JohnD's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/159768/comments http://seekingalpha.com/article/75916-idearc-inc-q1-2008-earnings-call-transcript?source=feed#comment-163872 163872 CEO) and the Board seem to be overly employee friendly and not as stockholder friendly. If I am correct, the consequences will likely be that mgmt will not cut deeply and quickly enough and move to restructure (write down, merge and spin off business units) in order to keep earnings growth and cash positions as strong as they should be to move the stock back into the double digits. Furthermore, they need to reinstate a dividend, even if it is a small $0.08/quarter payment (only $12.5m per quarter). As a significant stockholder, I lose sleep thinking they may be investing a significant portion of their free cash flow into internet operations. It would be a shame to learn at the stockholders expense that they have a zero percent chance of moving their high margin revenue stream from the print business into a high margin Internet search business before running out of cash.]]> Thu, 08 May 2008 00:16:06 -0400 CEO) and the Board seem to be overly employee friendly and not as stockholder friendly. If I am correct, the consequences will likely be that mgmt will not cut deeply and quickly enough and move to restructure (write down, merge and spin off business units) in order to keep earnings growth and cash positions as strong as they should be to move the stock back into the double digits. Furthermore, they need to reinstate a dividend, even if it is a small $0.08/quarter payment (only $12.5m per quarter). As a significant stockholder, I lose sleep thinking they may be investing a significant portion of their free cash flow into internet operations. It would be a shame to learn at the stockholders expense that they have a zero percent chance of moving their high margin revenue stream from the print business into a high margin Internet search business before running out of cash.]]> http://seekingalpha.com/article/66700-is-biovail-s-founder-exploring-privatization?source=feed#comment-126778 126778
- John D ]]> Sat, 15 Mar 2008 00:13:50 -0400
- John D ]]> http://seekingalpha.com/article/66889-the-idearc-fiasco-stock-worth-a-second-look?source=feed#comment-121736 121736 Mon, 03 Mar 2008 19:30:38 -0500