3/20/2010

Stocks with direct insider buying last week (03/15 – 03/19)

Removed stocks showing excessive dillution. I only included stocks where average shares outstanding from 2004 to 2009/TTM > .96
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ITEX.OB a stock I own had additional small purchases.

VIDE: Officer makes purchases. 19 million market float value

other micro caps were IKNX:IDSY:AVCA:ROAC:STRC:LCUT:COBR:

ECOL:
Director purchased 1,100 shares of ECOL. ECOL was introduced on a week old post using the following filter criteria below.

http://shadowstock.blogspot.com/2010/03/direct-insider-buys-0301-to-0305-value.html


1) Strengthening balance sheet by reducing debt: Stocks reducing total liabilities from 2007 compared to the TTM balance.

2) Mean Reversion: Posting negative stock price returns over the prior one month, one year and three year period

3) Average ROIC over the prior 5 years > 20%

3) No Dilution: Average share count from 2004 to 2009/TTM share count >.98

4) Low Greed Factor: SGA/Revenue based on the prior 12 months <.10

5) Year over Year quarterly revenue growth > -10%

6)Discount to normalized earnings potential: Average annual operating income from 2004 to 2009 /current enterprise value greater than the current operating income / enterprise value

7 )Margin of Safety/Strong balance sheet: Enterprise value /Market capitalization < 1.05


8) Share buybacks over the prior 12 months


One idea based on the following filter has a current +4% dividend with real estate holdings

US Ecology: ECOL

2 comments:

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ShadowStock said...

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John