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Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: July 5, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: June 28, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: June 21, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: April 19, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

OXY OCCIDENTAL PETROLEUM CORPORATION
RGP RESOURCES CONNECTION INC.
RDNT RADNET INC.
PBF PBF ENERGY INC. CLASS A
OMI OWENS & MINOR INC.
NEOG NEOGEN CORPORATION
MOD MODINE MANUFACTURING COMPANY
LGND LIGAND PHARMACEUTICALS INCORPORATED
CVGW CALAVO GROWERS INC.
CBRL CRACKER BARREL OLD COUNTRY STORE INC.
APA.. APA CORP.
LPG DORIAN LPG
WHF WHITEFIELD
AB ALLIANCEBERNSTEIN HOLDING L.P.
ADC AGREE REALTY CORPORATION
AMTX AEMETIS
CNFR CONIFER HOLDINGS
MSM MSC INDUSTRIAL DIRECT CO. INC. CLASS A
KYN KAYNE ANDERSON MLP INVESTMENT CO.
FBK FB FINANCIAL CORPORATION
MAV PIONEER MUNICIPAL HIGH INCOME ADVANTAGE TRUST
NHF NEXPOINT CREDIT STRATEGIES FUN
MHI PIONEER MUNICIPAL HIGH INCOME TRUST
WGO WINNEBAGO INDUSTRIES INC.
FF FIRST MINING GOLD
SONO SONOS
GRX THE GABELLI HEALTHCARE & WELLNESSRX TRUST
CCO CLEAR CHANNEL OUTDOOR HOLDINGS INC
LPI LAREDO PETROLEUM INC.
KROS KEROS THERAPEUTICS
ASAN ASANA
PCVX VAXCYTE
NUVB NUVATION BIO INC (A)
UAN CVR PARTNERS LP
SMMT SUMMIT THERAPEUTICS INC
FTCI FTC SOLAR
PFBX INC.
UPST PEOPLES FINANCIAL CORP. (MISSISSIPPI)
HUMA UPSTART HOLDINGS
BFZ HUMACYTE INC
PEPG BLACKROCK CALIF MUN INCOME TRUST
EWTX PEPGEN INC
GLSI EDGEWISE THERAPEUTICS INC
JMSB GREENWICH LIFESCIENCES INC
MEGI JOHN MARSHALL BANCORP INC
NMTC MAINSTAY CBRE GBL INFRASTRUCTURE MEGATRENDS FD
VANI NEUROONE MEDICAL TECHNOLOGIES CORP
PROK VIVANI MEDICAL INC
GTE PROKIDNEY CORP.
SBGI GRAN TIERRA ENERGY INC.
MIO SINCLAIR INC
NUTX PIONEER MUN HIGH INCOME OPPORTUNITIES FD INC
BATRK NUTEX HEALTH INC
ECF LIBERTY MEDIA CORPORATION
NBY ELLSWORTH FUND LTD
NOVABAY PHARMACEUTICALS INC.
Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: April 12, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Valens Research
  • Valens Research

Valens Equity Insights and Inflections - 2021 03 16

INOV has been steadily improving UAFRS-based (Uniform) ROA the past few years before the pandemic, thanks to its conversion from a dataset company to a healthcare insight software platform with significant growth opportunities. And yet the market doesn't recognize how this can continue to mean accelerating returns and growth going forward. While the company has one of the few leading healthcare insight platforms not already captured by a major player like UnitedHealthcare, and currently only...

Valens Research
  • Valens Research

SONO - Embedded Expectations Analysis - 2021 03 10

Sonos, Inc. (SONO:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 31.8x Uniform P/E, implying bullish expectations for the firm. Meanwhile, although management may have concerns about DTC demand, marketing investments, and margins, market expectations are still too pessimistic, suggesting long-term equity outperformance remains warranted Specifically, management may be overstating the sustainability of demand for their direct-to-consumer (DTC) p...

Valens Research
  • Valens Research

Valens Equity Insights and Inflections - 2021 01 05

KEYS has seen strong improvement in UAFRS-based (Uniform) ROA the past few years, thanks to its strong legacy business and growth into a high return SaaS business model. While the market is pricing the company for returns and growth to stagnate going forward, there is no reason returns cannot continue to accelerate. The company is likely to see returns stay flat at worst with steady growth, thanks to its position as the market leader in the circuit testing and design business, a growing market ...

Valens Research
  • Valens Research

SONO - Embedded Expectations Analysis - 2021 01 04

Sonos, Inc. (SONO:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 21.0x Uniform P/E. At these levels, the market has bullish expectations for the firm. However, although management may have concerns about margin growth, R&D investments, and supply chain constraints, market expectations are still too bearish, suggesting equity outperformance remains warranted Specifically, management may lack confidence in their ability to sustain margin growth an...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Valens Research
  • Valens Research

Valens Equity Insights and Inflections - 2020 09 08

BHC currently trades well below corporate averages relative to Uniform earnings, with a 9.1x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to fall from 45% in 2019 to 20% in 2024, accompanied by 2% Uniform asset growth going forward. However, analysts have bullish expectations, projecting Uniform ROA to expand to 51% by 2021, accompanied by 3% Uniform asset shrinkage. Furthermore, management is confident about the eye health spinoff, script recovery, and Pro...

Valens Research
  • Valens Research

SONO - Embedded Expectations Analysis - 2020 09 03

Sonos, Inc. (SONO:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 26.6x Uniform P/E. Even at these levels, the market has bearish expectations for the firm. However, given management's excitement about demand and confidence about the Arcs preorder and product launches, market expectations are still too bearish, suggesting equity outperformance remains warranted Specifically, management generated an excitement marker when saying that they will me...

Jonathan Moreland
  • Jonathan Moreland

Monthly Insider Special Screens: June 1, 2020

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

RCL ROYAL CARIBBEAN GROUP
GEO GEO GROUP INC. (THE)
OXY OCCIDENTAL PETROLEUM CORPORATION
VLY VALLEY NATIONAL BANCORP
VGR VECTOR GROUP LTD.
STOR STORE CAPITAL CORPORATION
SCM STELLUS CAPITAL INVESTMENT CORP
SAR SARATOGA INVESTMENT CORP.
NWBI NORTHWEST BANCSHARES INC.
NRIM NORTHRIM BANCORP INC.
NMFC NEW MOUNTAIN FINANCE CORPORATION
NLY ANNALY CAPITAL MANAGEMENT INC.
DLY LYONDELLBASELL INDUSTRIES NV
HAFC HANMI FINANCIAL CORPORATION
CODI COMPASS DIVERSIFIED HOLDINGS
APTS PREFERRED APARTMENT COMMUNITIES INC.
BFS SAUL CENTERS INC.
NEWT NEWTEK BUSINESS SERVICES INC.
FNB F.N.B. CORPORATION
MCY MERCURY NZ LTD.
CMO CAPSTEAD MORTGAGE CORPORATION
FLXS FLEXSTEEL INDUSTRIES INC.
FCPT FOUR CORNERS PROPERTY TRUST INC.
EHI WESTERN ASSET GLOBAL HIGH INCOME FUND
WPC W. P. CAREY INC.
SGU STAR GROUP L.P.
SQBG SEQUENTIAL BRANDS GROUP INC
HEES H&E EQUIPMENT SERVICES INC.
PHD PIONEER FLOATING RATE
MSBI MIDLAND STATES BANCORP
GBDC GOLUB CAPITAL BDC INC.
HTZ HERTZ GLOBAL HOLDINGS
GBAB INC.
PACD GUGGENHEIM TAXABLE MUNICIPAL M
RESI PACIFIC DRILLING S.A.
DBX FRONT YARD RESIDENTIAL CORP. CLASS B
SONO DROPBOX INC. CLASS A
BBDC SONOS
TLRY BARINGS BDC INC.
NHS TILRAY
ETRN NEUBERGER BERMAN HIGH YIELD ST
WBS EQUITRANS MIDSTREAM CORP
ICMB WEBSTER FINANCIAL CORPORATION
AXLA INVESTCORP CREDIT MANAGEMENT BDC
ANDE INC.
FRG AXCELLA HEALTH
EVF THE ANDERSONS
RC INC.
CMTV FRANCHISE GROUP
FNLC EATON VANCE SENIOR INCOME TRUST
INTEQ GRUPO RADIO CENTRO S.A.B. DE C.V.
COMMUNITY BANCORP INC. VT
FIRST BANCORP
INC (ME)
INTELSAT S.A.
Valens Research
  • Valens Research

Valens Equity Insights and Inflections - 2020 05 19

LVS currently trades above corporate averages relative to Uniform earnings, with a 47.4x Uniform P/E (Fwd V/E'). Even at these levels, the market is pricing in expectations for Uniform ROA to decline from 16% in 2019 to 12% in 2024, accompanied by 1% Uniform asset growth going forward. Meanwhile, analysts have similar expectations, projecting Uniform ROA to only rebound to 13% in 2021 after a poor 2020, accompanied by 2% Uniform asset shrinkage. That said, management is confident about Macao rev...

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