Source Interlink Companies Inc. (SORC)
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SORC Forum Topics
- All Comments on SORC
- General Discussion on SORC
- 'Perky' Stocks: Do Country Clubs Make a Difference? [view article]
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- Source Interlink Pays a Big Premium for PRIMEDIA Unit
- 'Perky' Stocks: Do Country Clubs Make a Difference?
- Source Interlink CEO Leaves With Many Consolation Prizes
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Earnings Schedule & Estimates for Monday, September 11, 2006
on Sep 11, 2006| by
- Will Magazine and DVD Distributor Interlink Be Acquired?
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General Discussion on SORC
buy it for the long term, assuming that the SIM business remains stable and that margins continue to improve. Consolidation of distribution centers should also improve operating margins. And finally, if the FCF that management expects pans out, then debt should gradually be reduced. A higher stock price would also allow the company to issue stock in order to pay down expensive debt more quickly. 11% plus is not a favorable rate for a company with its meager return on assets; and the faster the debt can be pared, the more likely the stock will increase, even if the EV remains the same. ReplyEditors
General Discussion on SORC
Is this a buy or a sell? Reply'Perky' Stocks: Do Country Clubs Make a Difference? [view article]
I checked the returns for the five stocks (DDR, PFIS.OB, SNV, SORC, TSG) over a one year, two year, and five year period, and in all cases, three out of the five stocks outperformed. My personal opinion is that although paying for these perks may be distasteful, I think it is OK in order to retain outstanding executives of stocks that perform extremely well (not necessarily these particular stocks). Whatever the compensation is, large bonus, stock options, country club dues, free apartment, or whatever, as long as the company and the company's stock performance is excellent. Reply'Perky' Stocks: Do Country Clubs Make a Difference? [view article]
You're using 6 weeks to determine whether perquisites have any impact on a stock's performance? I am not sure what the overall answer is but my plain opinion is that CEOs don't deserve to have their tax bills paid and all of these other perquisites paid for by shareholders. Mainly because at the end of the day they really just don't add much value. The market direction (cyclical bull/bears) has far more to do with the stock's performance as opposed to any CEO's management plans. Reply