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Weekly top insider buys: CAT, DELL, DOV, FAST, TSN

February 13, 2011 | About:
Saj Karsan

gururk

7 followers
Weekly highlight of top insider buys: Caterpillar Inc. (CAT), Dell Inc. (DELL), Dover Corp. (DOV), Fastenal Company (FAST),and Tyson Foods Inc. (TSN).



Caterpillar Inc. (CAT): Director Jesse J Jr Greene Bought 2,000 Shares

Director of Caterpillar Inc., Jesse J Jr Greene, bought 2,000 shares on 02/04/2011 at an average price of $103.54.

Caterpillar Inc is the world's largest manufacturer of construction and mining equipment, diesel and natural gas engines and industrial gas turbines. Caterpillar Inc. has a market cap of $63.14 billion; its shares were traded at around $103.54 with a P/E ratio of 23.8 and P/S ratio of 1.4. The dividend yield of Caterpillar Inc. stocks is 1.7%. Caterpillar Inc. had an annual average earning growth of 11% over the past 10 years.

On January 27, Caterpillar Inc. announced sales and revenues of $42.588 billion for 2010, an increase of 31 percent from $32.396 billion in 2009. Profit in 2010 was $2.700 billion, an increase of 202 percent from 2009 profit of $895 million. Profit per share of $4.15 was up from $1.43 in 2009. Excluding redundancy costs, profit per share in 2009 was $2.18. Fourth-quarter sales and revenues were $12.807 billion, an increase of 62 percent compared with $7.898 billion in the fourth quarter of 2009. Fourth-quarter profit of $968 million was 317 percent higher than profit of $232 million in the fourth quarter of 2009. Profit per share of $1.47 was up from $0.36 per share in the fourth quarter of 2009. Excluding redundancy costs, profit for the fourth quarter of 2009 was $0.41 per share.

Caterpillar Inc. is in the portfolios of Mario Gabelli, Tom Gayner, Bill Gates, Kenneth Fisher, Ruane Cunnif, PRIMECAP Management, and Dodge & Cox.

This month, Buy: Director Jesse J Jr Greene and Buy: Director Miles D White bought shares of CAT stock and Sell: Group President Richard P Lavin, Sell: Director Joshua I Smith, and Sell: Director John R Brazil sold shares.

Dell Inc. (DELL): Director James Breyer Bought 20,000 Shares

Director of Dell Inc., James Breyer, bought 20,000 shares on 2/09/2011 at an average price of $13.97.

Dell Inc. is a premier provider of products and services required for customers worldwide to build their information-technology and Internet infrastructures. Dell Inc. has a market cap of $25.53 billion; its shares were traded at around $13.97 with a P/E ratio of 9.8 and P/S ratio of 0.5. Dell Inc. had an annual average earning growth of 4.1% over the past 10 years.

On November 18, Dell Inc. reported results for the third quarter of 2010. GAAP operating income was $1.02 billion and record earnings per share of 42 cents. On a non-GAAP basis, operating income was $1.17 billion, or 45 cents per share. The robust profit results came on a 19 percent increase in revenue to $15.4 billion, as commercial and enterprise sectors continue to be solid. Year to date, the company’s revenue has grown 21 percent to $45.8 billion.

Dell Inc. is in the portfolios of Lee Ainslie, Richard Perry, bill nygren, John Rogers, Glenn Greenberg, Arnold Schneider, Richard Pzena, John Hussman, Donald Yacktman, Richard Perry, Prem Watsa, Jean-Marie Eveillard, Charles Brandes, Arnold Van Den Berg, Brian Rogers, Wallace Weitz, PRIMECAP Management, and George Soros.

This month, Buy: Director James Breyer bought 20,000 shares of DELL stock. Buy: Director Samuel A Nunn bought 16,090 shares in September. Sell: Senior Vice President Brian T Gladden and Buy: Chairman and CEO, 10% Owner Michael S Dell sold shares in December.



Dover Corp. (DOV): Director Stephen M. Todd Bought 1,500 Shares

Director of Dover Corp., Stephen M. Todd, bought 1,500 shares on 2/03/2011 at an average price of $66.64.

Dover Corporation is a world-wide, diversified manufacturer of industrial products. Dover Corp. has a market cap of $11.85 billion; its shares were traded at around $66.64 with a P/E ratio of 18.2 and P/S ratio of 2. The dividend yield of Dover Corp. stocks is 1.8%. Dover Corp. had an annual average earning growth of 9.1% over the past 10 years.

On Jan. 28, Dover Corporation announced that for the fourth quarter ended December 31, 2010, revenue was $1.9 billion, an increase of 24% over the prior year period. The revenue increase was driven by organic growth of 23%, a 2% increase from acquisitions, and a 1% unfavorable impact from foreign exchange. Earnings from continuing operations for the fourth quarter of 2010 were $191.8 million or $1.01 diluted earnings per share ("EPS"), compared to $102.4 million or $0.55 diluted EPS from continuing operations in the prior-year period, representing increases of 87% and 85%, respectively.

Dover Corp. is in the portfolios of John Keeley, George Soros, Kenneth Fisher, and James Barrow.

In February, Buy: Director Stephen M. Todd, Sell: Director Michael B Stubbs, and Sell: Vice President Loan David Van sold shares of DOV stock. Sell: Director Peter T Francis sold 21,900 shares in February.



Fastenal Company (FAST): Director Scott Satterlee Bought 2,000 Shares

Director of Fastenal Company, Scott Satterlee, bought 2,000 shares on 2/11/2011 at an average price of $63.36.

Fastenal Company sells industrial and construction supplies grouped into eleven product lines. Fastenal Company has a market cap of $8.76 billion; its shares were traded at around $63.36 with a P/E ratio of 33.1 and P/S ratio of 3.8. The dividend yield of Fastenal Company stocks is 1.4%. Fastenal Company had an annual average earning growth of 17.4% over the past 10 years. GuruFocus rated Fastenal Company the business predictability rank of 5-star.

Fastenal Company is in the portfolios of Ruane Cunniff and Ron Baron.

This month, Buy: Director Scott Satterlee bought 2,000 shares of FAST stock. Buy: Director Michael J Ancius bought shares in January. Sell: Director Reyne K Wisecup sold 5,000 shares in January, and Sell: Director Stephen M Slaggie sold 30,000 shares in December.

Tyson Foods Inc. (TSN): Director Robert C. Thurber Bought 5,000 Shares

Director of Tyson Foods Inc., Robert C. Thurber, bought 5,000 shares on 2/08/2011 at an average price of $18.49.

Tyson Foods, Inc. is the world's largest fully-integrated producer, processor and marketer of chicken and poultry-based food products. Tyson Foods Inc. has a market cap of $6.22 billion; its shares were traded at around $18.49 with a P/E ratio of 7.4 and P/S ratio of 0.2. The dividend yield of Tyson Foods Inc. stocks is 1%.

On November 22, Tyson Foods Inc. reported results for the fourth quarter of 2010. EPS was $0.57 compared to $1.23 last year. Overall operating margin 5.3% in the fourth quarter. Chicken operating income was $141 million; beef operating income was #121 million, and pork operating income was #125 million.

Tyson Foods Inc. is in the portfolios of Chris Davis, and Mario Gabelli.

In February, Buy: Director Robert C. Thurber bought and Sell: Director John H Tyson sold shares of TSN stock. In December, Sell: Sr Grp VP Poultry & Prepared F Donnie King, Sell: Director Barbara Tyson, Sell: Sr.Group V.P. Poultry & Prepar Donnie King, and Sell: Executive VP & CFO Dennis Leatherby sold shares.

About the author:

gururk
Saj Karsan founded an investment and research firm that is based on the principles of value investing. He has an MBA from the Richard Ivey School of Business, and an undergraduate engineering degree from McGill University.

Rating: 4.7/5 (3 votes)

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