GBA Presents: House of Gummy-!

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$14M in buys, 1 Billion in sales? :wtf::wtf:

The people in the know can't get out fast enough.
$1.07B in net sales?
RED FLAG!
 
stonedinvestor said:
MARCH 18--

Insiders seem to have made the most of their holdings by selling US$6.9m worth ofCoterra Energy Inc.(NYSE:CTRA) stock at an average sell price of US$31.77 during the past year. The company's market valuation decreased by US$1.1b after the stock price dropped 5.7% over the past week, but insiders were spared from painful losses.

The insider, Francis Barron, made the biggest insider sale in the last 12 months. That single transaction was for US$1.9m worth of shares at a price of US$33.52 each. While insider selling is a negative, to us, it is more negative if the shares are sold at a lower price. The silver lining is that this sell-down took place above the latest price (US$23.19)

In the last year Coterra Energy insiders didn't buy any company stock.

We usually like to see fairly high levels of insider ownership. Coterra Energy insiders own 1.8% of the company,

MOST IMPORTANT-!-->
RISK ANALYSIS-CTRA

Earnings are forecast to decline by an average of 0.3% per year for the next 3 years :thumbsdown:

Unstable dividend track record :thumbsdown:

Significant insider selling over the past 3 months :thumbsdown::thumbsdown:
More...

CPG net margin... 12.5% :thumbsdown::thumbsdown:
CTRA net margin... 45% nearly 4X greater.

Green economy... oil no.... natty yes.
Europe (2025 and beyond)... Russian natty ---no US LNG--- YES!

CPG--- LNG play? ---NO
CTRA---LNG play?--- Industry best.

CASE CLOSED!
 
stonedinvestor said:
In the last year Coterra Energy insiders didn't buy any company stock.

We usually like to see fairly high levels of insider ownership. Coterra Energy insiders own 1.8% of the company,
More...
It looks like CPG has only .5% insider ownership. :thumbsdown:
Over 3X as much at CTRA :thumbsup:
And only insiders at CPG (one) only bought 10K shares in the last 12 months. Typical paint the tape move.
 
Div Date- CPG-->June 14 / earn July 26 /
Earnings Date Jul 26, 2023 Forward Dividend & Yield 0.30 (4.45%)
Ex-Dividend Date Jun 14, 2023 (1y Target Est----> 10.67) <-- That's analysts mine is much higher.

I think your numbers might be off I have CTRA at 75% gross margin // 58% op margin // Net margin 45%? All very good numbers but that insider selling and lack of growth concerns me.

EV-to-Forward-Revenue 3.34

Forward Rate of Return (Yacktman) % 27.44

CPG 68% gross // 45.7% opp margin // Net 13%

EV-to-Forward-Revenue 1.81

Forward Rate of Return (Yacktman) % 24.64


Both good companies I think but one is much more explosive.

https://www.gurufocus.com/stock/CPG/summary?search=CPG
 
Crescent Point Energy Corp (US:CPG) has 286 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 247,123,370 shares.

Latest Institutional Activity
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3/31/2023 FRANKLIN MUTUAL ADVISERS LLC Bought 8.1 Million shares of Crescent Point Energy Cor... :wtf:

3/31/2023 GOLDMAN SACHS & CO. LLC (PRIVATE... Bought 4.4 Million shares of Crescent Point Energy Cor... :wtf:

3/31/2023 NATIONAL BANK FINANCIAL, INC. Bought 4.2 Million shares of Crescent Point Energy Cor... :wtf:

Institutional investors control 39.95% of the outstanding shares in CPG. This represents a greater percentage of ownership than at almost any other company in the Oil & Gas Production industry
 
vanzandt said:
ichart-1818874-930-180-60.png

$14M in buys, 1 Billion in sales? :wtf::wtf:

The people in the know can't get out fast enough.
$1.07B in net sales?
RED FLAG!
More...




Geeze Vz you are so silly--> look at he right that'sall we care about!

lets look at the last 6 months)))))))))))))))))))))))))))))

SOFI Insider Purchases Last 6 Months Shares Trans
Purchases 4,884,098
Sales 481,000

It's not even close foolio! 4.8 mil purchased // 481 K sold.

Net Shares Purchased (Sold) 4,403,098 32+
Total Insider Shares Held 59.8M<----------------- GREEN FLAG-!
 
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