This week there was an increase in insider transactions coming
from high and mega-capped stocks. These stocks come from a
variety of industries, but the two notable insider buys came from
beverage making and supplying companies. The most notable insider
sells came from the retail industry this past week. Also
interesting, the companies reporting insider transactions (minus
one) are all ranked highly in the
GuruFocus Business Predictability Rankings
This week director Robert Gates bought 3,300 shares of Starbucks
stock. These shares traded at an average price of $60.49. Gates
spent a total of $199,617 on this buy. The director now holds at
least 9,888 shares of Starbucks.
Since Gates' buy, the price of SBUX has increased by 2.88%.
The director's insider transaction marks the
first insider buy
since Jan. 2012.
The company released their Q2 results this past week. Along with
the results, the Board also reported the promotion of several
corporate executives to leadership roles globally. It is the
company's intention to promote these people in order to stretch
Starbucks into a more global arena.
The Q2 results reported:
� Total net revenues up 11% to $3.6 billion.
� The consolidated operating income grew 26% to $544
� The company added 590 new stores, including 337
� The company raised its full year EPS target to
$2.12-$2.18 from its previous target of $2.06-$2.15.
Some things to note:
� In the past year the revenue per share has grown
� The company is sitting at a 10-year high in FCF.
� The company has shown consistent growth in revenue
� The price is currently sitting above the previous
10-year high of $61.67.
� The P/S Ratio is nearing a 5-year high of 3.67.
There are 14 gurus with stake in Starbucks. To view these gurus
and the stake they hold,
With its prices up 0.5%, Starbucks trades at $62.18.
Dr. Pepper Snapple (
This week Director David Alexander added 1,000 shares to his
stake in Dr. Pepper Snapple. These shares traded at $48.17 per
share for a total transaction amount of $48,170. Alexander now
holds on to 3,000 shares of DPS. Alexander's buy marks the first
insider buy for the company since July 2012.
Since Alexander's buy, the price of DPS has increased by 2.14%.
Some of the highlights of Dr. Pepper Snapple's First Quarter 2013
- Reported EPS were $.51, up 6% for the quarter. Core EPS were
$.53, up 15% for the quarter.
- Year-to-date, the company returned $171 million to the
- Net sales increased 1% for the quarter.
Dr. Pepper Snapple is an integrated brand owner, manufacturer and
distributor of non-alcoholic beverages in the US, Canada and
Mexico with a diverse portfolio of flavored carbonated soft
drinks and non-carbonated beverages including teas and juices.
The company's price is currently sitting above its previous
5-year high price of $48.08. Also, the company's P/S Ratio is
nearing a 5-year high of 1.8.
There are nine gurus that hold stake in Dr. Pepper Snapple. To
see these gurus and the shares they hold, click here. Most
recently, Ken Fisher added 37,530 shares to his stake of DPS.
Ken Fisher's holdings of Dr. Pepper Snapple:
With its shares up $49.33, Dr. Pepper Snapple trades at $49.33.
In the past week, Kimberly-Clark has reported five different
insider sells. These sells come as the price of KMB hits a
The insiders included: President of K-C Healthcare, Joanne Bauer;
Group President, Robert Abernathy, Group President of K-C
International, Christian Brickman; Vice President and Controller,
Michal Azbel; and Mark Buthman.
These five insiders sold a total of 126,283 shares at an average
price of $104.76 per share. The insiders brought in a total of
$13,224,429 on these sells. Since these sells, the price has
dropped an average of -3.9%.
Kimberly-Clark is a global company focused on personal products
such as consumer tissue, K-C Professional & Other, personal
care and health care brands. The company is principally engaged
in the manufacturing and marketing of a wide range of essential
products to improve people's lives.
On May 2, the company declared a regular quarterly dividend of
$.81 cents per share. 2013 marks the 41
consecutive year that Kimberly-Clark has increased its dividend
and the 79
straight year that it has paid a dividend to shareholders.
The GuruFocus analysis warns that the company's operating margin
has been in a 5-year decline. The average rate of decline per
year is -2.7%. The analysis also reports that the company's
dividend payout is too high. The revenue for the company has
slowed down in the past twelve months but the revenue is still
KMB data byGuruFocus.com
There are currently 13 gurus that hold stake in Kimberly-Clark.
To see these gurus and the stake they hold, click here.
To view a complete dividend analysis on Kimberly-Clark, click
With its shares down 0.91%, Kimberly-Clark trades at $104.42.
Texas Roadhouse (
This week Chairman and CEO of Texas Roadhouse, Kent Taylor, sold
a massive 430,000 shares of his company. The shares traded at an
average price of $23.13 for a total transaction amount of
Things to look for in Texas Roadhouse:
� The company has shown predictable revenue and
� The operating margin is expanding.
� The price is sitting above its former 10-year high
in price of $21.06.
Things to keep an eye on with Texas Roadhouse:
� The dividend yield is close to a 1-year low.
� The P/E Ratio is close to a 5-year high of 22.78.
� The P/S Ratio is close to a 2-year high of 1.24.
Texas Roadhouses' price, revenue per share and EPS:
TXRH data by GuruFocus.com
Texas Roadhouse is a restaurant chain that operates approximately
365 restaurants in 47 states.
Taylor's sell came right as the company released its first
quarter earnings statement which reported that the company's
revenue was up 11% from the first quarter of 2012. The net income
increased 39% from the first quarter of 2012 to $0.37 per diluted
share. The company also reported the opening of three new company
and two new franchise restaurants.
There are four gurus that hold stake in Texas Roadhouse. To see
these gurus and the shares they hold, click here.
With its prices up 0.63% today, Texas Roadhouse trades at $23.85.
Under Armour (
Under Armour reported one significant insider sell this week.
President, CEO and Chairman Kevin Plank sold a total of 292,500
shares of Under Armour on May 2. The shares traded at an average
price of $56.66. Plank brought in a total of $16,573,050 with
Since Plank's last sell in March the price of Under Armour has
The GuruFocus analysis shows that the operating margin has been
in a 5-year decline. The average rate of decline per year is
-2.5%. Despite the operating margin, the per share revenue has
shown consistent growth and predictable revenue. The price of
Under Armour is almost at a 10-year high of $60.03.
UA data byGuruFocus.com
Earlier this year Michael Baron of the guru firm Baron Funds
commented on Under Armour:
Sales were weaker in the most recent reporting period despite
initiatives in women's products and footwear. Investors were
concerned about the Christmas season, and some observed
discounting at key distributors. We believe margins will remain
strong due to good inventory control.
Under Armour is an athletic clothing company that's primary focus
is the design, development, marketing and distribution of
technologically advanced, branded performance products for men,
women and youth.
In the company's first quarter financials they reported a 23% net
revenue growth to $472 million. The net income decreased 47% to
$8 million as compared to $15 million in the first quarter of
2012. The diluted earnings per share were $0.07.
There are five gurus that currently hold Under Armour. To see the
complete list of these gurus and the shares they hold, click
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