Fri, Aug 22, 2014, 12:19 PM EDT - U.S. Markets close in 3 hrs 41 mins

Recent

% | $
Quotes you view appear here for quick access.

Petr Message Board

musketeernumberone 11 posts  |  Last Activity: Jul 18, 2014 12:31 PM Member since: Jul 3, 2008
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • musketeernumberone musketeernumberone Jul 18, 2014 12:31 PM Flag

    Maybe that´s why the stock is jumping today!

  • musketeernumberone musketeernumberone Jul 11, 2014 3:46 PM Flag

    Putooshi?

  • Reply to

    Silliness

    by bellbell63 Jun 12, 2014 9:13 AM
    musketeernumberone musketeernumberone Jun 12, 2014 8:45 PM Flag

    "Why would you think that a 6 man aero
    interiors BOD is capable of building the conglomerate to desire...? "

    Because they had a stunning success with aero... They have a track record of success. These people know what they are doing --- and that´s the stock talking, not me. Relational saved nothing and added nothing more than $3 to the share price. Wasn´t broke, didn´t need fixing.

  • Reply to

    Silliness

    by bellbell63 Jun 12, 2014 9:13 AM
    musketeernumberone musketeernumberone Jun 12, 2014 11:38 AM Flag

    "taking from the strong & giving to the poor" ... You posted numbers suggesting that the "poor" división was more profitable than the "strong" one. In any case, this looks to me like the mature division funding the growth initiative -- a common and strategically defensible approach to corporate portfolio management - though not always the road to profit maximization in the short run.

    I imagine the stock will be stuck for the rest of the year and that the entities that emerge will do just fine. I´ve been in BEAV for 10 years or so and I´m not selling just yet.

  • Reply to

    MF story on BEAV

    by bellbell63 Jun 10, 2014 6:33 PM
    musketeernumberone musketeernumberone Jun 12, 2014 11:29 AM Flag

    You miss my point that corporations manage hi and lower growth divisions strategically as a portfolio. Apparently, you agree that BEAV was doing just fine in terms of hi-rate of investment return. If the new, growing, services business was more profitable than the base "interiors" business (data you posted) -- which was performing excellently -- I don´t get your objection to growing it (the services business). Growth companies need to grow. They need to enter adjacent and complementary businesses.

  • Reply to

    Silliness

    by bellbell63 Jun 12, 2014 9:13 AM
    musketeernumberone musketeernumberone Jun 12, 2014 9:38 AM Flag

    Right. Hedge fund presence/action didn´t fix a problem that wasn´t there.

  • Reply to

    MF story on BEAV

    by bellbell63 Jun 10, 2014 6:33 PM
    musketeernumberone musketeernumberone Jun 11, 2014 9:17 AM Flag

    Most multi-división corporations (conglomerates) are managed with some view to the life-cycle of the individual divisions and how the various operations can be optimized for the greater good. A company with a mature operation, needs growth opportunities. The growth opportunities are funded, in part, by the profits of the mature operation, the cash cow. This is standard operating procedure and a perfectly satisfactory approach by BEAV mgmt. The market loved it, as reflected in the stock price.

    Along come a couple of hedge funds to rock the boat, just as the founder is planning his legacy and his exit. Introduce uncertainty, créate a little excitement where none was needed... The whole effort is probably motivated by tax planning to benefit Khoury´s retirement.

  • Reply to

    I´ll stick with Koury

    by musketeernumberone Jun 10, 2014 9:04 AM
    musketeernumberone musketeernumberone Jun 10, 2014 9:55 AM Flag

    Roundtrip. Shoulda sold at $101 b/c it´s dead money - or worse - until the dust settles. 6 months of uncertainty when they could have just announced a spin-off and been done with it.

  • musketeernumberone by musketeernumberone Jun 10, 2014 9:04 AM Flag

    "Koury will get to run his CMS + energy firm while Relational, Oz Mgmt and others bring in
    David Anderson to get the core aero interiors business back on a growth trajectory. "

    Koury built a great business and stock market winner. If the Hedge funds control the aero interiors company they will probably lever it up and run it into the ground. Smart money is often dumb, selfish management. The new business will be a growth business, the old business will be a cash cow for predators.

  • Reply to

    Forget any sale

    by bellbell63 Jun 2, 2014 9:34 AM
    musketeernumberone musketeernumberone Jun 2, 2014 7:30 PM Flag

    The "surprise something" was stock accumulation by hedge funds.

  • Reply to

    Forget any sale

    by bellbell63 Jun 2, 2014 9:34 AM
    musketeernumberone musketeernumberone Jun 2, 2014 5:07 PM Flag

    Agree there appears to be some bi-polarity. Also agree there will be no sale.

    These aquisitions were announced previously and have nothing to do with the strategic option review which arose, I beleive, when the company found out about the hedge fund accumulation. Mgmt decided to take a step back to figure out what the hedgies were up to. For the moment, it looks like all it meant was passive accumulation by informed investors. Late to the party IMO.

    As for the diversification into oil field services... I´m sure it´s been well considered and can be justified both financially and strategically. It is pure diversification, not a distraction. Do it... and keep the profitable growth on a roll.

PBR
17.15-0.58(-3.27%)12:19 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.