Seeking Alpha
  • Boatyzaffa
    LUK performing well, company has OUSTANDING Management! Listen to the tone in this letter http://bit.ly/PVAmu6
    7/13/12
    Reply (7)
    • Boatyzaffa: Does it sound like management is friendly to it's shareholders? Also, check out the1st page! This is how LUK management "measures success."
      7/13/12
    • Boatyzaffa: 100% shareholder friendly. LUK values its partnership with shareholders. As you know I'm long LUK with a target price @ 28.18 &may add 2it
      7/13/12
    • Boatyzaffa: Finally, company is highly diversified: mines, timber, cattle, wine, energy, plastic, pharmaceuticals. Nice 2have a little LUK inurportfolio
      7/13/12
    • Boatyzaffa: Techinically the time is ripe too! Just talked myself into adding to my postion. remember insiders own 18% that's why they are so friendly
      7/13/12
    • gdwigan: Thanks for this Boaty. I agree the tone and depth-transparency of the letter was extremely refreshing. Looks interesting.
      7/13/12
    • Boatyzaffa: Thank you gdwigan. Yeah Cummings is a straight talker, they're not hiding their performance either in fact they're highlighting it...
      7/13/12
    • Boatyzaffa: ...(see graph page 3). This is the kind of company to buy long-term into. Please forgive me, I'll stop ranting, just hopped up about 'em:)
      7/13/12