ValueClick, Web.com, and More Stocks Bought By Insiders

Multiple insiders, including the CEO, have been buying Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), a services and technology solutions company serving military, intelligence, and public safety customers. Kratos’s market capitalization is only $280 million, but with an average of 360,000 shares traded daily and a stock price of about $4.90 we think there is sufficient dollar volume for most investors. Revenue was up 34% last quarter versus a year earlier, but the company is unprofitable and the sell-side expects only a small amount of earnings next year. Kratos also has a high debt load and moderate short interest.

The CEO of Bruker Corporation (NASDAQ:BRKR) had bought 50,000 shares in early December and recently bought another 50,000 shares at an average price of $14.68. See a history of the CEO’s insider purchases. Bruker is a $2.6 billion market cap scientific instruments and materials company. It trades at 25 times trailing earnings, but has been reporting good growth and analysts expect that will continue. Still, the forward P/E of 17 would require further growth after that point to justify the current valuation. Value investor Joel Greenblatt was buying Bruker during the third quarter of 2012 (check out more stocks Greenblatt was buying).

Kenneth Masick, a Board member at retail focused REIT Retail Properties of America Inc (NYSE:RPAI), bought 4,700 shares on December 14^th at an average price of $11.92 per share. Funds from operations increased 24% in its most recent quarter compared to the same period in the previous year. Compared to other retail REITs, Retail Properties of America offers a high dividend yield; at current prices, and going by recent payments, the annual yield is 5.6%. Simon Property Group (NYSE:SPG) pays a yield of about 3% and other peers that we looked at ranged from about that level to a bit above 4%. Retail Properties of America is a recent IPO, and has a smaller market cap than many peers, and of course is exposed to the broader economy, but has at least something of a case as an income stock.