1rebroker

Kraft CEO's 50% Pay Raise Is Wrong

Nice little write-up. KFT shareholder and will remain so, but won't add any new capital in light of these developments. I don't mind a 50 % raise Ms. Rosenfeld, I just wished it occurred after a rise, in my share value. I don't think I've seen that in the last two years.

What Created Market Misunderstandings About Lamar Advertising?

I'm an independent operator in some of Lamar's competing markets. They were , in my opinion, the first of the larger outdoor to start cutting ad rates. They rely more on smaller business ad dollars than CBS or CCO. They started that a year ago - at really aggressive discounts. They are now at renegotiating leases w/ landowners to lower lease expense. That strategy's effectiveness remains to be seen. I agree with Billboard Guy's notion that the structures are more valuable and long lived assets than the balance sheet might, or I guess obviously suggests.

My reason for not investing in the co,. is the Reilly family. I have doubts if they are really managing this co for the long term. They have already made a ton of money over the years from this company. How inspired are they to really increase shareholder value and not just maintain control and collect their salaries? Take a look at the share structure, which ensures the family's control.


That said I'd like to own the assets, but I'm unwilling to take the Family and the debt to get them...2 cents