Comments on: Post Scriptum http://ContrarianEdge.com/2007/01/05/post-scriptum/ Vitaliy Katsenelson blog on the economy, stock market, and stocks. Applying Active Value Investing approach. Tue, 07 Feb 2012 06:09:00 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Vitaliy http://ContrarianEdge.com/2007/01/05/post-scriptum/comment-page-1/#comment-725 Vitaliy Mon, 29 Jan 2007 03:36:07 +0000 http://ContrarianEdge.com/2007/01/05/post-scriptum/#comment-725 I agree with Ian, HD had a great operational peformance under Bob. Thank you all, Vitaliy I agree with Ian, HD had a great operational peformance under Bob.

Thank you all, Vitaliy

]]> By: Ian le Nobel http://ContrarianEdge.com/2007/01/05/post-scriptum/comment-page-1/#comment-454 Ian le Nobel Tue, 09 Jan 2007 21:04:46 +0000 http://ContrarianEdge.com/2007/01/05/post-scriptum/#comment-454 Jack, at the risk of sounding argumentative, I just have to ask, if the following CAGR over the last 5 years are bad, what do you consider good? Revenue – 16% Cash Flow – 21% Earnings – 20.5% Dividends – 25.5% Book Value – 18.5% I think it is pretty clear, to me anyway, that Bob got the boot because Ralph Whitworth and his merry bunch of shakedown artists at Relational Investors made it so. Jack, at the risk of sounding argumentative, I just have to ask, if the following CAGR over the last 5 years are bad, what do you consider good?

Revenue – 16%
Cash Flow – 21%
Earnings – 20.5%
Dividends – 25.5%
Book Value – 18.5%

I think it is pretty clear, to me anyway, that Bob got the boot because Ralph Whitworth and his merry bunch of shakedown artists at Relational Investors made it so.

]]> By: Jack Carter http://ContrarianEdge.com/2007/01/05/post-scriptum/comment-page-1/#comment-441 Jack Carter Mon, 08 Jan 2007 20:30:40 +0000 http://ContrarianEdge.com/2007/01/05/post-scriptum/#comment-441 Look at the dissatisfaction with HD stores in the past two years, that is the fault of the CEO he was the one who used part time help and turned let folks go who knew home repair and "how to do it". Stock price may reflect the poor showing of the stores. Look at the dissatisfaction with HD stores in the past two years, that is the fault of the CEO he was the one who used part time help and turned let folks go who knew home repair and “how to do it”.
Stock price may reflect the poor showing of the stores.

]]> By: Jason http://ContrarianEdge.com/2007/01/05/post-scriptum/comment-page-1/#comment-429 Jason Sat, 06 Jan 2007 20:05:14 +0000 http://ContrarianEdge.com/2007/01/05/post-scriptum/#comment-429 I agree whole-heartedly. While part of a CEO's job is to to return value to the shareholder, it is not his responsibility to make sure shareholders value the paper that the company trades on. In the short term, the stock market behaves like a voting machine, but in the long term it acts like a weighing machine. (ala Graham) I agree whole-heartedly. While part of a CEO’s job is to to return value to the shareholder, it is not his responsibility to make sure shareholders value the paper that the company trades on. In the short term, the stock market behaves like a voting machine, but in the long term it acts like a weighing machine. (ala Graham)

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