June 05, 2009
– Comments (6)
The data indicates that insiders tend to be on the other side of the trade, selling these days. Well, that's not completely true, but insiders are not buying.
seen Amazon lately? Bezos is dumping huge amaounts of stock
see Marvel lately? Insiders are buying stock. Even the company is buying its own stock back. It's going to have a rough year but, at the end of the year, it will still be a great company with huge margins and tons of free cash.
I think people are getting stuck on bad news. There are great companies out there but people are missing them because they only care about the macro-picture.
This is probably a battle of all money in the sidelines versus those who believe that the economy still did not pick up. even though i do know that companies are operating at 30% or less revenenues in their mfg facilities, question is who will prevail. Im particularly bullish on comodities and financials like MT, VALE, X and BAC and C, what i think will take its time to move, versus losing the right moment to enter.
Dudemonkey, I think good companies can be hit in ways they never thought possible in this economy.
Hi dwot. So far, I haven't found a single instance, in any of your posts, that I can find fault. Keep blogging. Nobody knows the shape we're in. Worse yet, no one is even prepared.
Worse yet, no one is even prepared.
Alstry is!!! :)