Insider Trading Earnings Calendar - A First Look At
Post Q2 Earnings Insider Buying
Our quarterly Insider Trading Earnings Calendar points our names to watch heading into each earnings season, highlighting companies that have seen notable insider buying since their last quarterly earnings report. It lists select stocks, in chronological order by their scheduled earnings date, and outlines recent insider buying. The goal here is to draw attention to stocks that saw significant insider buying following poor reports in the prior quarter.
On balance, we have found this to be a profitable and underappreciated strategy, since stocks that saw significant insider buying prior to their earnings reports often saw significant outperformance following the event.
Among the 13 stocks we highlighted, 11 of them had positive post-earnings moves, averaging a return as high as 16.2% since their last report.
For example, in our April 10 report we highlighted significant insider buying in beaten-down shares of Accuray (ARAY). Since then, the stock has gained as much as 31% after posting strong quarterly bookings in early May.
Emerging Growth Stocks
Emerging Growth Stocks is Briefing.com's premium service designed to uncover small, fast-growing companies that have the potential to become market leaders.
Each Monday we present an updated New Buy List of the top 25 small- and mid-cap growth stocks in the market, as determined by our proprietary ranking system. These companies are discovered using a quantitative screen that removes emotion and bias from the process, and which places a heavy emphasis on current and forward-looking indicators such as strong 6-month Relative Strength, fast-growing quarterly sales and EPS, and expanding margins. In addition to the ranking system, our fundamental and technical analysts provide detailed commentary and spot analysis on Emerging Growth components throughout the week, helping readers stay on top of this dynamic market segment.
Top performers in 2013 include
Santarus (SNTS) +187%, Nam Tai (NTE) +147%, PowerSecure (POWR) +105%, Green Mountain Coffee (GMCR) +103%, Louisiana-Pacific (LPX) +83%, FleetCor (FLT) +83%, 3D Systems (DDD) +70%, and many more.
The Next Big Thing - IPO Analysis
The Next Big Thing team provides thorough fundamental analysis of upcoming IPOs and spin-offs. Every Friday we publish a preview of the following week's IPOs. This report includes detailed fundamental analysis of what each company does, their growth drivers, and their anticipated valuations. We then assign an A through F grade which is based on our own fundamental opinion.
Once an IPO has begun trading, our team continues to follow the most compelling names and publishes periodic updates and reports that highlight companies and themes that our analysts believe have significant upside potential. Some recent examples include:
- On February 1 we published a bullish IPO preview for ExOne (XONE), a small-cap maker of 3-D printers. While we noted that XONE was a higher risk play, we thought its robust organic sales growth and focus on the attractive industrial markets made it a much “cleaner” story than its larger peers DDD and SSYS. As such, we labeled it a "compelling story stock worth building a long-term position in." Since its February 7 debut, XONE has risen 183%.
- Late last year (October 10) we highlighted an opportunity in Ambarella (AMBA) following its terrible IPO pricing and poor subsequent performance. Our fundamental analyst made the case that, with the stock trading then at $6.50, and with positive business catalysts coming up, we thought the stock was "dirt-cheap." Since then, we have followed up frequently on AMBA, and the stock has become a stand-out performer, returning +186%.
Designed for value investors who want to avoid "value traps," our weekly rankings are derived from a proprietary quantitative system that combines multiple value and yield factors with above average 6-month Relative Strength. There are no growth, profitability, or market cap requirements.
Traditional valuation-based investing strategies generally incorporate just fundamental metrics: low absolute or relative P/E ratios, high dividend yields, etc. These strategies can accurately isolate those stocks that are "cheap" according to the metric in question, but they do not take into account perhaps the most important factor for real-world value investing: do institutions see value in these stocks, and are they willing to accumulate them?
The Value Leaders system is designed to isolate inexpensive stocks undergoing accumulation -- and thus avoid value traps -- by combining traditional fundamental valuation metrics with one technical metric that suggests strong institutional money flows: 6-month Relative Strength. In practice, the types of names you'll typically see on our value rankings are turnaround stories that market participants are betting will succeed, cyclical companies near the trough in their cycle, and/or companies that are about to benefit from more favorable commodity prices (to name a few scenarios). Moreover, the companies on our list will feature managements that are decidedly shareholder-friendly, as evidenced by attractive dividend payouts and/or active share buyback programs.
Special Reports - Options Volatility Analysis &
Our Special Reports column is designed to identify
stocks and related options that have the potential to
make big moves -- in either direction -- on upcoming
volatility catalysts. Since there are hundreds of
potential catalysts of interest each week, we try to
narrow the list down to the most important items so that
traders can identify big potential movers and be aware
of any upcoming event risk in their stocks in order to
hedge existing positions. We also focus most of the
attention on stocks that have options available to
trade, since the volatility expectations are most
closely related to options market prices and activity.
Our screening method allows us to catch less
publicized events that may be highly anticipated by
options players, find known events with the potential
for volatility that may not be highly anticipated by the
options market, and flag catalysts far in advance,
before interest heats up immediately ahead of the event,
when options market volatility begins to incorporate
heightened expectations for volatility.
Recent performance highlights include:
- Notable options activity analysis preceding earnings: CSIQ +19%, P +11%, FNSR +10% and FCEL +10% following notable call activity; ORCL -14% and APOL -10% following notable put activity
- SRPT +300%, BV +30%, PAY -27% and BBRY -25% after noting heightened expectations for volatility prior to major volatility events.
Liquid Momentum is Briefing.com's premium system designed for active swing traders.
Each week we publish a Focus List of the Top 50 most liquid, volatile stocks in the market, helping subscribers narrow down their universe to a compact, actionable list of names that evolves with changing market conditions. Specifically, our rankings emphasize high Average True Range/Price ratios, strong six-month Relative Strength, and excellent liquidity. In addition to the weekly Focus List, our senior technical analysts post detailed technical set-ups on Focus List stocks throughout the week.
Some of best-performing recent Focus List picks include:
- CREE Inc (CREE) has been a long-standing leader on our Focus List since its late-October bullish gap in 2012. Our technical team highlighted CREE multiple times since then as it showed constructive signs of accumulation along key support, moving averages, and trendlines. The stock still sits among our Top 5 performers for the year, with a return of +133% over 8 months.
- Fleetcor Technologies (FLT) has been one of the steadier climbers on our Focus List, with a strong trend above its rising 50-day moving average since December of 2012. Following numerous comments by our technical team, FLT has yielded a gain of approximately +72%
so far this year.
- Gilead Sciences (GILD) appeared on our Focus List over a year ago, and we have been commenting on its stellar trend and signs of accumulation ever since. It wasn’t until recently in June 2013, when its price began to trade back under its 50-day moving averages, that it fell off our Focus List. During its 1-1/2 year reign, GILD gained over +140%, pacing the way higher among a strong Biotech sector.
- More recently, Splunk Inc (SPLK) joined our Liquid Momentum Focus List in March of 2013 around the $38 area. The stock had debuted as an IPO almost a year earlier and was displaying strong relative strength as it looked poised to break out into New High territory. It has since maintained its strength among our leaders, recently probing $48 for a +27% gain.