Pentair (PNR) closes out a strong session up 2.36% after comments from analyst Brian Drab who is...


Pentair (PNR) closes out a strong session up 2.36% after comments from analyst Brian Drab who is impressed with a number of things he heard out of management at William Blair & Company's growth conference including the reaffirmation of FY13-15 guidance, the outlook for growth in U.S. residential markets across segments, and the prospects for cost savings via the implementation of lean principles.

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Comments (6)
  • obieephyhm
    , contributor
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    if only people knew what goes on in the inside . . .
    13 Jun 2013, 06:15 PM Reply Like
  • Ilioula
    , contributor
    Comments (39) | Send Message
     
    I bought TYC in June of '12, received shares of ADT and PNR then added positions to all three. In my humble opinion these last 3 portfolio companies were the best. All have performed very well. My choice was no accident either; I'd been following TYC for 25 years but pulled the trigger only last year. Company spinoffs are a great place to find great businesses cheap.
    14 Jun 2013, 06:52 AM Reply Like
  • obieephyhm
    , contributor
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    mmmm.... personal experience begs to differ. but, perhaps, i've just been particularly unlucky in this regard.
    14 Jun 2013, 08:27 AM Reply Like
  • Ilioula
    , contributor
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    I began work as a teller and ended up as senior VP of investments at a bank which is now part of JPM. That's the quick and dirty.
    14 Jun 2013, 06:55 AM Reply Like
  • Ilioula
    , contributor
    Comments (39) | Send Message
     
    Obiee...
    I wouldn't rely on subjective opinion in any investment and negative prior experience should always be a starting point for education and insight. But don't listen to me, look at the stats on the history of spinoffs instead; I have.
    15 Jun 2013, 10:38 AM Reply Like
  • obieephyhm
    , contributor
    Comments (1591) | Send Message
     
    agreed .... in that any investment requires d.d. and there can be exceptionally good deals in some spin-offs. i have had some that did very well. otoh, i can also point to several which looked good at the time but the subsequent performance as, to say the least, abysmal.

     

    i think what i was personally resonating with (and i'm not actually sure how we got on this topic) from your original posting was, "Company spinoffs are a great place to find great businesses cheap" . . . if 'are' was replaced, for example, with 'can be' then i'd have no problem with the general statement.

     

    that said, my original remarks concerned the internal operations of the company and not the public 'spin' they put on it -- which, imo, borders on making false statements. most shareholders are completely unaware of the massive amount of waste generated by the stakeholder-disconnected, technologically-uninfo... and ego-maniacal corporate branch which has over the last five-to-ten years, cost the company (and its shareholders) a huge amount of profit.
    16 Jun 2013, 12:50 PM Reply Like
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