Weekly Top CEO Buys: Anthracite Capital Inc., ImCloneSystems Inc., Axcelis Technologies Inc., Cost Plus Inc. and Reynolds American Inc.

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Sep 12, 2007
This is the summary of top CEO buys over the past 7 days and what gurus and other insiders are doing with these stocks. Related companies: Anthracite Capital Inc., ImCloneSystems Inc., Axcelis Technologies Inc., Cost Plus Inc. and Reynolds American Inc.


Anthracite Capital Inc. (AHR, Financial): CEO Christopher Milner Bought 25,000 Shares


CEO of AHR , Christopher Milner purchasing 25,000 shares of his company stock this Monday, priced at $8.73 per share at a value of $218,000. This change occurred right after the company has declared a third quarter 2007 cash dividend of $0.30 per share of common stock by the end of this month.


About AHR: Anthracite Capital, Inc. is a real estate investment trust for commercial mortgage-backed securities. AHR is managed by BlackRock Financial Management, (NYSE:BLK), one of the largest publicly traded investment management firms in the United States with about a $1.2 trillion in global assets under management. The AHR primary activities are investing in high yielding commercial real estate debt and equity. AHR’s 2007 quarter net profit margin was 25.27% and 2006 profit margin of 26.07% with a market cap of 567.69 million. Its shares were traded at around $9.06 with P/E ratio of 6.10 and P/S ratio of 5.54.


GURU’s Positions with AHR: Top holder NWQ Managers owns 5,229,109 shares valued at over $61 billion dollars as of 06/30/2007, an increase of 41.83% of from the previous quarter. This position accounts for 0.18% of the $34.67 billion portfolio of NWQ Investment Management Co.


Other Insiders' Positions with AHR: Recent Trades of Anthracite Capital Inc. Directors and Officers.President and COO, Richard M Shea, bought 10,000 shares of AHR stock last week, at $8.74 per share, which increased by 3.66% since. VP & Chief Investment Officer, Daniel Sefcik, bought 2,300 shares of AHR stock last week at $8.8 per share, the price of the stock has increased by 2.95% since. The director of AHR, Hugh R. Frater, purchased 24,140 shares of AHR stock on August 17th at $8.52 per share, the price of the stock has increased by 6.34% since.


ImCloneSystems Inc. (IMCL, Financial): CEO John H Johnson Bought 13,609 Shares


CEO of IMCL, John H Johnson, purchased 13,609 shares at an average price of $36.74, valued at $500,000 last Friday.


About IMCL: ImClone Systems Incorporated, one of the biggest movers in Wall Street, is a biopharmaceutical company biopharmaceutical company that develops a portfolio of targeted biologic treatments designed to address the medical needs of cancer patients within United States & Canada. The Company currently focuses on commercializing a two system cancer treatment:FDA approved drug ERBITUX simultaneously with radiation.Positive results make this company one of the more innovative in the health industry.IMCL has a market cap of $3.97 billion.Its shares were traded at around $34.06 with P/E ratio of 24.74 and P/S ratio of 5.67.


Insider Trades: SVP, Commercial Ops Michael P Bailey sold 1,250 shares of IMCL stock on second week of July at the average price of $34.2, the price of the stock has decreased by -0.41% since.


Axcelis Technologies Inc. (ACLS, Financial): Chairman, President and CEO Mary G Puma Bought 10,000 Shares


Mary G Puma, the Chairman, President and CEO of Axcelis Technologies Inc (ACLS), purchased 10,000 shares of $4.77 per share on the first Wednesday of this month; the price of the stock has decreased by -1.26% since.Despite the second quarter profit decline, the company with a half billion dollar market cap still withheld a 4.31% net profit margin for the third quarter and recorded an 8.83% net profit margin for the 2006 year.


Two gurus: First guru, Arnold Schneider currently owns 1,817,066 shares as of last June.He has increased his number of shares over two-fold since the last Quarter. This position accounts for 0.27% of the $4.37 billion portfolio of Schneider Capital Management. Second guru, George Soros owns 666,000 shares as of last June, an increase of 9.9% of from the previous quarter. This position accounts for 0.14% of the $3.15 billion portfolio of Soros Fund Management LLC.


About: ACLS designs, manufactures, and services ion implantation, dry strip, thermal processing, and curing equipment used in the fabrication of semiconductor chips serving a range of locations from the U.S. Europe, to Asia. Axcelis has exclusive license in the Japanese venture SEN Corporation (SEN), SHI, and Axcelis Company for their technology patents. Axcelis Technologies Inc. has a market cap of $502.44 million; its shares were traded at around $4.71 with P/E ratio of 14.14 and P/S ratio of 1.10.


Two Other Insider Buys: Director R John Fletcher bought 10,000 shares of ACLS stock toward the end of August at the average price of $4.88; the price of the stock has decreased by -3.48% since. Director Stephen R Hardis bought 50,000 shares of ACLS stock at the beginning of August at the average price of $4.97; the price of the stock has decreased by -5.23% since.


Cost Plus Inc. (CPWM, Financial): CEO, President Barry J Feld Bought 10,000 Shares; Quarter Million Dollar Insider Trade.


CEO, President of CPWM, Barry J Feld increased his shares on two occasions. Last June he purchased 3,000 shares at $7.63 per share, and last week he purchased 10,000 shares at $3.70 per share. Since last week, the price per share increased to the current $4.11.


About: Cost Plus, Inc., together with its subsidiaries, a specialty retailer of casual home furnishings and entertaining products, operates 291 stores under the name World Market across the United States. Cost Plus Inc. has a market cap of $92.76 million; its shares were traded at around $4 with P/S ratio of 0.09.


CFO Buys: Jane L Baughman, principal financial officer purchased 5,000 shares of CPWM stock just last week at $4.07 a share; the price of the stock has decreased by -1.72% since.


Two Guru Buys: Charles Brandes increased his share numbers by 54% to 620,820 shares as of June. This position accounts for 0.01% of the $58.32 billion portfolio in Brandes Investment. Arnold Van Den Berg owns 3,294,656 shares as of June, a mild 7.22% increase from the previous quarter. This position accounts for 0.51% of the $3.66 billion portfolio of Century Management.


MID-WEEK FRENZY! The Big Quarter Million Dollar Buy--Insiders Buy CPWM:


Last week September 5 & 6, we observed a long queue of insider CPWM stock buys valued at $249,690. The total buys added up to 64,500 shares priced at a range of $3.71 to $4.07.1)Director, Kim D Robbins, purchased 2,000 shares at $4.07 2)SVP, Human Resources Joan Fujii bought 5,000 shares at $3.98, 3) Executive VP, Store Operations Michael J Allen bought 10,000 shares at $3.87 4). SVP, Merchandising George Whitney bought 5,000 shares at $3.71, 5). SVP, Supply Chain Rayford Whitley bought 25,000 shares at $3.84 6). Director Fredric M Roberts bought 15,000 shares at $3.92 7). VP, Controller / P Timothy Lester bought 2,500 shares at $3.84.


At the end of June, Director Fredric M Roberts bought 5,000 shares of CPWM stock at $7.65, in which the price of the stock has decreased by -47.71% since. Also, VP-Controller / P Timothy Lester bought 3,500 shares of CPWM stock at the average price of $8.21, the price of the stock has decreased by -51.28% since.


Reynolds American Inc. (RAI, Financial): President & CEO Susan M Ivey Bought 5,000 Shares


Susan M Ivey, CEO and President of Reynolds American Inc. (RAI) bought 5,000 shares on last Friday at an average price of $63.92, valued at $319,600. The price of the stock has increased by 3.44% since Ivey’s purchase.


Reynolds American, Inc., through its subsidiaries, engages in the manufacture and sale of cigarette products in the U.S. RAI offers cigarettes and other tobacco products under the brand names:CAMEL, KOOL, DORAL, WINSTON, and SALEM. Reynolds American Inc. has a market cap of $18.74 billion; its shares were traded at around $66.12 with P/E ratio of 16.43 and P/S ratio of 2.14.


Gurus' Positions with RAI: Currently Reynolds American Inc. is owned by four Gurus.Two of the gurus David Winters and Richard Aster Jr. both increased their positions in RAI, while two other Gurus Kenneth Fisher and David Dreman, reduced their positions in RAI.First Guru, David Winters, who currently owns 886,500 shares as of June, increased his shares 13.41% of from the previous quarter; his position accounts for 10.18% of the $567 million portfolio of Wintergreen Fund. Second Guru, Richard Aster Jr., who owns 17,305 shares as of June, increased his shares 8.67% from the previous quarter. Aster’s position accounts for 0.03% of the $3.81 billion portfolio of Meridian Fund. Kenneth Fisher owns 3,200 shares as of June; this was a decrease of -14.44% of from the previous quarter. Fisher’s position accounts for less than 0.01% of the $33.9 billion portfolio of Fisher Asset Management, LLC. David Dreman owns 44,200 shares as of June; this was a decrease of -69.03% of from the previous quarter. Dreman’s position accounts for 0.01% of the $19.55 billion portfolio of Dreman Value Management.


Other Insiders' Positions with RAI: Three sales and one buy by internal officers were observed in the past half year.Sr. VP & Treasurer Daniel A Fawley bought 800 shares of RAI stock on 03/21/2007 at the average price of $61.5, the price of the stock has increased by 7.51% since. Director Thomas C Wajnert sold 6,500 shares of RAI stock on 08/22/2007 at the average price of $65, the price of the stock has increased by 1.72% since. Director Betsy S Atkins sold 2,000 shares of RAI stock on 05/31/2007 at the average price of $66.02, the price of the stock has increased by 0.15% since. Executive Vice President of External Relations, Tommy J. Payne, sold 5,000 shares of RAI stock on 04/30/2007 at the average price of $64.38, the price of the stock has increased by 2.7% since.