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Streets June 5 Stocks With Big Insider Buying 2011
(public) 1.50% November 29
June 5 Stocks With Big Insider Buying
Roberto Pedone from
Thestreet.com
highlights stocks with strong insider purchases --
indicating their belief that their company has big upside potential.
This is the second of this type of portfolio, the first one was
considered earlier.
The key word in that last statement is "belief." Just because a
corporate insider believes doesn't make it so.It is the large
institutional money managers running big mutual funds and hedge funds
that drive stock prices. That said, many of savvy stock operators will
follow insider buying activity when they agree with the insider -- it's
important to monitor insider activity, but it's critical to ensure the
trend of the stock coincides with the insider buying.
Here are his June picks which we will compare with his May picks:
- Navistar International(NAV) sells commercial and military trucks,
buses, diesel engines, recreational vehicles and chassis, as well as
provides service parts for
trucks and trailers. This stock is down 6% so far in 2011, so insiders might be finding some value here during the recent market pullback - Dollar Tree(DLTR), an operator of discount variety stores offering merchandise at the fixed price of $1, is considered a great stock to own during slow or tough economic times. This stock is off to a decent start in 2011, with shares up over 18%
- Equity One(EQY), a real estate investment trust that owns, manages, acquires, develops and redevelops neighborhood and community shopping centers. This stock has done next to nothing all year
- Helix Energy Solutions Group(HLX), provides reservoir development solutions and other contracting services to the energy market, as well as to its own oil and gas properties, HLX is already up over 32% in 2011
- Fifth Street Finance(FSC), lends to and invests in small and
mid-sized companies in connection with investments by private equity
sponsors. This stock hasn't done
much in 2011
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Asset1 | NAV (Navistar International Corporation) | 4.00% | 7.36% |
Asset1 | DLTR (Dollar Tree Inc) | 0.19% | 53.04% |
Asset1 | EQY (Equity One Inc) | 3.88% | 15.04% |
Asset1 | HLX (Helix Energy Solutions Group Inc) | 4.10% | 6.03% |
Asset1 | FSC (Fifth Street Finance Corp) | 2.82% | 18.53% |
* Day change on 09/30/2011.
Since 06/13/2008
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Streets June 5 Stocks With Big Insider Buying 2011 | N/A | 11.3% | 26.7% | N/A | N/A | |
VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.5% | 12.6% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.7% | 15.1% | 2.4% | 7.6% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/13/2008 |
2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 11.3 | 26.7 | NA | NA | 5.7 | 7.2 | 40.8 | 28.5 | -37.5 |
Sharpe Ratio | 0.21 | 1.03 | NA | NA | 0.13 | 0.12 | 1.91 | 0.89 | -0.69 |
Draw Down(%) | 21.1 | 22.4 | NA | NA | 54.9 | 21.1 | 14.3 | 22.1 | 54.9 |
Standard Deviation(%) | 24.6 | 28.1 | NA | NA | 32.9 | 25.5 | 21.3 | 31.9 | 55.0 |
Treynor Ratio | 0.05 | 0.3 | NA | NA | 0.05 | 0.03 | 0.42 | 0.31 | -0.41 |
Alpha | 0.04 | 0.07 | NA | NA | 0.04 | 0.05 | 0.09 | 0.03 | -0.05 |
Beta | 0.96 | 0.96 | NA | NA | 0.94 | 0.96 | 0.97 | 0.93 | 0.93 |
RSquared | 0.74 | 0.68 | NA | NA | 0.72 | 0.76 | 0.67 | 0.63 | 0.77 |
Sortino Ratio | 0.29 | 1.49 | NA | NA | 0.19 | 0.17 | 2.89 | 1.29 | -0.92 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/13/2008