Robert Zagunis
Robert Zagunis
basically buying fact size using
The fact is the company's doing everything right for the future. They're buying back shares. They're basically using their size as an advantage.
aggressive earnings growth project rates tend
Most analysts project what the earnings growth rates are going to be and they tend to be too aggressive for our blood.
bit generate nbc quite universal
NBC Universal has some appeal. It can generate quite a bit of cash.
aligned ceos closely company job nice radar tied virtues wind work
If you wind up with a company that is so closely aligned with one individual, like it or not, the virtues of that company are tied to the virtues of that individual. You're usually much better off with CEOs who are under the radar and just work at doing a very nice job for shareholders.
accounting bombs bunch companies confidence difficulty dropping good happen needs regular series
The difficulty is that accounting bombs have been dropping on a regular basis. What needs to happen before the confidence is back is you need to see a series of good news, a bunch of companies doing better than expected.