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thmake22k

thmake22k
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  • Dell (DELL) confirms that Carl Icahn has taken a substantial stake in the company, although the activist investor hasn't revealed the size of the holding. Icahn opposes the Michael Dell-led $13.65-a-share buyout offer and is instead seeking a $9-a-share special dividend as part of a leveraged re-capitalization. [View news story]
    Retired investor looking for means to stay ahead of pack.Value prices with 1-2year near term upside.Fundamentals good, that represent a positive outlook and not unexplainable trading schemes.Am I naive? Outside looking in?
    Mar 7 09:22 AM | Likes Like |Link to Comment
  • Southeastern Asset Management and Longleaf Partners send a Demand Letter to Dell (DELL), noting again their displeasure with the buyout deal. Interestingly, Southeastern has been selling Dell stock, more than 1.5M shares over the past month (it still owns 146.6M shares). Dell +0.4% to $14 premarket. [View news story]
    Holders of Dell displeased with price? What is fair price to Southeastern and Longleaf? Why get rid of 1.5M shares? Need capital?, what is plan?
    Mar 5 08:09 AM | 1 Like Like |Link to Comment
  • Southeastern Asset Management and Longleaf Partners send a Demand Letter to Dell (DELL), noting again their displeasure with the buyout deal. Interestingly, Southeastern has been selling Dell stock, more than 1.5M shares over the past month (it still owns 146.6M shares). Dell +0.4% to $14 premarket. [View news story]
    Retired investor, trying to keep ahead of game.
    Mar 5 08:08 AM | Likes Like |Link to Comment
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