Theoretically, shareholders might be interested in profits, but given the rapid 
turnover of stocks, you might be forgiven for thinking that shareholders are 
interested in stock prices. I may think that Fannie Mae is going to go bankrupt 
next month, but I have inside information that Paulson will give a talk today 
to reassure stockholders. Given that knowledge, wouldn't it be good to buy 
stock today and sell it tomorrow for a quick profit, even if the company is 
going to tank.

Besides, I'm not sure how informative reported profits are. Even successful 
companies smooth their profits to avoid overreactions in the market to 
divergence from expectations.  I don't need to mention the manipulation of 
profits intended to defraud investors à la Enron.

I don't know how much stock is bought and sold on the basis of charting, but I 
assume it is substantial. Such investors pay little or no attention to profits.



Michael Perelman
Economics Department
California State University
michael at ecst.csuchico.edu
Chico, CA 95929
530-898-5321
fax 530-898-5901
michaelperelman.wordpress.com
-----Original Message-----
From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Laurent GUERBY
Sent: Monday, September 01, 2008 10:08 AM
To: Progressive Economics
Subject: RE: [Pen-l] Stock Buybacks Again

On Mon, 2008-09-01 at 08:46 -0700, Perelman, Michael wrote:
> Dividends and stock buybacks differ in another respect.  Investors use
> changes in dividends as a signal of how well companies are doing.
> Companies sometimes hide problems by maintaining dividends even when
> they might not be doing that well.

What is interesting for shareholders is profit. 

Then allocating profits between reinvestment in the business,
acquisition, dividends and share buybacks is a political decision of the
company management and voted upon by shareholders.

As I said in my first post, we have more easily access to informations
on dividends rather than share buybacks (check finance sites, you'll
get dividends and profits, but not easily share buybacks information
even if it's formally public).

Laurent

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