Folks taking a bit off after this huge run. Not to worry....me think back over 100 before too long. Many will want to own this as they go into the busy season.
If your prediction does come down the pike I would not be surprised if they end the healthcare insurance and go to a monthly stipend amount. IBM announced it shortly after ACA was in effect that retirees would be on this type of program. Would not be surprised if this happens. Retirees are the last link in food chain
Davis has done his 5 + years---and by all accounts done a great job with share price.
Any clues who will be next? An outsider??
Will take a while to buy back that much..which will generate activity---but long term....low volume could cause share price to suffer....big institutional funds want liquidity. MAYBE????one day go back to being privately held????
More consolidation of districts reported...is this what you were referring to with a buyout plan?
Long term this continued consolidation will help with the numbers....one day will most likely go down to two regions--but hope no one gets layed off
A one time special dividend will not do much for the long term (over six months) stock price. Provide some details if you believe otherwise...I'm open for suggestions
Rather see the money (3 billion of the cash) saved for acquisition down the road.
Dividend would not really do anything for share price...(great for current holders, but nothing long term). Buyback only if shares drop below $63
Is it really 7 billion of free cash?? I thought it was about 3 billion cash and the rest borrowed--plus it was going to take a 1 billion over four years to integrate the two companies--
Short term, I don't think this hurts Brown too bad--but long term, this was going to be a good deal for the future of the company. And who really knows--- this thing could still go --maybe the EU got their bluff called and there will be tremendous pressure on them to approve the deal over the next year. Lots of money involved, so, as usual, follow the money.
I'm guessing that there is going to be some turn over on the Mgt Committee over the next month or two due to retirements--Any thoughts?....and will it be good or bad for the share price? By most aspects, Davis has done a pretty good job.