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7/25/10 8:48PM
RE: RE: RE: Questions
3
Yeah, management is seemingly average at best as capital allocators, and think acquisition risk is one of the biggest for the stock. These guys never discuss / give thought to valuation/returns when deploying capital. It's... login to read the rest
Hi Vincent - organic growth has been menial at both the legacy SWK and BDK businesses across the cycle, with pricing flat (BDK) to LSD growth (SWK) while organic volumes have fallen off a cliff... login to read the rest
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