$CAG ranked +1 on 06-Jan-20

Conagra Brands – (CAG, +1) – Craig Omtvedt (Director since 2016) purchased 40,000 shares on January 2nd at $33.99, spending $1.4 million and more than doubling his holdings to 75,000 shares. We have Omtvedt ranked as a “Smart Buyer” based on his activity in OSK, BGC, and CAG. His last and only other purchase in […]

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$USCR ranked +1 on 18-Dec-19

US Concrete – (USCR, +1) – William Sandbrook (CEO since 2011) purchased $415,000 worth of stock on December 13th at $39.44, a reversal from sales he made in 2018 at higher prices. His last purchase was in 2014. Kurt Cellar (Director since 2010) purchased $1 million worth of stock in late November at $40, increasing […]

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$DISCA ranked +1 on 20-Nov-19

Discovery Inc (DISCA, +1) – David Wargo (Director since 2005) purchased $4.6 million worth of stock on November 15th at $28.28, increasing his holdings by 50% to 488,000 shares. This is Wargo’s fourth purchase in the past two years and his largest. In 2017 he purchased shares at an average cost of $17 per share, […]

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$SMPL ranked +1 on 15-Nov-19

Simply Good Foods – (SMPL, +1) –  James Kilts (Chairman since 2017) purchased 70,000 shares on November 13 at $24.62, spending $1.7 million and increasing his holdings by 10% to 737,217 shares. Kilts’ last and only other purchase was in February 2018 at $12.40 and proved very timely. This was a private transaction from Conyers […]

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CACC ranked +1 on 08-Nov-19

Kenneth Booth (CFO since 2004) purchased 1,250 shares on November 5 at $411, spending $513,000 and taking his holdings to 16,806 shares. He has purchased this stock on five prior occasions, is 4 for 5 and we have him ranked as a “Smart Buyer”. This is also a reversal for Booth who sold 1,000 shares […]

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$LLY ranked +1 on 28-Oct-19

David Ricks (CEO since 2012) purchased $500,000 worth of stock on October 25 at $108, increasing his holdings to 164,000 shares. This is Ricks’ first open market purchase in the stock. He has only made a few option related sales, the most recent was in 2016. Jackson Tai (Director since 2013) purchased $200,000 worth of […]

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$CHD ranked +1 on 17-Sep-19

Church and Dwight Co (CHD, +1) – Matthew Farrell (CEO, joined 2006) purchased 7,000 shares on September 16 at $71.32, spending $500,000 and increasing his holdings to 148,000 shares. Farrell is a “Smart Buyer” and has made several timely purchases in CHD as well as in ALO and LDL. This is a reversal for Farrell […]

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$PVH upgraded to +1 on 9-Sep-19

PVH Corp – PVH, +1 –  Henry Nasella (Director since 2003) purchased 6,250 shares on September 4 at $80.37, spending $500,000. This is Nasella’s largest purchase and follows a $100,000 purchase in May around this same price level. We ranked the stock +N on September 4 based on a $10 million purchase from the CEO […]

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$APLS ranked +1 on 4-Sep-19

Apelis Pharmaceuticals (APLS, +1) – Timothy Sullivan (CFO since 2017; Board observer 2014-2017) purchased 11,699 shares on August 29 at $29.71, spending $347,000 in his first purchase in the stock. Sullivan has been involved with this company since 2014, and CFO since 2017. It is unusual to see him make his first purchase now, especially […]

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