Top Takes From RealMoney

The RealMoney contributors are in the business of trading and investing all day on the basis of ongoing news flow. Below, we offer the top five ideas that RealMoney contributors posted today and how they played those ideas.

Hey Joe, Can You Spare a Couple of Trillion?

By Timothy Collins
8:27 a.m. EDT

It now appears that the estimate for the deficit was a bit light, about $2 trillion (that's trillion with a 'T') light. As if the health care bill being pushed by the Obama administration did not face enough challenges, here's another. If some of the health care stocks were attractive before, when the issue seemed to hit a wall, this should make them even more appealing on any pullback.

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Citigroup

By Jim Cramer
9:34 a.m. EDT

Buyers, remember that Citigroup's(C Quote) book value is about $5.75, and it is now trading above tangible book value. I have been a big supporter and think it should trade to book, but until we see another quarter, we don't know new book...

No positions

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Insider Selling

By Tim Melvin
10:23 a.m. EDT In Barron's this week I noticed the table of insider buying and selling. While I like the fact that there is some insider buying, much of which is in the banking and other financial industries, the size of the sells compared with the buys is breathtaking. While this is usually true, the numbers this week were huge. The largest buy was for $1 million. The smallest reported sale was four times that amount.

Insiders at Activision Blizzard(ATVI Quote) continue to huge sellers of stock. Three insiders combined to sell over $45 million of stock. Marriott(MAR Quote) had two shareholders sell $19 million. At City National(CYN Quote), the total was $37 million. Insiders at one company where I own shares, EMC(EMC Quote), had four insiders sell; that will cause me to sit down later today and rethink my position.