CEO

2016-12-01

Buy

$17.55

+$175,516

85%

Fidelity National Financial, Inc.

10%

2016-02-10

Buy

$14.68

+$2,257,679

5%

Fidelity National Financial, Inc.

10%

2016-02-05

Buy

$14.61

+$3,339,387

9%

Fidelity National Financial, Inc.

10%

2016-01-20

Buy

$14.95

+$1,327,904

3%

Fidelity National Financial, Inc.

10%

2016-01-14

Buy

$14.85

+$717,231

2%

Fidelity National Financial, Inc.

10%

2016-01-11

Buy

$14.91

+$2,894,443

8%

Chart and technical

This stock has done nothing for years and continue to look flatlined at best. I would trade for a move to within the mid of its trading range but it is definitely not a huge conviction trade.

Fundamentals

Yearly revenue has been growing at a declining rate and gross profit % has decreased from a couple of years back. This indicates the market was right in sideways trading the stock. In the last quarter revenue growth accelerated again though, giving some hope at least the declining rate is over.

Dec-17

Dec-16

Dec-15

Dec-14

Dec-13

Dec-12

Dec-11

Total Revenues

361

352

332

302

272

232

199

y/y %

2.8%

6.1%

9.9%

11.0%

17.0%

17.0%

Gross profit

80

83

79

73

68

61

52

Gross margin %

22%

24%

24%

24%

25%

26%

26%

EBITDA

37.7

45.6

43.2

41.7

31.6

33.4

30.4

EBITDA %

10%

13%

13%

14%

12%

14%

15%

Net income

-12

18

16

17

12

14

9

Cash and equivalents

5

15

5

4

14

11

14

Free cash flow

-1

13

0

-5

-2

-3

8

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Disclosure: I/we have no positions in any stocks mentioned, but may initiate a long position in ALL ABOVE over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.