Management is not asleep at the switch. Anything you can do to move the needle in that direction is terrific for shareholders.
More Quotes from Larry Haverty:
The stock action here is telling you everything you need to say.Larry Haverty
What you get with Disney is a low stock valuation on a company that I think will have forward earnings momentum and the strongest balance sheet the company has had in the last five years.
Larry Haverty
Management is doing the right thing. You don't want to change the driver of the horse when the strategy is clearly appropriate.
Larry Haverty
History shows the poison pill under normal circumstances doesn't benefit shareholders. If the corporation wants a poison pill, it's the shareholders' prerogative to decide that. Not the board of directors.
Larry Haverty
I'm not sure that in this case he brings a whole lot to the party. The businesses are not mismanaged. There's not an awful lot to fix. We are very happy to see Icahn stirring the pot, but the way things are going and the way this company is being managed, it's a day late and a dollar short. The things that are being done to fix the stock have already been done. I don't think anybody can have any qualms, as a shareholder, with Dick Parsons.
Larry Haverty
He's becoming strategically complete. The business is undervalued and the stock is growing.
Larry Haverty
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