Yes, Starboard bought a ton last week on the dip after selling last month a fair amount of their holdings. And, they also bought a bunch of $9 NOV calls. I am guessing they will continue to buy here. Also, my take on management is positive. They are focused. Look at their BAW business and compare the metrics to AVGO. Keep in mind this is a dynamic industry. Right now it is clear that the negative reaction to their last earnings and CC does not make sense.
Yes, I am looking at Bank of Utica and it does look interesting. Where did you find the portfolio holdings for the PICO subsidiaries? I looked on their 10K and it appears they sold these insurance companies last year. Ifollow and invest in several thinly traded stocks and would like to see their portfolio. Thanks.