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MyPlanIQ Advanced Investors Advanced Strategies Streets June 5 Stocks With Big Insider Buying 2011

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
Delayed Holdings (As of 09/30/2011)
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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.

Monthly Holding Date: Total Transaction Times So Far:
Previous Next
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Holdings

Transactions

Performance (As of 11/29/2011)

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

Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 06/13/2008 when all charts have data
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