Larry Haverty
Larry Haverty
action stock telling
The stock action here is telling you everything you need to say.
management needed
Things that needed to get done, the management has done.
achieved current implement lengthy plan potential rewards timing
The timing to implement the plan is lengthy and the potential rewards are nothing different from what would be achieved by current management.
asleep direction management move needle terrific
Management is not asleep at the switch. Anything you can do to move the needle in that direction is terrific for shareholders.
change clearly driver horse management strategy
Management is doing the right thing. You don't want to change the driver of the horse when the strategy is clearly appropriate.
balance company disney earnings five forward last low momentum sheet stock strongest
What you get with Disney is a low stock valuation on a company that I think will have forward earnings momentum and the strongest balance sheet the company has had in the last five years.
biggest fired guns stock
Carl fired his biggest guns and the stock is down.
clear market reward
What's clear right now is that the market won't reward that.
advertising aol billion business grows next nicely somewhere three time within worth
Within Time Warner right now, AOL is worth somewhere between $17 billion and $20 billion. But if the advertising business grows nicely over the next two to three years, it could be worth $25 billion to $30 billion.
financial owners subject tax time wrong
It's the wrong time to do anything that's tax inefficient and (that could) subject owners to any unnecessary financial risks.
bruce came grade market paper stock
When the paper came out and the stock went nowhere, Bruce got a grade from the market for his work. It wasn't a magnum opus.
benefit board circumstance decide history normal pill poison shows wants
History shows the poison pill under normal circumstances doesn't benefit shareholders. If the corporation wants a poison pill, it's the shareholders' prerogative to decide that. Not the board of directors.
becoming business stock
He's becoming strategically complete. The business is undervalued and the stock is growing.
anybody awful brings businesses case company dollar fix happy late stirring stock sure
I'm not sure that in this case he brings a whole lot to the party. The businesses are not mismanaged. There's not an awful lot to fix. We are very happy to see Icahn stirring the pot, but the way things are going and the way this company is being managed, it's a day late and a dollar short. The things that are being done to fix the stock have already been done. I don't think anybody can have any qualms, as a shareholder, with Dick Parsons.