Comments on: When To Watch Out For Insider Selling http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling/ Value Investing Blog Mon, 16 May 2011 10:55:06 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Joe Ponzio http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling/#comment-3245 Joe Ponzio Fri, 23 Apr 2010 05:56:20 +0000 http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling#comment-3245 I don't know of any rule of thumb. It's more of a common sense thing. In this example (above), clearly something was fishy. As far as an actual percentage or speed/timing of sales, you have to look into who is selling, why, and how quickly. Are they bailing out? Or is it part of a systematic sale plan? I don’t know of any rule of thumb. It’s more of a common sense thing. In this example (above), clearly something was fishy. As far as an actual percentage or speed/timing of sales, you have to look into who is selling, why, and how quickly. Are they bailing out? Or is it part of a systematic sale plan?

]]> By: Ron http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling/#comment-3183 Ron Sat, 06 Mar 2010 05:19:52 +0000 http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling#comment-3183 Hi Joe, Is there a rule of thumb of percentage of net shares sold by insiders where we should start to get concerned about what they know that we don't? Thanks Joe! Hi Joe,

Is there a rule of thumb of percentage of net shares sold by insiders where we should start to get concerned about what they know that we don’t? Thanks Joe!

]]> By: Joe Ponzio http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling/#comment-2933 Joe Ponzio Thu, 09 Jul 2009 16:44:32 +0000 http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling#comment-2933 MikeR - Great find! MikeR – Great find!

]]> By: MikeR http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling/#comment-2918 MikeR Thu, 25 Jun 2009 03:03:47 +0000 http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling#comment-2918 From Glenn Greenberg's introduction to Part V of Graham and Dodd's "Security Analysis," "A deeply tanned CEO wearing a lot of gold jewelry is not likely someone we feel we can trust." From Glenn Greenberg’s introduction to Part V of Graham and Dodd’s “Security Analysis,”

“A deeply tanned CEO wearing a lot of gold jewelry is not likely someone we feel we can trust.”

]]> By: MikeR http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling/#comment-2898 MikeR Thu, 18 Jun 2009 02:14:09 +0000 http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling#comment-2898 I don't know if you caught the full show interview of Jim Cramer by Jon Stewart. Stewart ripped Cramer and CNBC for just doing snake oil sales and not doing the exposure of things like Mozilla as a real business news network should. In case anyone is interested go to this site, <a href="http://www.thedailyshow.com/full-episodes/index.jhtml?episodeId=220533" title="http://www.thedailyshow.com/full-episodes/index.jhtml?episodeId=220533" target="blank" rel="nofollow">http://www.thedailyshow.c...</a> View the three links for the three unedited parts of the interview at the bottom. The first one is just preliminaries, Stewart gets on Cramer in parts 2 and 3. I don’t know if you caught the full show interview of Jim Cramer by Jon Stewart. Stewart ripped Cramer and CNBC for just doing snake oil sales and not doing the exposure of things like Mozilla as a real business news network should. In case anyone is interested go to this site,

http://www.thedailyshow.c…

View the three links for the three unedited parts of the interview at the bottom. The first one is just preliminaries, Stewart gets on Cramer in parts 2 and 3.

]]> By: Joe Ponzio http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling/#comment-2891 Joe Ponzio Tue, 16 Jun 2009 15:43:34 +0000 http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling#comment-2891 Yeah - this guy's a real piece of work. After writing this article, I shot an e-mail off to someone at CNBC about Mozillo, the massive insider trading, etc. Nobody responded. I guess it's not news until someone goes to jail! Yeah – this guy’s a real piece of work. After writing this article, I shot an e-mail off to someone at CNBC about Mozillo, the massive insider trading, etc. Nobody responded.

I guess it’s not news until someone goes to jail!

]]> By: MikeR http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling/#comment-2871 MikeR Thu, 04 Jun 2009 19:37:05 +0000 http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling#comment-2871 SEC charging ex-Countrywide CEO Mozilo with fraud http://finance.yahoo.com/...;_ylt=AurdiPqT8fY7cBP06yAJZEi7YWsA?sec=topStories&pos=main&asset=&ccode= http://tinyurl.com/r6ouh4... SEC charging ex-Countrywide CEO Mozilo with fraud

http://finance.yahoo.com/…;_ylt=AurdiPqT8fY7cBP06yAJZEi7YWsA?sec=topStories&pos=main&asset=&ccode=

http://tinyurl.com/r6ouh4...

]]> By: Tim Shannon http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling/#comment-2873 Tim Shannon Thu, 04 Jun 2009 10:30:57 +0000 http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling#comment-2873 I continue to be amazed at how many things Joe says end up coming true. It may take a while, but I guess it IS easier to tell what will happen than "when" it will. I never owned Countywide but I bet most "investors" who did never saw this coming. Thanks Joe! (and awesome book!) I continue to be amazed at how many things Joe says end up coming true. It may take a while, but I guess it IS easier to tell what will happen than “when” it will.

I never owned Countywide but I bet most “investors” who did never saw this coming. Thanks Joe! (and awesome book!)

]]> By: Amit D. http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling/#comment-1890 Amit D. Fri, 27 Jun 2008 06:32:25 +0000 http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling#comment-1890 This was a nice piece of work, very interesting to read. The only question that comes to mind is whether we could reasonably be suspicious of managers historical actions by basing them off past sell-offs during stock price peaks?(with no major reason except stunted growth and missed earnings expectations). Would this constitute a form dishonest profit making when these managers realize they can sell-out big positions during record highs? I'd really love to get your take on how far your willing to tolerate sell-offs given that there's no change in the fundamentals of the business OR reckless idiotic business practices. Thanks in advance Joe, your my hero! Amit D. This was a nice piece of work, very interesting to read. The only question that comes to mind is whether we could reasonably be suspicious of managers historical actions by basing them off past sell-offs during stock price peaks?(with no major reason except stunted growth and missed earnings expectations).

Would this constitute a form dishonest profit making when these managers realize they can sell-out big positions during record highs?

I’d really love to get your take on how far your willing to tolerate sell-offs given that there’s no change in the fundamentals of the business OR reckless idiotic business practices.

Thanks in advance Joe, your my hero!

Amit D.

]]> By: Frozen Tundra http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling/#comment-1345 Frozen Tundra Sun, 03 Feb 2008 17:30:34 +0000 http://www.fwallstreet.com/article/106-when-to-watch-out-for-insider-selling#comment-1345 Great piece ! Great piece !

]]>