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AUTHOR
DATE
SUBJECT
9
member
8/06/10 4:58PM
Why I think it is time to cover
When I pitched the idea, the basic thesis was that the OCP division was in secular decline and the PSM, RIS and Other specialty divisions would not be able to fill the hole created by... login to read the rest
Sorry for the delay in responding. While the OCP segment demonstrated its secular decline (EBIT was down 20% YoY despite the easy comps) I was surprised by the margin expansion PSM was able to achieve... login to read the rest
Thanks. I was surprised at how poor the numbers were in 4Q, especially in office products as I thought AVY might get a temporary benefit from inventory restocking. Now that it is apparent that will... login to read the rest
It looks like you were spot on with your call. Can you give an update on this? Do you think that this is just the beginning or do you think that your thesis is played
Are you sure you want to close this position enX Group Limited?
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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