Experian (EXPN) – cautious following directors share sales
We made some money out of Experian (EXPN, 474p) after buying in November 2007 following directors purchases. We took profits in December 2008, follwing a share sale by non exec David Tyler, recording a 50% outperformance relative to the FTSE 100 share index. Since then however, Experian shares have continued to perform well, rising by […]
Close Experian long with 50% relative outperformance
In December last year I interpreted directors buying activity in Experian (EXPN, 425p) as a STRONG signal due to the number of directors buying, their positions in the group, and the amount of capital committed to the investment. (Followthedirectors December 10th: ‘Arredondo, non exec, adds to Experian holding’) On Tuesday December 16th we saw the […]
Experian getting ‘lots of interest’ for Pricegrabber
So Pricegrabber may be sold (S Times article), Experian (EXPN, 461.5p) announced today. Who better at Experian to know the value of interactive businesses than Fabiola Arredondo, previously MD of Yahoo Europe, and a non exec at Experian. Arredondo and colleagues started buying Experian shares in late November last year, and seem to be doing quite […]
Arredondo, non exec, adds to Experian holding
Fabiola Arredondo clearly believes in this story. Enough to commit to Experian (EXPN, 414p) a further £232k last Friday at 416p, on top of £176k invested at similar levels back on the 16th and 20th of November. I said in my post on Experian of 29/11 that I would like to see Fitzpatrick, another non […]
Experienced non execs buy Experian
Over the last two weeks two non exec directors at Experian have been buying up shares, at between 410p and 427p (close last night 427.75p). They are Fabiola Arredondo, who was MD of Yahoo Europe between 1997 and 2001, and Sean Fitzpatrick, previously CEO of Anglo Irish Bank. Fitzpatrick committed a miserly £70k to Experian shares […]
followthedirectors... a study of directors share dealings 