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Matt Tractenberg
Cisco Systems (NASDAQ: CSCO) - - NASDAQ 100 Tech Co.
“As the equity markets become more complex and crowded, a fresh new view of what drives our stock is needed. Cisco has found that ModernIR provides unique and valuable insight into behaviors and trading personalities behind our share movement. We’re very pleased with the value they bring to the IR role.”
Tony Takazawa
EMC (NYSE: EMC)
“EMC has used ModernIR’s market-structure analytics for several years now. Trading activity is complex today, reflecting price-setting forces with varying purposes and time horizons. We want to know more about what’s setting price, what risks exist, how our shares are being used by different trading behaviors, and what sellside firms and trading desks are most influential in driving various behaviors. With the weekly updates and other information, we are able to better understand the ongoing changes in market structure and the dynamics that are constantly buffeting our stock price.”
Derek Drysdale
H&R Block (NYSE: HRB)
“We’ve used ModernIR for about two years to help us sort the noise from what’s substantive in trading markets. We’ve had quite a number of classic IR challenges such as communicating management changes, responding to negative news and repositioning the investment thesis. ModernIR helps us put the market’s response in full context -- not just how thoughtful investment dollars react, but what speculators do and how those all-important index and portfolio investors value our shares. We know how to adjust our focus -- growth, value, GARP money -- based on what behaviors are dominating our trading activity.”
Rod Cooper
Seagate Technology (NASDAQ: STX)
“I’d concluded some time ago that traditional IR tools for detecting what forces were setting the price for our stock weren’t keeping pace with the rate of change in trading markets. ModernIR offers a relatively simple way to see whether speculative traders or rational money is setting price. Their “Rational Price” calculations and other market-structure metrics have become important IR measurement tools for Seagate.”
IRO Midcap health care technology company
“Modern IR has taken me on a journey of discovery into the complexities of trading today. The thoughtful analysis Tim Quast provides has opened my eyes to a world of knowledge that is increasingly important to possess as an IR practitioner. I now have a much better understanding of what’s substantive and what’s noise when it comes to my company’s trading activity. This allows me to offer more insight to my management team and to communicate more effectively with Wall Street.”
Margaret E. Wywras
Knight Capital Group (NASDAQ: NITE)
“In global markets driven by automation, changing market structure regulation, and dynamic investment objectives, today’s investor relations professionals require new data points in order to remain relevant and add value in their company’s quest to reduce its cost of capital.”
Kate Scolnick
McAfee (NYSE: MFE)
“At EMC, our IR team used ModernIR. When I moved to McAfee, I wanted clear understanding of the behaviors behind MFE’s trading. It’s necessary in an effective IR program today. Navigating a merger, market-structure analytics proved tremendously beneficial in helping us understand how the market viewed the transaction over time. Speculative traders are crucial bellwethers, and only market structure analytics, among tools available to IROs, effectively track speculative behavior.”
Perry Grueber
Wausau Paper (NYSE: WPP)
“As an IRO I labor to properly allocate my reactions and appeals to the Wall Street community on a daily basis constrained by a market system that provides me no reliable real-time understanding of who our public shareholders are, let alone their true intentions or motivation. In order to find a method to measure the trading behavior of our shares today - - behavior that can hardly be called rational or fundamental, we sought help. In ModernIR we found a consistent way to view and parse through these trading and investing behaviors.”
David Neuberger
Ashland (NYSE: ASH)
“ModernIR helps me measure how investors respond to news and outreach. We have an active IR program and we want to analyze and understand trends more quickly than 13F filings or more typical surveillance offerings may allow.”
Moriah Shilton
Tessera Technologies (NASDAQ: TSRA)
“Due to the nature of our business in the technology industry, Tessera’s trading market is an active and sometimes frenetic place with competing interests and time horizons. We use ModernIR to track and measure the effects of rational investment versus speculative and portfolio-driven trading activity.”
Jay Davis
Macquarie Infrastructure (NYSE: MIC)
“ModernIR has helped distill large volumes of trading data into concise commentary on stock price performance for my Board and Management team, and actionable marketing ideas for me.”
Pamela Murphy
Incyte Corporation (NASDAQ: INCY)
“Trading markets have changed dramatically in the past ten years and corporate IROs need a better understanding of “market structure” -- the nature of behaviors behind price and volume. As INCY’s drug-discovery pipeline has expanded over the past several years, ModernIR has helped us track the evolution of our market structure and better communicate some of the trading patterns - and traders - that can influence our valuation on a day-to-day basis.”
Scott Wylie
Altera Corporation (NASDAQ: ALTR)
“I’ve read ModernIR’s weekly email on market structure for several years. We have always focused on the fundamentals - - run a good business and communicate clearly and consistently. Recently, we’ve decided to direct modest resources toward a broader behavioral grasp of ALTR’s trading activity. ModernIR gives us a unique, compelling and affordable way to observe behaviors.”
Our weekly Market Structure Map provides unique insights — free — on trading markets, with an exclusive focus on helping investor-relations professionals keep cool in the IR chair.
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