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StarTek, Inc. Message Board

tommccauley31 5 posts  |  Last Activity: Jan 8, 2016 4:00 PM Member since: Dec 3, 2009
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  • Reply to

    What we don't know.

    by tommccauley31 Jan 8, 2016 3:06 PM
    tommccauley31 tommccauley31 Jan 8, 2016 4:00 PM Flag

    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..

  • tommccauley31 by tommccauley31 Jan 8, 2016 3:06 PM Flag

    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
    at Five?

  • Reply to

    Where to Now?

    by tommccauley31 Nov 13, 2015 9:38 AM
    tommccauley31 tommccauley31 Nov 18, 2015 11:54 AM Flag

    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.

  • tommccauley31 by tommccauley31 Nov 13, 2015 9:38 AM Flag

    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.

  • Reply to

    Buffalo Bob's last shot

    by occdocc Nov 11, 2015 11:15 AM
    tommccauley31 tommccauley31 Nov 11, 2015 11:19 AM Flag

    Amen!

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