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The Top Insider Cluster Companies in the Last Month
Posted by: Dianne Tordillo (IP Logged)
Date: December 10, 2012 01:56PM
Within the last four weeks, the companies listed below experienced either the most Insider cluster buys or Insider cluster sells. Insider clusters are known as concentrated purchases or sells that were made by a company’s executive members at a specific time. The results were taken from the Premium feature, GuruFocus Insider Cluster Buys and Sells.
TOP CLUSTER BUYS
Iridium Communications Inc. (IRDM)
In the last month, Iridium Communications experienced 54 purchases by two of its Insiders. The total amount purchased was 281,560 shares, at an average price of $5.57. Baralonco Ltd., which is listed as 10 percent owner, acquired more than 271,000 of the company’s shares. Thomas C. Canfield, listed as Director by Deputization, reported 10,000 shares purchased within the last month.
With a market cap of $455.2 million, Virginia-based Iridium Communications is a mobile and data satellite communications network, delivering reliable solutions for markets that require global communications. Its stock is up at the moment and is trading at $6.09. It has a P/E (ttm) ratio of 8.3, a P/S ratio of 1.2 and a P/B ratio of 0.6.
In the third quarter, Gurus Whitney Tilson and Paul Tudor Jones reported buying shares of the stock. Steven Cohen sold out his stake around the same period.
View Iridium Communications’ 10-Year Financials.
Opko Health Inc. (OPK)
A total of 625,000 shares were purchased by Opko Health’s Insider, Frost Phillip MD ET AL. Frost is listed as director and 10 percent owner of the company. The average price of the stock when purchased was $4.42.
With a market cap of $1.31 billion, Opko Health is a Miami-based multi-national biopharmaceutical and diagnostics company that promotes its discovery, development and commercialization of its expertise and proprietary technologies. Opko stock is trading positively today at $4.39, with a P/B ratio of 8.7 and a P/S ratio of 46.7.
In the third quarter, Guru Murray Stahl added to his stake of Opko by 25.45 percent, while Jim Simons completely sold out his stake in the same period.
View Opko Health’s 10-Year Financials.
Digirad Corp. (DRAD)
Two directors at Digirad Corp. have a reported 162,198 combined share purchase in the last month. Both Jeffrey Eberwein and Charles M. Gillman each purchased 81,099 shares at an average price of $2.05.
With a market cap of $40.7 million, Digirad Corp. is a company that manufactures and distributes solid-state medical imaging products and services for the detection of cardiovascular disease and other medical conditions. One of its premium developments was the solid-state gamma camera, the first of its kind, promoting its reduced size and weight for enhanced operability and patient comfort during use.
Digirad stock is up today, as it trades at $2.01, a P/E (ttm) ratio of 67.7., a P/B ratio of 1.1 and a P/S ratio of 0.7915.
Only Chuck Royce has made moves on the stock this year, as he sold out of his stake in the first quarter after reducing it in the third and fourth quarter of last year. As of the third quarter, Jim Simons is the only Guru on the site who has reported to having an existing stake with the company.
View Digirad Corp.’s 10-Year Financials.
TOP CLUSTER SELLS
Krispy Kreme Doughnuts Inc. (KKD)
Krispy Kreme experienced 94 share sells in the last month. All the sells were performed by 10 percent owner, Mohamed Abdulmohsin Al Kharafi. In total, Kharafi sold more than 382,000 of his shares, making up a busy month for Krispy Kreme’s November.
Krispy Kreme is a specialty retailer of its signature glazed doughnuts, headquartered in North Carolina with a market cap of $591.5 million. The stock is down today by 0.11 percent, trading at a price of $9.02.
View Krispy Kreme’s 10-Year Financials.
Telular Corp. (WRLS)
In a month, Telular Corp. experienced 23 share sells made by four company Insiders, which eliminated 359,926 shares altogether. The Insider that sold the most shares within the month was CEO Joseph Beatty. The other Insiders who sold some Telular shares were director Betsy J. Bernard, CFO Jonathan M. Charak and CAO/Controller, Robert Deering.
With a 167.1 million market cap, Chicago-based Telular provides remote monitoring and asset tracking solutions for business and residential customers. Having been in business for over 25 years, Telular has offices in Atlanta, Washington D.C. and Miami. Its services enable security systems and industrial applications to exchange information wirelessly, typically through cellular and satellites.
In the third quarter, both Zeke Ashton and Whitney Tilson reduced their shares of Telular. Another Guru who currently has a holding of Telular is Jim Simons.
View Telular Corp.’s 10-Year Financials.
Sunrise Senior Living (SRZ)
Sunrise Senior Living had 22 Insider sells in the last four weeks. More than 6 million shares were shed in a one-month time frame, by several of the company’s Insiders, including: directors Glyn Aeppel, Thomas J. Donohue, William G. Little, Paul M. Klaassen and Teresa M. Klaassen; Head of Operations Laura McDuffie; Chief Investment and Administrative Officer, Gregory D. Neeb; and General Counsel and Secretary, David Haddock.
The two largest sellers were 10 percent owner Carlson Cap LP disposing of about 2.4 million shares, and CEO Mark S. Ordan disposing of about 1.2 million shares.
Sunrise Senior Living is a Virginia-based company that offers personalized senior living services, including independent living, assisted living, care for individuals with memory loss and nursing and rehabilitative services. It has 303 communities located in the U.S., Canada and the UK. It has a market cap of $2.59 and is trading at $14.39.
In the third quarter, Gurus Mario Gabelli, Jean-Marie Eveillard and Steven Cohen presented the company as new buys to their portfolios. Ron Baron, on the other hand, sold out.
View Sunrise Senior Living’s 10-Year Financials.
About GuruFocus Insider Cluster Buys and Sells
The GuruFocus Insider Cluster Buys and Sells is a Premium feature that lists multiple purchases by several of a company’s executive members in the past three months. Only the transactions that were purchased or sold at market price are listed for commonality. Members are provided options to screen the stocks by market cap and time period.
Interested in learning more about why Insider trades are just as important as the stock picks of Guru investors? Read Stocks that Both Gurus and Insiders Are Buying.
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Guru Discussed: Jim Simons: Current Portfolio, Stock Picks
Steven Cohen: Current Portfolio, Stock Picks
Stocks Discussed: IDRM, OPK, DRAD, KKD, WRLS, SRZ,
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