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Cummins Inc. Message Board

nomofunfun 161 posts  |  Last Activity: 4 hours ago Member since: Jul 6, 2011
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  • Reply to

    What happened to Zig and his posse of aliases?

    by nomofunfun May 20, 2015 11:41 PM
    nomofunfun nomofunfun 4 hours ago Flag

    Peltz was going to keep hunting bigger fish until he finally ran into a barracuda like Ellen. He lost a limb and 8 million in blood, at least his investors did. Ellen is a hero for standing up to a strategy that is short term only. Investors expect long term returns from DuPont and get it.

    Want to play at the casino, by all means invest with Trian but want stable and steady returns then stick with Ellen.

    As for zig, his azz bury alias was so easy to spot. Who really believes he bought DuPont shares at their peak in 1998 and only now vents about it on yahoo. Now he's gone in the same way zig got canned.

  • Reply to

    What happened to Zig and his posse of aliases?

    by nomofunfun May 20, 2015 11:41 PM
    nomofunfun nomofunfun 4 hours ago Flag

    Notice that zig alias #$%$ bury has disappeared and when you try to look up his history of posts they are blank. Zig must hit his limit for free aliases and had to sheet can someone to add a new one.

    Peltz knows one thing and that's investing in food companies. He has plenty to choose from and should stay out of chemicals for good.

    His split the company into pieces mode only works when you can split Wendy's and Tim Horton.

    Ellen has a good plan going forward and investors know it

  • Strange, or maybe NOT, that he disappeared after he lost the vote badly. And his aliases go into radio silence mode?

  • Reply to

    Peltz % Of Vote

    by wildcats1ky May 19, 2015 10:26 PM
    nomofunfun nomofunfun May 20, 2015 4:01 PM Flag

    Peltz doesn't have his own "activist" shareholders publicly holding him accountable for such $8 million ego-driven boondoggles. His hedge fund charges 5-10X more than most index funds and his investors are likely to leave him in the dust if he tries another powerplay again. Plus, assuming he's the brains behind this outfit, he's in his 70s so investors better beware that Peltz is getting older and not smarter anymore. The DuPont fiasco really crushed his impression of invincibility.

    I expect him to hold shares long enough for the next quarterly reporting requirement where he has to show how many shares he owns. Then after that's published, he will dump and run. The shares may drop a bit at first but not having a Peltz to force Ellen to do silly short-term measures to meet the NEXT QUARTER goals is good for long-term shareholders. Shares will be back over $75 after the full effect of the guy is gone and he exits.

    Sort of shorts holes through his self-gratifying efforts to say that Trian was the main reason DuPont shares were up. Peltz got spurned by a woman 15 years his junior and he'll have to find another target now that Indra and Ellen have given him the bird.

  • Ellen and team were able to fight off the VULTURE for a mere $15 million. Peanuts compared to how much shareholders have been rewarded with nice dividends and share price gains to $70.

    Anyone B-ing about the money being spent should have more enraged that Peltz wasted $8 million of his own shareholders meager cash to testosterone his way past a woman CEO.

    Until the vultures can put back into the cage, companies are wise to spend $15 million to ensure LONG TERM shareholder value, not the sugar buzz tactics of Peltz and his pals.

    Another BRAVO to Ellen for this fantastic victory. You are the pride of Delaware.

  • Reply to

    Nice to see Peltz throw in the towel (quietly)

    by nomofunfun May 18, 2015 1:38 PM
    nomofunfun nomofunfun May 18, 2015 3:18 PM Flag

    2nd half of year. 1st half is tough for any company with Ag prices depressed. The weight of Chemours off is back and the incredible deterioration from the TiO2 business in the last 5 years has weighed down the stock.

    Remember: Zig and friends predicted the shares would drop below $50 if Peltz lost. They were only $20 off.

  • Reply to

    Nice to see Peltz throw in the towel (quietly)

    by nomofunfun May 18, 2015 1:38 PM
    nomofunfun nomofunfun May 18, 2015 3:16 PM Flag

    Merely echoing the mocking Zig who's predicted bankruptcy for some time, in fact seems to get his jollies from it.

    I've always felt if bankruptcy protection is needed to get rid of BS lawsuits - so be it. Until American tort system is reformed, that's the only option if trial lawyers win ludicrous lawsuits in court. Would rather Chemours not get put in that spot, but don't see it changing.

    The so-called plaintiffs need to accept a much smaller settlement or risk getting very little at all, and then only after years.

    No one beyond Zig and the hysterical people in the communities believe C8 is a risk at the levels in the area.

  • Reply to

    Nice to see Peltz throw in the towel (quietly)

    by nomofunfun May 18, 2015 1:38 PM
    nomofunfun nomofunfun May 18, 2015 1:41 PM Flag

    I do love reading the statement on Trian's web site about getting bounced down Market Street like a basketball last week. The "vote was close" when in reality once people see the numbers, they'll see that Peltz blew Trian partners money for less than a third of the vote. Nice going, Nelson!

    People should know that firms like Trian charge 5X to 10X more than most non-activist firms and get mediocre results. Looks like Trian holders need to exit stag left and buy DuPont direct. All aboard!

  • No more "DuPont Can Be Great" advertising on the DuPont Yahoo main page. Guess the guy likes playing with high priced toys and decide to invest more in under-performing Mondelez (one of his creations that backfiring on him).

    Let the real SHAREHOLDERS stay around and enjoy the nice dividend and the bounce of the Chemours spin off. That $4 billion dividend will be sweet.

    If Chemours has to go through bankruptcy court to get rid of those silly lawsuits Zig is always complaining about, so be it. Blame trial lawyers.

    Enjoying the day and thinking about the next nice bonus coming after Chemours takes one for the team.

  • Reply to

    Not one to gloat, BUT....

    by notthatblind May 13, 2015 10:46 PM
    nomofunfun nomofunfun May 14, 2015 8:27 PM Flag

    Zig,

    As an intoxicated clown, you have no reason nor right to levy any charges against you adversaries. Sober up, cancel your Yahoo account, and check in to the nearest obamacare fun house.

  • Reply to

    Not one to gloat, BUT....

    by notthatblind May 13, 2015 10:46 PM
    nomofunfun nomofunfun May 14, 2015 8:24 PM Flag

    Blind,

    #$%$ bury is a more sophisticated version of the usual zig aliases we're used to seeing. He (zig) is just mad that a woman who loves DuPont won over a short timer only interested in 2 to 4 quarters of investment before moving on to his next conquest. Too bad Peltz's pee pee got whacked. Makes zig and imaginary friends feel so little

  • Reply to

    Not one to gloat, BUT....

    by notthatblind May 13, 2015 10:46 PM
    nomofunfun nomofunfun May 14, 2015 1:59 PM Flag

    Zig,

    Your silly rants and propensity to use insults hurled by your aliases shows what a freak you've become. Do yourself the favor of checking into a professional care center

  • Reply to

    Bilk of America Upgrades DuPont!

    by funfundvierzig May 14, 2015 11:36 AM
    nomofunfun nomofunfun May 14, 2015 11:52 AM Flag

    I love being on paid time to reply to your asinine commentary. For a guy fired by DuPont 13 years ago, you have ample time to find a real job, instead of the crazed columns you write here.

    Sober up, take your aliases like #$%$ bury with you, and get a life.

  • Reply to

    Not one to gloat, BUT....

    by notthatblind May 13, 2015 10:46 PM
    nomofunfun nomofunfun May 14, 2015 8:44 AM Flag

    Hey zig / #$%$ bury,

    You got fired by DuPont 13 years ago. Retire this stupid alias and head down to the Ymca for breakfast. Speaking of never creating value, that would be YOU

  • No time for loosers (like Zig and aliases), 'cause we are the champions, of the DuPont world!

    Ellen, may Freddie Mercury's lyrics be ringing in your head tonight. Have a few glasses of nice wine, kick back and relax, and accept the love and appreciation of DuPont employees and retirees worldwide!

  • Saved the TRUE American capitalism, maintained TRUE composure, defended employees and retirees and Delaware against a vulture, restored faith in the middle classes who rely on DuPont and its shares to be long-term investments meant for college funds and retirements, and did it with a determined smile!

    Bow thee, ZIG and pals!

  • 1. Compared to WWII, this was DuPont (USA) victory over Peltz (Japan) reminiscent of Midway. The turning point in the Pacific War. Now brave CEOs like Ellen know how to fend off fanatics. Good for TRUE American capitalism.
    2. Ellen endured so many smear attacks from Peltz and even funZIG's aliases (chrispa, #$%$ bury, etc.) while keeping her composure. What a hero!
    3. The shares will drop short term because 5-10% of the buyers wanted a quick fix. Long-term investors like me are gladly picking up the pieces. The stock will be $100 by next year WITHOUT Peltz.
    4. Peltz had his only offer, and a good one, from Ellen of one seat and not his egotistical self. Pepsico gave Peltz this one wish and that's all they deserved.
    5. If Peltz wants to run his own company, raise another $10 B and offer to buy Chemours outright. If not, move along little man.
    6. DuPont is still way above the $40s that ZIG spent much of his life moaning about.
    7. True investors are welcome to stay and comment here, even if they voted GOLD. Zig and pals, please move to Seeking Alpha for entertainment.
    8. Employees will get their raises soon and then a nice bonus next year.

  • Reply to

    Open letter to Zig and aliases

    by nomofunfun May 12, 2015 10:56 AM
    nomofunfun nomofunfun May 12, 2015 6:44 PM Flag

    Zig, just like you to cheer on the...plaintiff bar. Trouble is DuPont will win in court in its home state of Delaware.

    And what does a PhD chemist from Aberdeen you like you know about "punitive damages" anyway? NOTTA!

    Speaking of protests, how much did Soros pay you to dance in Wilmington Square protesting on behalf of the 99%? Must have been FUNny dancing outside the DuPont Hotel after getting canned by the same company. LOL!

  • nomofunfun nomofunfun May 12, 2015 6:40 PM Flag

    FunZIG,

    Of all people, aren't "we" (plural to represent all those voices in your head) being hypocritical? Your disdain for regular DuPonters is legendary. The minute you started calling notthatblind names, you blew your cover, Zig.

    Apparently, Peltz shafting thousands of employees at Heinz must have been ignored by you, Zig.

    As for those who will sue Chemours for make-believe ailments, either accept 5 cents on the dollar or accept bankruptcy and wait a decade to get a pittance from DuPont. The problem is the tort system, little boy.

  • nomofunfun nomofunfun May 12, 2015 6:34 PM Flag

    5. Defend the company employees and shareholders against a egotistical, loony activist investor with bad teeth and a very hot 20-yr old daughter who is young enough to be his grand daughter.

CMI
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