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So, hier mal wieder etwas für die bullishe Seite des Investoren-Lebens ;-)
BCA Research berichtet aktuell über massive Insider-Käufe in den zyklischen Sektoren, Käufe, deren Volumen sogar weit über dem der Schwächephase an den Börsen in Mitte 2006 liegen.
BCA rät desweiteren zur Untergewichtung der Sektoren Telecom Services, Financials und Materials.
Insider Buying Soars In Deep Cyclical Sectors
The market swoon this summer produced a wave of buying activity by corporate insiders, with the exception of those in the telecom service sector (as we have previously noted). The most pronounced increase in buying occurred in deep cyclical sectors. The dollar amount of purchases surpassed the previous peak reached in the mid-2006 buying binge, which occurred during a period of notable weakness in share prices. This time, the buying surge in these global, capital spending-driven sectors occurred without much weakness in share prices, reinforcing that profit conditions are not nearly as challenging as many dire economic forecasts would suggest. As discussed in the latest Cyclical Indicator Update, profit breadth remains very strong in the bulk of these sectors and a further relative valuation expansion is probable as global liquidity conditions become increasingly flush. We are overweight industrials, technology and energy, but underweight materials.
http://www.bcaresearch.com/public/story.asp?pre=PRE-20070913.GIF
BCA Research berichtet aktuell über massive Insider-Käufe in den zyklischen Sektoren, Käufe, deren Volumen sogar weit über dem der Schwächephase an den Börsen in Mitte 2006 liegen.
BCA rät desweiteren zur Untergewichtung der Sektoren Telecom Services, Financials und Materials.
Insider Buying Soars In Deep Cyclical Sectors
The market swoon this summer produced a wave of buying activity by corporate insiders, with the exception of those in the telecom service sector (as we have previously noted). The most pronounced increase in buying occurred in deep cyclical sectors. The dollar amount of purchases surpassed the previous peak reached in the mid-2006 buying binge, which occurred during a period of notable weakness in share prices. This time, the buying surge in these global, capital spending-driven sectors occurred without much weakness in share prices, reinforcing that profit conditions are not nearly as challenging as many dire economic forecasts would suggest. As discussed in the latest Cyclical Indicator Update, profit breadth remains very strong in the bulk of these sectors and a further relative valuation expansion is probable as global liquidity conditions become increasingly flush. We are overweight industrials, technology and energy, but underweight materials.
http://www.bcaresearch.com/public/story.asp?pre=PRE-20070913.GIF
