B · nan conviction · nan · 2026-08-01
73.59Entry reference
—Model target
nanMax hold (days)
—Model allocation
Timko Thomas S · EVP, CFO
CFO Tom Timko put in ~$152K across two buys on Jul 31, raising his stake ~81% — real C-suite conviction right after the stock got cut 15% on a Q2 free-cash-flow miss (FCF flipped to -$28.9M). RSI 31.5, buying near the low end of the range, but it's a single insider well below both MAs (ma20 84, ma50 82) so this is a falling knife catch, not a clean setup. Company reaffirmed full-year outlook and p
A · HIGH conviction · SWING · 2026-07-31
73.59Entry reference
80.95Model target
30.0Max hold (days)
20.0%Model allocation
Timko Thomas S · EVP, CFO
CFO Tom Timko bought ~$152K on July 31, boosting his stake ~81% — meaningful conviction into a sharp selloff after Q2 met expectations but showed FCF swinging negative (-$28.9M), which knocked the stock down ~15%. Setup is a capitulation buy: RSI 31.5, ~37% off 52w low but well below both MAs, and the company reaffirmed full-year guidance with analyst targets in the $79–$100 range. Clean net flow, profitable, sector beating SPY by 4.6% — falls short of A+ only on single-insider cluster and no cluster confirmation.
Watch: Buying below ma20/ma50 (falling knife risk); negative Q2 free cash flow; single insider only