It was just a couple years ago Corvex
put the Portney's on Ctrl, Alt ,Delete.
The Porkneys are universally disliked by
just about everybody outside of their little circle.
There is no better satisfaction than taking greed
down a peg or two. Every concerned stakeholder
should be sending a letter to Gemini Prtnrs ,
showing support. Portneys need lesson 102..
The old saying is, we don't know what we don't know.
What we do know is Sam Zell knows real estate value
better than Donald Trump. On down days like this....
Zell must be licking his chops over the undervalued FVE.
Zell already has a history of taking trim off Portney.
Maybe Zell teams up with shareholders to proxy change
Hi Doc, I still have a small position in TRIB and have added
at the current undervalued levels. I believe Trinity to be a
potential buyout candidate because of the tax advantages
of its Ireland based location. I still have a position in ABAX as well.
Your outlook over the years has sure been refreshing.
I have enjoyed the banter.
Heska has certainly been a turnaround, and credit should go to Kevin Wilson.
It is my feeling that Wilson has enough personal stake in the company that continued
good times are ahead. What marked the difference from the former Grieve tenure?
Wilson is a marketing genius. He created and sold 2 successful companies before
leveraging the Cuattro takeover of Heska. IMO HSKA will be acquired in the next few years.
For now.....I am happy with the growth and leadership Wilson has brought to the company.
However...Heska is richly valued and I see better value opportunities in other equities.
I am keeping a position but am cautious on new money in Heska for now.