Guru Favorites Report Insider Transactions

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Apr 22, 2013
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This past week, several large corporations reported their corporate executives and directors making rather large transactions within their companies. All of the companies are at (or are nearing) a 10-year high in prices.

The following companies are also favorites with the gurus, with each company currently being held by at least four and up to 29 gurus.

1. Walgreen Company (WAG)

Walgreen Company was the only large corporation this week that reported an insider buy. This significantly large insider buy came from Director Stefano Pessina.

Pessina bought 83,299 shares of Walgreen’s at $48.62 per share. This transaction cost him a massive $4,049,997. This buy from Pessina also marks the first insider buy since 2008.



This buy came as the stock is nearing a 10-year high price of $50.91.

The GuruFocus analysis of the company notes that the Walgreen Company revenue has been in decline for the past year. It also reports that the WAG stock dividend is close to a one-year low and that the P/S Ratio is close to a five-year high of 0.63.

According to Walgreen’s income statement, the company has steadily increased their revenue and net income since 2003 with only a slight drop appearing in 2012. The company has paid a cash dividend to shareholders every year since 1933 and these dividend payments have increased for the past 38 years.

1366643631891.pngWAG data by GuruFocus.com

There are currently 25 gurus that hold a stake in Walgreen Company. To see the complete list of these gurus and the shares they hold, click here.

With its shares up 0.1%, Walgreens trades at $49.40.

2. American Express (AXP)

This week American Express reported two large insider sells coming from two different executive vice presidents.

EVP of Corporate Affairs Thomas Schick sold 115,000 shares at $65.40 each. This brought in $7,521,000 for Schick. He still holds on to 30,867 shares of the company.

EVP and General Counsel Louise Parent sold 259,511 shares at $66.20. She raked in a total of $17,179,628 on this sell. She still maintains 85,046 shares of American Express.



These sells come as the price has neared a 10-year high of $67.42. Since the last insider buy in 2011, the price has increased 53.19%.

The company has reported a dividend yield close to a three-year low as well as a P/S Ratio that is close to a five-year high of 2.37. The company has also shown predictable revenue and earnings growth. According to the 10-year financials of American Express, the revenue and net income has increased consistently since 2009.

There are currently 29 gurus that hold stake in AXP. To see the complete list of these gurus and the shares they hold, click here.

With its shares down 1.06%, American Express trades at $66.53.

3. Bed, Bath and Beyond (BBBY)

CEO Steven Temares reported two large sells last week coming on the 16th and the 19th. Temares sold a total of 241,978 shares at an average price of $66.12. Temares brought in a total of $15,969,416 with these two sells.



Temeres still holds on to over 550,000 shares. These sells come as the price of the company is nearing a 10-year high price of $66.77 per share.

According to the GuruFocus analysis, Bed Bath & Beyond currently has no debt, they have shown predictable and consistent growth in their revenue and earnings, and their operating margin is expanding.

According to the financials of Bed Bath and Beyond, the company has seen an 18% growth in revenue in the past year.

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BBBY data by GuruFocus.com

There are 18 gurus that currently own shares of Bed Bath and Beyond. To see these gurus and the shares they hold, click here.

4. Jack in the Box (JACK)

Chairman and CEO of Jack in the Box, Linda Lang, made a significant sell on April 19 as the price of the company has skyrocketed.

Lang sold 87,801 shares last Friday at $36 per share. Lang brought in $3,160,836 with this sell. She still holds on to at least 279,000 shares.



Lang sold her shares as the price is inching closer to a 10-year high price of $38.53. Also, Lang has been dropping a significant amount of her shares in the fast food company this year. Since the beginning of 2013 Lang has sold a total of 346,801 shares.

The GuruFocus analysis reports that the revenue and operating margin have been in a decline for the past five years. It also reports that the P/E and P/S Ratio are close to 10-year highs of 23.69 and 1.15, respectively.

The financials of Jack in the Box show that in the past 12 months, the revenue of the company has decreased 33.4%.

1366650366256.pngJACK data by GuruFocus.com

Paul Tudor Jones, Jim Simons, John Hussman and Ray Dalio all hold stake in Jack in the Box. To see the shares these gurus hold, click here.

With its shares down 0.34%, Jack in the Box trades at $35.48.

To view all insider transactions, click here.