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  • More on Dell: Icahn says his new bid for Dell (DELL) will include a ~$20/share warrant. He also takes aim at advisory firm ISS' claim that Michael Dell is "catching a falling knife" for shareholders with his LBO offer. "He’s not going in and catching a falling knife, that’s not what he does ... He’s a smart guy, why should he go and catch a falling knife?" (previous[View news story]
    I agree with Mr. Icahn and do not think Dell should be sold to Mr. Dell at the price he has offered.
    Jul 11, 2013. 10:05 PM | 1 Like Like |Link to Comment
  • Dell (DELL) issues a letter to shareholders recommending a yes vote on the Michael Dell-Silver Lake offer to acquire the company for $13.65 per share.  [View news story]
    if the company went down to its current state under Michael Dell's leadership, why should he be the one to run it and bring it back up?
    May 31, 2013. 11:12 AM | 1 Like Like |Link to Comment
  • Calgon Carbon Could Double Thanks To 2 Little-Known Regulatory Changes  [View article]
    The author says that CCC shares are currently at ~$15/share. He then goes on to say he will buy 400 shares for $600. So would I at this price. Check the math please.
    May 6, 2013. 09:25 AM | Likes Like |Link to Comment
  • "Here's a novel way to drive up a company’s share price," writes the NYT's Jeff Sommer. "Pay billions of dollars in additional taxes." Forensic accountant Robert Olstein reckons that companies such as Apple (AAPL), Microsoft (MSFT) and Cisco (CSCO) should repatriate the tens of billions dollars they hold abroad, pay tax on it, and then use the rest of the cash to repurchase stock. That would boost their share prices by at least 20%.  [View news story]
    Why not use the cash abroad to buy growth companies outside the US?
    Mar 24, 2013. 10:45 AM | Likes Like |Link to Comment
  • Calgon Carbon Could Double Thanks To 2 Little-Known Regulatory Changes  [View article]
    just a minor mathematical correction - 400 shares would be worth approximately $6,000, not $600
    May 1, 2012. 06:46 PM | Likes Like |Link to Comment