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AUTHOR
DATE
SUBJECT
8
member
9/03/08 8:43PM
Question - Pierburg
I'm curious what you think the value of Pierburg is. For the benefit of the VIC Community, I am pasting a pretty comprehensive overview of the somewhat colorful history of the asset. It... login to read the rest
I think this is an interesting idea, but a few things trouble me, which I'd appreciate your input on.1. Could you elaborate on your conversation with management in which they suggested they would sell... login to read the rest
thanks for highlighting - they have been buying back stock and have increased and will continue to increase the dividend with EPS so I would expect them (based on our conversations) to do a combination... login to read the rest
Thanks very much for the writeup. What specifically do you think could be the range of strategic alternatives for the auto business, and what makes you think management is more open-minded now to sell... login to read the rest
Are you sure you want to close this position Rheinmetall AG?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
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