He makes a big deal of bonds coming due in 2015, I think. As I noted, I don't see Big John having a problem refinancing that debt or haviong to issue new shares if the price goes above the $21.97 strike price. Am I missing something?
The article was contradictory and I was surprised by all the agreement and complimentary comments! This is one of the best managed STOCKS that I own. Fortunately the impact of the article allowed me to add more at $16.38 yesterday!