On Monday, May 12, ValueAct Capital, managed by Jeffrey Ubben, declared the purchase of more than 2.95 million shares of Microsoft Corporation (NASDAQ:MSFT), which already is the fund’s most valuable equity holding. The transaction was reported with the U.S. Securities and Exchange Commission via a Form 4 filing issued by Mason G Morfit, President of ValueAct Capital and a Board Director at Microsoft – which obliges him to declare any stock purchases as an insider. The acquisitions took place on May 8 and May 9, through several transactions, for prices ranging from $39.49 per share to $39.59 per share. Following, ValueAct…
Author: Javier Hasse
Mid-cap stocks can offer great investment opportunities when caught in time. But, how can you choose the right stock? Methods abound, and some are more effective than others. One that has proven useful in our case is filtering by insider bullishness. Let’s, thus, take a look at two mid-cap companies that saw their insiders buy their stock over the past few days. AOL, Inc. (NYSE:AOL) is a $3 billion market cap media and technology company that provides internet content with brands, products and services that it offers to consumers, advertisers, publishers and subscribers. On May 8, Timothy Armstrong, Chairman and…
Over the past couple of days, the healthcare sector has witnessed plenty of insider activity, which should not be overlooked. In this article, I will examine two companies in this segment.. First off is Owens & Minor, Inc. (NYSE:OMI), a $2.1 billion market cap Fortune 500 company that provides third-party logistics (3PL) services to manufacturers and suppliers of healthcare and life-science products. On May 7th, Richard Meier, Executive Vice President and Chief Financial Officer, acquired 2,500 shares of Common Stock for $32.50 per share. Following this transaction, Mr. Meier holds 40,566 shares of the company, worth more than $1.3 million. On top…