From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1299 Reply-To: canslim Sender: owner-canslim-digest@lists.xmission.com Errors-To: owner-canslim-digest@lists.xmission.com Precedence: bulk Content-Transfer-Encoding: quoted-printable X-No-Archive: yes canslim-digest Friday, April 20 2001 Volume 02 : Number 1299 In this issue: [CANSLIM] management ownership/institutional ownership [CANSLIM] FW: management ownership/institutional ownership Re: [CANSLIM] management ownership/institutional ownership RE: [CANSLIM] management ownership/institutional ownership Re: [CANSLIM] EarningsScanPro [CANSLIM] Online Chatting RE: [CANSLIM] management ownership/institutional ownership ---------------------------------------------------------------------- Date: Fri, 20 Apr 2001 14:51:42 -0700 From: "DiFabio, Nancy" Subject: [CANSLIM] management ownership/institutional ownership This message is in MIME format. Since your mail reader does not understand this format, some or all of this message may not be legible. - ------_=_NextPart_001_01C0C9E3.D469E8E6 Content-Type: text/plain; charset=iso-8859-1 Content-Transfer-Encoding: 7bit Which website will provide me with information on the percentage of management ownership in a corporation? What is the ideal % for management ownership? When is it too much or too little? What is the ideal % for institutional ownership? When is it too much or too little? Thanks. Nancy "WorldSecure " made the following annotations on 04/20/01 14:49:52 - ------------------------------------------------------------------------------ PLEASE NOTE: This message, including any attachments, may include privileged, confidential and/or inside information. Any distribution or use of this communication by anyone other than the intended recipient(s) is strictly prohibited and may be unlawful. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you. ============================================================================== - ------_=_NextPart_001_01C0C9E3.D469E8E6 Content-Type: text/html; charset=iso-8859-1 Content-Transfer-Encoding: quoted-printable management ownership/institutional ownership

Which website will provide me with = information on the percentage of management ownership in a corporation? =

What is the ideal % for management = ownership? When is it too much or too little?
What is the ideal % for institutional ownership?   When is it too much or too = little?

Thanks.
Nancy

"WorldSecure <irell.com>" made the following
annotations on 04/20/01 14:49:52
- ---------------------------------------------------------------------------= - ---
PLEASE NOTE: This message, including any attachments, may include = privileged, confidential and/or inside information. Any distribution or us= e= of this communication by anyone other than the intended recipient(s) is = strictly prohibited and may be unlawful. If you are not the intended = recipient, please notify the sender by replying to this message and then = delete it from your system. Thank you.


=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D

- ------_=_NextPart_001_01C0C9E3.D469E8E6-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Fri, 20 Apr 2001 14:54:51 -0700 From: "DiFabio, Nancy" Subject: [CANSLIM] FW: management ownership/institutional ownership This message is in MIME format. Since your mail reader does not understand this format, some or all of this message may not be legible. - ------_=_NextPart_001_01C0C9E4.4676A622 Content-Type: text/plain; charset=iso-8859-1 Content-Transfer-Encoding: 7bit Part of this question was addressed on April 11, 2001 and was left unanswered. > -----Original Message----- > From: DiFabio, Nancy > Sent: Friday, April 20, 2001 2:52 PM > To: Canslim (E-mail) > Subject: management ownership/institutional ownership > > Which website will provide me with information on the percentage of > management ownership in a corporation? > > What is the ideal % for management ownership? When is it too much or too > little? > What is the ideal % for institutional ownership? When is it too much or > too little? > > Thanks. > Nancy > "WorldSecure " made the following annotations on 04/20/01 14:53:03 - ------------------------------------------------------------------------------ PLEASE NOTE: This message, including any attachments, may include privileged, confidential and/or inside information. Any distribution or use of this communication by anyone other than the intended recipient(s) is strictly prohibited and may be unlawful. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you. ============================================================================== - ------_=_NextPart_001_01C0C9E4.4676A622 Content-Type: text/html; charset=iso-8859-1 Content-Transfer-Encoding: quoted-printable FW: management ownership/institutional ownership

Part of this question wa= s= addressed on April 11, 2001 and was left unanswered.
 -----Original Message-----
From:   DiFabio, Nancy 
Sent:   Friday, April 20, 2001 2:52 PM
To:    = Canslim (E-mail)
Subject:       = = management ownership/institutional = ownership

Which website will provide me with = information on the percentage of management ownership in a corporation? =

What is the ideal % for management= = ownership? When is it too much or too little?
What is the ideal % for institutional ownership?   When is it too much or too = little?

Thanks.
Nancy

"WorldSecure <irell.com>" made the following
annotations on 04/20/01 14:53:03
- ---------------------------------------------------------------------------= - ---
PLEASE NOTE: This message, including any attachments, may include = privileged, confidential and/or inside information. Any distribution or us= e= of this communication by anyone other than the intended recipient(s) is = strictly prohibited and may be unlawful. If you are not the intended = recipient, please notify the sender by replying to this message and then = delete it from your system. Thank you.


=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D

- ------_=_NextPart_001_01C0C9E4.4676A622-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Fri, 20 Apr 2001 18:10:24 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] management ownership/institutional ownership This is a multi-part message in MIME format. - ------=_NextPart_000_02AA_01C0C9C5.2BE14DE0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable management ownership/institutional ownershipNancy, Like so much of CANSLIM, this too is subjective and left to personal = interpretation. I think a lot depends on the kinds of stocks you look = for. If you are only considering large cap stocks, then it is = reasonable to expect a very small (if any) management ownership, as = original management long since retired or died, and present management = has their stake in the form of stock options (which is not reported = except at the SEC site in the annual proxy statements). Likewise, if it = is a successful big cap, mature stock, then it is also reasonable to = expect large institutional holdings, both funds, pension funds, and = venture capitalists. To put some numbers on this, I would expect to see = low single digit management ownership, and 20-30% institutional = ownership, or even higher. Contrasting this, if you (as I do) only look at small caps, then you are = considering much younger companies. As a result it is not unusual to = find management ownership of 30% or more. In fact, I will steer clear of = a small cap without large management ownership. Institutional ownership, = if any, is often in the single digits, many times in the low single = digits. I have made money on companies where there was 75% or more = management ownership, and no funds or other institutional ownership. = More recently, I am paying some attention to the venture capitalists and = pension fund ownership, and which of them are present (some are more = astute investors than others). The ideal is that management has a measurable and significant stake, say = 15-25%, in the future price performance of the company. Likewise, you = want the company known to the funds and other institutional money = managers, as it is their buying that will ultimately drive it higher, or = support it in a pullback. Tom Worley stkguru@netside.net ----- Original Message -----=20 From: DiFabio, Nancy=20 To: Canslim (E-mail)=20 Sent: Friday, April 20, 2001 5:51 PM Subject: [CANSLIM] management ownership/institutional ownership Which website will provide me with information on the percentage of = management ownership in a corporation?=20 What is the ideal % for management ownership? When is it too much or = too little?=20 What is the ideal % for institutional ownership? When is it too much = or too little?=20 Thanks.=20 Nancy=20 "WorldSecure " made the following annotations on 04/20/01 14:49:52 = - -------------------------------------------------------------------------= - ----- PLEASE NOTE: This message, including any attachments, may include = privileged, confidential and/or inside information. Any distribution or = use of this communication by anyone other than the intended recipient(s) = is strictly prohibited and may be unlawful. If you are not the intended = recipient, please notify the sender by replying to this message and then = delete it from your system. Thank you. = =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D - ------=_NextPart_000_02AA_01C0C9C5.2BE14DE0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable management ownership/institutional ownership
Nancy,
 
Like so much of CANSLIM, this too is subjective and = left to=20 personal interpretation.  I think a lot depends on the kinds of = stocks you=20 look for.  If you are only considering large cap stocks, then it is = reasonable to expect a very small (if any) management ownership, as = original=20 management long since retired or died, and present management has their = stake in=20 the form of stock options (which is not reported except at the SEC site = in the=20 annual proxy statements). Likewise, if it is a successful big cap, = mature stock,=20 then it is also reasonable to expect large institutional holdings, both = funds,=20 pension funds, and venture capitalists. To put some numbers on this, I = would=20 expect to see low single digit management ownership, and 20-30% = institutional=20 ownership, or even higher.
 
Contrasting this, if you (as I do) only look at = small caps,=20 then you are considering much younger companies. As a result it is not = unusual=20 to find management ownership of 30% or more. In fact, I will steer clear = of a=20 small cap without large management ownership. Institutional ownership, = if any,=20 is often in the single digits, many times in the low single = digits.  I have=20 made money on companies where there was 75% or more management = ownership, and no=20 funds or other institutional ownership.  More recently, I am paying = some=20 attention to the venture capitalists and pension fund ownership, and = which of=20 them are present (some are more astute investors than = others).
 
The ideal is that management has a measurable and = significant=20 stake, say 15-25%, in the future price performance of the company. = Likewise, you=20 want the company known to the funds and other institutional money = managers, as=20 it is their buying that will ultimately drive it higher, or support it = in a=20 pullback.
 
Tom Worley
stkguru@netside.net
 
 
----- Original Message -----
From:=20 DiFabio,=20 Nancy
To: Canslim (E-mail)
Sent: Friday, April 20, 2001 = 5:51=20 PM
Subject: [CANSLIM] management=20 ownership/institutional ownership

Which website will provide me with = information on=20 the percentage of management ownership in a corporation?

What is the ideal % for = management=20 ownership? When is it too much or too little?
What is the ideal % for institutional = ownership?  =20 When is it too much or too little?

Thanks.
Nancy

"WorldSecure <irell.com>" made the following
annotations = on=20 04/20/01=20 = 14:49:52
-------------------------------------------------------------= - -----------------
PLEASE=20 NOTE: This message, including any attachments, may include privileged, = confidential and/or inside information. Any distribution or use of = this=20 communication by anyone other than the intended recipient(s) is = strictly=20 prohibited and may be unlawful. If you are not the intended recipient, = please=20 notify the sender by replying to this message and then delete it from = your=20 system. Thank=20 = you.


=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D

- ------=_NextPart_000_02AA_01C0C9C5.2BE14DE0-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Fri, 20 Apr 2001 15:22:17 -0700 From: "DiFabio, Nancy" Subject: RE: [CANSLIM] management ownership/institutional ownership This message is in MIME format. Since your mail reader does not understand this format, some or all of this message may not be legible. - ------_=_NextPart_001_01C0C9E8.1C2222EE Content-Type: text/plain; charset=iso-8859-1 Content-Transfer-Encoding: 7bit Thanks, Tom for the prompt and understandable answer. Nancy - -----Original Message----- From: Tom Worley [mailto:stkguru@netside.net] Sent: Friday, April 20, 2001 3:10 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] management ownership/institutional ownership Nancy, Like so much of CANSLIM, this too is subjective and left to personal interpretation. I think a lot depends on the kinds of stocks you look for. If you are only considering large cap stocks, then it is reasonable to expect a very small (if any) management ownership, as original management long since retired or died, and present management has their stake in the form of stock options (which is not reported except at the SEC site in the annual proxy statements). Likewise, if it is a successful big cap, mature stock, then it is also reasonable to expect large institutional holdings, both funds, pension funds, and venture capitalists. To put some numbers on this, I would expect to see low single digit management ownership, and 20-30% institutional ownership, or even higher. Contrasting this, if you (as I do) only look at small caps, then you are considering much younger companies. As a result it is not unusual to find management ownership of 30% or more. In fact, I will steer clear of a small cap without large management ownership. Institutional ownership, if any, is often in the single digits, many times in the low single digits. I have made money on companies where there was 75% or more management ownership, and no funds or other institutional ownership. More recently, I am paying some attention to the venture capitalists and pension fund ownership, and which of them are present (some are more astute investors than others). The ideal is that management has a measurable and significant stake, say 15-25%, in the future price performance of the company. Likewise, you want the company known to the funds and other institutional money managers, as it is their buying that will ultimately drive it higher, or support it in a pullback. Tom Worley stkguru@netside.net - ----- Original Message ----- From: DiFabio, Nancy To: Canslim (E-mail) Sent: Friday, April 20, 2001 5:51 PM Subject: [CANSLIM] management ownership/institutional ownership Which website will provide me with information on the percentage of management ownership in a corporation? What is the ideal % for management ownership? When is it too much or too little? What is the ideal % for institutional ownership? When is it too much or too little? Thanks. Nancy "WorldSecure " made the following annotations on 04/20/01 14:49:52 - ---------------------------------------------------------------------------- - -- PLEASE NOTE: This message, including any attachments, may include privileged, confidential and/or inside information. Any distribution or use of this communication by anyone other than the intended recipient(s) is strictly prohibited and may be unlawful. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you. ============================================================================ == "WorldSecure " made the following annotations on 04/20/01 15:20:29 - ------------------------------------------------------------------------------ PLEASE NOTE: This message, including any attachments, may include privileged, confidential and/or inside information. Any distribution or use of this communication by anyone other than the intended recipient(s) is strictly prohibited and may be unlawful. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you. ============================================================================== - ------_=_NextPart_001_01C0C9E8.1C2222EE Content-Type: text/html; charset=iso-8859-1 Content-Transfer-Encoding: 7bit management ownership/institutional ownership
Thanks, Tom for the prompt and understandable answer.
Nancy
 
-----Original Message-----
From: Tom Worley [mailto:stkguru@netside.net]
Sent: Friday, April 20, 2001 3:10 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] management ownership/institutional ownership

Nancy,
 
Like so much of CANSLIM, this too is subjective and left to personal interpretation.  I think a lot depends on the kinds of stocks you look for.  If you are only considering large cap stocks, then it is reasonable to expect a very small (if any) management ownership, as original management long since retired or died, and present management has their stake in the form of stock options (which is not reported except at the SEC site in the annual proxy statements). Likewise, if it is a successful big cap, mature stock, then it is also reasonable to expect large institutional holdings, both funds, pension funds, and venture capitalists. To put some numbers on this, I would expect to see low single digit management ownership, and 20-30% institutional ownership, or even higher.
 
Contrasting this, if you (as I do) only look at small caps, then you are considering much younger companies. As a result it is not unusual to find management ownership of 30% or more. In fact, I will steer clear of a small cap without large management ownership. Institutional ownership, if any, is often in the single digits, many times in the low single digits.  I have made money on companies where there was 75% or more management ownership, and no funds or other institutional ownership.  More recently, I am paying some attention to the venture capitalists and pension fund ownership, and which of them are present (some are more astute investors than others).
 
The ideal is that management has a measurable and significant stake, say 15-25%, in the future price performance of the company. Likewise, you want the company known to the funds and other institutional money managers, as it is their buying that will ultimately drive it higher, or support it in a pullback.
 
 
 
----- Original Message -----
Sent: Friday, April 20, 2001 5:51 PM
Subject: [CANSLIM] management ownership/institutional ownership

Which website will provide me with information on the percentage of management ownership in a corporation?

What is the ideal % for management ownership? When is it too much or too little?
What is the ideal % for institutional ownership?   When is it too much or too little?

Thanks.
Nancy

"WorldSecure <irell.com>" made the following
annotations on 04/20/01 14:49:52
------------------------------------------------------------------------------
PLEASE NOTE: This message, including any attachments, may include privileged, confidential and/or inside information. Any distribution or use of this communication by anyone other than the intended recipient(s) is strictly prohibited and may be unlawful. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you.


==============================================================================

"WorldSecure <irell.com>" made the following
annotations on 04/20/01 15:20:29
- ------------------------------------------------------------------------------
PLEASE NOTE: This message, including any attachments, may include privileged, confidential and/or inside information. Any distribution or use of this communication by anyone other than the intended recipient(s) is strictly prohibited and may be unlawful. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you.


==============================================================================

- ------_=_NextPart_001_01C0C9E8.1C2222EE-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Fri, 20 Apr 2001 18:18:24 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] EarningsScanPro This is a multi-part message in MIME format. - ------=_NextPart_000_02B4_01C0C9C6.4A44BBE0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Rick, I have never tried it, but looking at the site, it appears to be simply = another day trader's site. Focus is on stocks beating earnings = estimates, but who's estimates?? Their target objective is to pick off = 5-10% gains, that is definitely day trading mentality. If I were a day trader, with the time to sit in front of a monitor, this = approach might be useful. But for investing, much less for CANSLIM, I = don't see any value. =20 Tom Worley stkguru@netside.net ----- Original Message -----=20 From: Rick Parsons=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, April 17, 2001 1:24 PM Subject: [CANSLIM] EarningsScanPro Has anyone tried http://earningscanpro.com/strategy.html ? They mention this is compatible with CANSLIM methods although it is = not really CANSLIM in full. Rick =20 - ------=_NextPart_000_02B4_01C0C9C6.4A44BBE0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Hi Rick,
 
I have never tried it, but looking at the site, it = appears to=20 be simply another day trader's site. Focus is on stocks beating earnings = estimates, but who's estimates?? Their target objective is to pick off = 5-10%=20 gains, that is definitely day trading mentality.
 
If I were a day trader, with the time to sit in = front of a=20 monitor, this approach might be useful. But for investing, much = less for=20 CANSLIM, I don't see any value.
 
Tom Worley
stkguru@netside.net
 
 
----- Original Message -----
From:=20 Rick Parsons
To: canslim@lists.xmission.com =
Sent: Tuesday, April 17, 2001 = 1:24=20 PM
Subject: [CANSLIM] = EarningsScanPro

Has anyone tried http://earningscanpro.co= m/strategy.html ?
They mention this is compatible with = CANSLIM methods=20 although it is not really CANSLIM in = full.
 
Rick
 
- ------=_NextPart_000_02B4_01C0C9C6.4A44BBE0-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Fri, 20 Apr 2001 18:27:18 -0400 From: "Tom Worley" Subject: [CANSLIM] Online Chatting This is a multi-part message in MIME format. - ------=_NextPart_000_02C1_01C0C9C7.8883FC80 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Members, you may have noticed that I no longer have an ICQ # displayed = as part of my signature block. I got tired of all the pop up windows, = and the RAM and processor hogging features of this package, and = uninstalled it. What AOL has done to this program since buying it is = disgusting, too many beta versions without ever a production version. = AOL is doing a good job of killing it, and I had to capitulate finally, = and installed AOL Instant Messenger, where I am known as TexWorley. So if you want to reach me, try AIM. Tom Worley stkguru@netside.net - ------=_NextPart_000_02C1_01C0C9C7.8883FC80 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Members, you may have noticed that I no longer have = an ICQ #=20 displayed as part of my signature block. I got tired of all the pop up = windows,=20 and the RAM and processor hogging features of this package, and = uninstalled it.=20 What AOL has done to this program since buying it is disgusting, too = many beta=20 versions without ever a production version. AOL is doing a good job of = killing=20 it, and I had to capitulate finally, and installed AOL Instant = Messenger, where=20 I am known as TexWorley.
 
So if you want to reach me, try AIM.
 
Tom Worley
stkguru@netside.net
 
 
- ------=_NextPart_000_02C1_01C0C9C7.8883FC80-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Fri, 20 Apr 2001 16:05:51 -0700 From: "DiFabio, Nancy" Subject: RE: [CANSLIM] management ownership/institutional ownership This message is in MIME format. Since your mail reader does not understand this format, some or all of this message may not be legible. - ------_=_NextPart_001_01C0C9EE.2E7DFA02 Content-Type: text/plain; charset=iso-8859-1 Content-Transfer-Encoding: 7bit What website has percentage information on management ownership? So many provide info on institutional ownership but management info is hard to find. Please help! Nancy - -----Original Message----- From: Tom Worley [mailto:stkguru@netside.net] Sent: Friday, April 20, 2001 3:10 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] management ownership/institutional ownership Nancy, Like so much of CANSLIM, this too is subjective and left to personal interpretation. I think a lot depends on the kinds of stocks you look for. If you are only considering large cap stocks, then it is reasonable to expect a very small (if any) management ownership, as original management long since retired or died, and present management has their stake in the form of stock options (which is not reported except at the SEC site in the annual proxy statements). Likewise, if it is a successful big cap, mature stock, then it is also reasonable to expect large institutional holdings, both funds, pension funds, and venture capitalists. To put some numbers on this, I would expect to see low single digit management ownership, and 20-30% institutional ownership, or even higher. Contrasting this, if you (as I do) only look at small caps, then you are considering much younger companies. As a result it is not unusual to find management ownership of 30% or more. In fact, I will steer clear of a small cap without large management ownership. Institutional ownership, if any, is often in the single digits, many times in the low single digits. I have made money on companies where there was 75% or more management ownership, and no funds or other institutional ownership. More recently, I am paying some attention to the venture capitalists and pension fund ownership, and which of them are present (some are more astute investors than others). The ideal is that management has a measurable and significant stake, say 15-25%, in the future price performance of the company. Likewise, you want the company known to the funds and other institutional money managers, as it is their buying that will ultimately drive it higher, or support it in a pullback. Tom Worley stkguru@netside.net - ----- Original Message ----- From: DiFabio, Nancy To: Canslim (E-mail) Sent: Friday, April 20, 2001 5:51 PM Subject: [CANSLIM] management ownership/institutional ownership Which website will provide me with information on the percentage of management ownership in a corporation? What is the ideal % for management ownership? When is it too much or too little? What is the ideal % for institutional ownership? When is it too much or too little? Thanks. Nancy "WorldSecure " made the following annotations on 04/20/01 14:49:52 - ---------------------------------------------------------------------------- - -- PLEASE NOTE: This message, including any attachments, may include privileged, confidential and/or inside information. Any distribution or use of this communication by anyone other than the intended recipient(s) is strictly prohibited and may be unlawful. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you. ============================================================================ == "WorldSecure " made the following annotations on 04/20/01 16:03:57 - ------------------------------------------------------------------------------ PLEASE NOTE: This message, including any attachments, may include privileged, confidential and/or inside information. Any distribution or use of this communication by anyone other than the intended recipient(s) is strictly prohibited and may be unlawful. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you. ============================================================================== - ------_=_NextPart_001_01C0C9EE.2E7DFA02 Content-Type: text/html; charset=iso-8859-1 Content-Transfer-Encoding: 7bit management ownership/institutional ownership
What website has percentage information on management ownership? 
So many provide info on institutional ownership but management info is hard to find.
Please help!
Nancy
-----Original Message-----
From: Tom Worley [mailto:stkguru@netside.net]
Sent: Friday, April 20, 2001 3:10 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] management ownership/institutional ownership

Nancy,
 
Like so much of CANSLIM, this too is subjective and left to personal interpretation.  I think a lot depends on the kinds of stocks you look for.  If you are only considering large cap stocks, then it is reasonable to expect a very small (if any) management ownership, as original management long since retired or died, and present management has their stake in the form of stock options (which is not reported except at the SEC site in the annual proxy statements). Likewise, if it is a successful big cap, mature stock, then it is also reasonable to expect large institutional holdings, both funds, pension funds, and venture capitalists. To put some numbers on this, I would expect to see low single digit management ownership, and 20-30% institutional ownership, or even higher.
 
Contrasting this, if you (as I do) only look at small caps, then you are considering much younger companies. As a result it is not unusual to find management ownership of 30% or more. In fact, I will steer clear of a small cap without large management ownership. Institutional ownership, if any, is often in the single digits, many times in the low single digits.  I have made money on companies where there was 75% or more management ownership, and no funds or other institutional ownership.  More recently, I am paying some attention to the venture capitalists and pension fund ownership, and which of them are present (some are more astute investors than others).
 
The ideal is that management has a measurable and significant stake, say 15-25%, in the future price performance of the company. Likewise, you want the company known to the funds and other institutional money managers, as it is their buying that will ultimately drive it higher, or support it in a pullback.
 
 
 
----- Original Message -----
Sent: Friday, April 20, 2001 5:51 PM
Subject: [CANSLIM] management ownership/institutional ownership

Which website will provide me with information on the percentage of management ownership in a corporation?

What is the ideal % for management ownership? When is it too much or too little?
What is the ideal % for institutional ownership?   When is it too much or too little?

Thanks.
Nancy

"WorldSecure <irell.com>" made the following
annotations on 04/20/01 14:49:52
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"WorldSecure <irell.com>" made the following
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