This site is no longer active as we have migrated to a new site called InsideArbitrage.com.
We will continue to keep the content on this site for a short period of time but it may be out of date.

E-mail
Password
  Remember Me
Forgot Password

Weekly Focus Article

    Weekly Focus Article – Cybex Merger Arbitrage and an Important Message

    With insider buying slowing down considerably over the last few weeks, it has been challenging to find good candidates for the weekly focus articles. Instead of picking another company with insider buying, I figured I would highlight a merger arbitrage opportunity that presented itself this week in what will be the last of these weekly focus articles (more on that later). Different strategies tend to outperform and underperform the market at different points of time and value investor Jae Jun at Old School Value has done a great job of back testing insider buying over different time periods during ...

    The rest of this report is only accessible to Insider Trade Reports Subscribers. Click here to subscribe to Insider Trade Reports

    Weekly Focus Article: Glu Mobile (GLUU)

    Insider buying slowed down to a trickle over the last two weeks leaving us with very few candidates for the weekly focus article. Following the big decline in one of our portfolio companies, Glu Mobile (GLUU), I decided to write a weekly focus article providing an update about this mobile gaming company instead of highlighting a new opportunity. Just as I started working on the article, I noticed amongst the purchases last night that Hany Nada, a co-founder and managing partner of GGV Capital purchased $9.9 million worth of shares this week. As mentioned in our

    The rest of this report is only accessible to Insider Trade Reports Subscribers. Click here to subscribe to Insider Trade Reports

    Weekly Focus Article: Rovi Corporation (ROVI)

    Rovi Corporation (ROVI) $14.51

    The Company:

    For well over a decade now, one of my best sources for information for music was a site called AllMusic.com. Most popular music services including iTunes, Pandora and Spotify also depend on AllMusic.com for information about artists, albums and songs. Rovi acquired AllMusic.com in late 2007 for $72 million. Given that one of Rovi’s key products is providing information about movies, music and other entertainment to various companies that integrate it with their set-top devices, game consoles and other media devices, this acquisition was a good fit.

    Rovi Corporation, a Santa Clara, California ...

    The rest of this report is only accessible to Insider Trade Reports Subscribers. Click here to subscribe to Insider Trade Reports

    Weekly Focus Article: Cracker Barrel Old Country Store, Inc. (CBRL)

    Cracker Barrel Old Country Store, Inc. (CBRL) $67.19

    The Company:

    Cracker Barrel Old Country is an all-American country themed restaurant that started in 1969 in Lebanon, Tennessee. Cracker Barrel restaurants also have an attached retail shop that sell everything from rocking chairs to jars of fried apples. The company generates about 20% of its sales from the retail shops. In the fiscal year 2011 ended July 2011, the company generated on average over $3.2 million in restaurant sales and over $0.8 million in retail sales per store. Cracker Barrel, which emerged as a small restaurant in the 1970’s with the objective ...

    The rest of this report is only accessible to Insider Trade Reports Subscribers. Click here to subscribe to Insider Trade Reports

    Weekly Focus Article: Hot Topic Inc. (HOTT)

    Hot Topic Inc. (HOTT) $9.12

    The Company:

    Hot Topic is a mall-based retailer that specifically targets teens with music, movies and pop culture inspired clothing and accessories. It has also become one of the leading retailers catering to plus size women through its Torrid line of stores. According to NPD, the plus size women’s category is growing with 32% of women considering themselves as plus size. The plus size category is expected to grow 5.2% annually over the next five years to $9.7 billion, nearly twice the 2.7% annual growth expected from regular apparel sales according to research firm Ibis ...

    The rest of this report is only accessible to Insider Trade Reports Subscribers. Click here to subscribe to Insider Trade Reports