Insiders new buys : ZU, SGEN, MAC, SHLD, TBRA

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May 12, 2015
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The All-In-One Guru Screener can be used to find out the most insider buys over the last week by clicking on the insiders tab and changing the settings for All Insider Buying and Duration to "over the past 7 days."

On May 8, Alibaba Group Holding Ltd which is 10% owner of Zulily Inc (ZU) paid $56,161,000 to buy 4,812,425 shares of ZU at an average price of $11.67. After that trade, the price of ZU rose by 14% and reached $13.30.

ZU is now trading at a very high P/E ratio of 117.70 even if the price dropped by 56% during the last 12 months and now is trading -68.75% from its 52 weeks high and +46.31% from its 52 weeks low.

The company looks overpriced according to the Peter Lynch earnings line that gives a fair value of $3.6 (+333%)

On May 7, Mr. Baker Felix , director and 10% owner of Seattle Genetics Inc (SGEN) bought 1,032,664 shares of SGEN with a total cost of $36,721,500. He bought SGEN at an average price of $35.56 and after that, the stock rose by 15.7% and reached the price of $41.13.

SGEN is now trading at a very high P/B ratio of 24.50 and the price, that during the last 12 months rose by 11%, is now -8.50% from its 52 weeks high and +36.87% from its 52 weeks low.

The company has good financial strength rated 9/10; cash to debt and interest coverage ratio are with no debts, but returns are deeply negative (ROE -36.99%, ROA -17.50%)

On May 7, Ontario Teachers Pension Plan which is director and 10% owner, paid $254,280,000 to buy 3,117,710 shares of Macerich Co (MAC) at an average price of $81.56. After the trade, MAC rose by 0.6% and reached the price of $82.07.

MAC is now trading at a very cheap P/E (ttm) ratio of 8.20 and the price during the last 12 months rose by 25%, which is -14.45% from its 52 weeks high and +31.06% from its 52 weeks low.

The company has good financial strength rated 7/10. Its returns are ranked higher than 97% of other companies in the Global REIT – Retail industry

On May 6, the 10% owner Mr. Berkowitz Bruce R bought 130,000 shares of Sears Holdings Corp (SHLD) with a total cost of $5,366,400. The insider bought SHLD at an average price of $42.13 and after that buy, the price of the stock rose by 2.1% and reached $42.13.

SHLD is now trading at a very cheap P/S ratio of 0.14 and the price, that during the last 12 months rose by 3%, is now -12.68% from its 52 Weeks high and +74.81% from its 52 Weeks low.

The company has good financial strength rated 6/10 but negative returns (ROE of -340% and a ROA of -10%) that are underperforming the industry, in fact they are ranked lower than 58% of other companies in the Global Department Stores industry.

On May 4, 10% owner Novo A/S paid $8,900,000 to buy 838,041 shares of Tobira Therapeutics Inc. (TBRA) at an average price of $10.62. Since then, the stock rose by 49.2% and reached the price of $15.84.

TBRA is now trading at a P/B ratio of 4.60 and returns are very negative, with a ROE of -119% and a ROA of -94.90%.