Automatic Data Processing (ADP) is an attractive name for conservative dividend growth investors due to its quality, strong balance sheet, elevated yield, and reasonable valuation.
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Insiders Just Bought Millions As Stocks Fall
May 20, 2026
The creator discusses insider buying as a signal for potential value, especially in companies that have been overlooked or punished by the market. Despite a strong broader market, selective leadership is emerging, and high interest rates are pressuring valuations. The video will highlight seven stocks with significant insider purchases, including a $100 million buy in Republic Services (RSG).
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Tickers discussed in this post
Waste Connections (WCN) is an attractive defensive compounder with a reset valuation and insider buying, making it more interesting than Republic Services.
MSCI is a high-quality business with a significant insider buy from the CEO, warranting attention.
Zoetis (ZTS) is a compelling contrarian buy opportunity due to its severely undervalued status, insider buying, and historical valuation reset.
Taiwan Semiconductor (TSM) has a strong AI-driven growth story and benefits from the semiconductor supply chain, but its valuation is now slightly above its 5-year average.
Kraft Heinz (KHC) offers a high dividend yield and CEO stock purchases, but faces concerns regarding dividend safety and weak growth.
Insiders, specifically Cascade Investment, made a significant $100 million purchase in Republic Services (RSG), a defensive compounder.
Nvidia's upcoming earnings are a key short-term test for the market, as the AI trade's sentiment hinges on its performance.
Microsoft was mentioned as one of the big tech names that pulled back recently.
Meta was mentioned as one of the big tech names that pulled back recently.