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Vollständige Version anzeigen : Keiner will sie mehr - Insider KÄUFE auf den niedrigsten Level seit 5 Jahren


Silke
21.02.2001, 22:10
..und das obwohl die companys optisch günstig erscheinen http://www.stock-channel.net/Board/smilies/frown.gif



Wednesday February 21, 3:50 pm Eastern Time
Insider Buying Drops to Lowest in 5 Years
NEW YORK (Reuters) - Insider buying of stocks fell to its lowest level in January in more than five years, signaling increased pessimism over the U.S. stock market's prospects.

Purchases by executives of stocks of the companies for which they work fell to $125 million in January from $313 million in December, insiderSCORES.com, a Web site that tracks such purchases, said on Wednesday.

The January level is the lowest since September 1995, when insiders bought just $115 million of stocks, said Lon Gerber, insiderSCORES.com's director of research, in a note to clients.

Investors view the aggregate level of buying by insiders -- who have the best access to information on their companies' prospects -- as an indicator of market sentiment. Insiders presumably buy shares when they consider them a bargain relative to their companies' future business.

The drop in insider buying means ``a lot of stocks are still going down,'' said Eric Barden, a portfolio manager with the Texas Capital Value Fund, which has about $50 million in stocks.

The January decline also suggests ``that owners and operators of companies are still concerned that the market value of their companies is higher than what an informed buyer would pay for them,'' he said.

Insiders typically reduce purchases in January because of restrictions prior to the release of fourth-quarter earnings reports, insiderSCORES.com said. Still, ``the relative dearth of buying is surprising considering the current level of the market,'' Gerber wrote.

The Standard & Poor's 500 Index, a broad gauge of the market, has fallen 4 percent in 2001.

Insider selling -- sales by executives of stocks of the companies for which they work -- grew to $3.5 billion in January from $3.2 billion in December, according to Gerber.

Some increase is normal, he wrote, because insiders would often choose to defer sales to January from December in order to avoid paying capital gains taxes for the December tax year.

``However,'' he said, ``this year we would assume that much fewer executives are fortunate enough to actually have gains considering the performance of the market last year.''

The S&P 500 index fell 10 percent in 2000. The Nasdaq Composite Index, which is laced with technology companies, fell 39 percent.

Gerber said insiderScores.com's favor market indicator -- the ratio of dollars sold to dollars bought by insiders -- rose to 28.03 in January, its highest and most bearish level since the Web site began measuring the indicator in January 1996.

Last year, he wrote, the indicator reached highs in February and August, preceding a market correction in the ensuing months

KA111
23.02.2001, 05:26
Hi, Mary Meeker,

das mag schon sein, daß die Insider marktkonform die absehbaren Zukunftsaussichten ihrer Firmen negativ beurteilen und ihr in den vergangenen 3 Jahren gezeigtes Verhalten geändert haben. Ihnen ist schlicht jegliche Euphoie im Grundeis verschütt gegangen.

Jedoch haben sich zu Jahresbeginn 2001 nicht auch die US-Steuervorschriften geändert und die 401K- Kandidaten etwa können auch jetzt noch steuerrelevante Verkäufe tätigen und zwar knapp vor der Abgabe ihrer Steuererklärungen in wenigen Wochen?

Termin, denke ich, ist der 31.3. Nichts Genaues weißich leider nicht.

Sollten bei der obigen Betrachtung daher nicht auch die Steuerveränderungen einfließen und die hier getroffenen Feststellungen entsprechend relativieren? Frage ich mich. Weiß jemand eine Antwort?

Gruß
KA111

<font size=1>[Dieser Beitrag wurde von KA111 am 23.02.2001 editiert.]</font>

Ralph
26.02.2001, 20:27
Die Insider-Käufe in Tech mögen ganz unten sein .... die -Verkäufe sind es sicherlich nicht http://www.stock-channel.net/Board/smilies/frown.gif .... that could spell trouble ! http://www.stock-channel.net/Board/smilies/frown.gif

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The Trouble With Tech Insiders

By Bob Gabele
Special to TheStreet.com
2/26/01 1:37 PM ET

In light of last week's negativity, I'd like nothing better than to report good news on the insider front. After all, we were all moderately encouraged by the willingness of insiders to step up and support some of the beaten-down tech and telco names heading into the year's end. Just as certainly, however, it is disappointing to see the lack of follow-through thus far this year.

Before we get carried away, the situation may not be quite so dire as an aggregate sell/buy ratio might imply. Useful as a benchmark, this old standby has always had limitations. Most importantly in this case, one must remember that while the major indices have slumped, insiders at a surprisingly broad range of stocks (for example, health care, financials and energy) are yet sitting on pretty nice gains from last year. Moreover, where insiders typically buy these Old Economy stocks when they are down (as so many were in 1999 and early last year), we may never see the same level of support from technology insiders.

For one thing, it seems a tad early to declare the likes of Cisco (CSCO:Nasdaq - news - boards), Sun Microsystems (SUNW:Nasdaq - news - boards) (before last Thursday's news) and JDS Uniphase (JDSU:Nasdaq - news - boards) value plays.

Moreover, as a rule, technology executives already hold considerable positions, especially in the form of options. And don't forget, given the complexity of options transactions, most sell/buy ratios only take into account open-market buys and sales. Until a preponderance of their options slip underwater, it may be unreasonable to expect technology insiders to head to open market for shares.

All that being said, a few trends are too troubling to ignore.

As mentioned, I would like to see a bit more follow-through by insiders in the really beaten-up tech names (e.g., the telcos, Internet etc.) It is early yet, but outside of microbiotech, I'm just not seeing it. Even more troubling are the growing legions of insiders who are surfacing, sometimes repeatedly, to offer stock into short-term rallies. This, my friends, spells trouble -- no matter how you slice it.

Consider a few big-name examples:

When shares of IBM (IBM:NYSE - news - boards) jumped some 30% early in the year, four insiders sold a combined 235,638 shares at around $110.

Oracle (ORCL:Nasdaq - news - boards) ramped earlier, moving at one point a full 40% off its Nov. 22 bottom. In January alone, Oracle insiders (excluding Larry Ellison, whose almost unfathomable holdings make him a particularly difficult read ), unloaded nearly 1.4 million shares.

Not to be outdone, after Microsoft jumped a full 50% from its Dec. 20 lows, five insiders (not including Bill Gates; see Ellison above) sold more than 1.7 million shares at prices ranging from $59.51 to $65.58.

Does this spell the demise of these beloved bellwethers? I certainly hope not. These are, however, telling examples of what might be shaping to be a troubling trend. There are no crystal balls in this business and nothing is out of the question, but I'd feel better if those in the trenches would stop selling large-cap tech every time these stocks bounce. You've got to admit, the routine profit-taking defense that seemed so compelling when technology was streaking to new highs is wearing a bit thin as the market churns.
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Ralph