German inside trading: February 2015

The bull run continued during February to the great joy of everyone that decided to keep their stocks (around +5%). According to statistics I read many German small investors had already 2014 moved their money out of the stock market. I wonder when they will panic and jump back in again. Most likely at the wrong moment with losses to follow. Never jump in out of panic, jump in when others panic.

For the previous report please click on German inside trading: January 2015.

The dealing were:

SMA Solar Technology - bought shares

Lotto24 - bought shares
SAF Holland - sold shares
Siemens - bought shares, analysis of Siemens 2014.

Alstria - sold shares, analysis of Alstria.

Hawesko - bought and sold shares

LEG Immobilien - sold shares, analysis of Leg Immobilien.

KUKA - sold shares, analysis of KUKA.

_wige Media - bought shares.

DIC Asset - sold shares, analysis of DIC Asset.

Syzygy - sold shares

RWE - bought shares, analysis of RWE 2014.

Hella - bought shares

Capital Stage AG - bought shares

Highlight Communications - bought shares

Eurokai - sold shares, analysis of Eurokai.

Cancom - sold shares

Hugo Boss - sold shares, analysis of Hugo Boss.

Borussia Dortmund - bought shares
Kion Group - sold shares
SinnSchrader - bought shares

CropEnergies - bought shares

Stabilus - bought shares

Infineon - sold shares, analysis of Infineon 2014.

PNE Wind - bought shares, analysis of PNE Wind 2014.

Wincor Nixdorf - bought shares, analysis of Wincor Nixdorf.

Westgrund - bought shares.

Accentro Real Estate - bought shares.

Fresenius - bought shares, analysis of Fresenius 2014.

Conclusion: Generally there was very little activity this month and most of it were happening in these companies: Hawesko, LEG Immobilien, KUKA, RWE and CapitalStage, It was also interesting to see that after the strong +10% bull run in January we see more sales happening. I must always remind myself that managers often are more short term thinking than what I am.