Tag: Dividends

Cash Rich Stocks & Other Ideas To Hedge Inflation

Cash Rich Stocks & Other Ideas To Hedge Inflation

Hate to say we told you so, but this inflation train is moving into high gear and will remain strong throughout 2022, particularly as higher home rental prices start to flow through the Fed's home rental price surveys. Our view is that the Fed will be forced to accelerate its tapering effort to perhaps conclude … Continue reading Cash Rich Stocks & Other Ideas To Hedge Inflation

Insider Selling & Share Repurchases – A Corporate Governance Problem

Insider Selling & Share Repurchases – A Corporate Governance Problem

It is a corporate governance problem when insiders sell shares in the face of share repurchase programs. Take the example of Copart (ticker: CPRT). CPRT insiders have not purchased any shares over the past several years, yet they have done plenty of selling. Further, CPRT share repurchases helped support the stock while insiders sold (see … Continue reading Insider Selling & Share Repurchases – A Corporate Governance Problem