AI
Wednesday, March 17, 2010 1:05:35 PM
Not Much new from todays presentation just a couple things:
- Jan & Feb were slow but March is "on fire" still don't think will meet internal expectations.
- Think have strong enough balance sheet and cash flow to expand into other areas (via acquisition) and continue buyback.
- Serious about buyback. Maybe Joffe reads this board
. If so to me serious would be talk to the banks to get the language removed (if our balance sheet is that solid I don't think that should be an issue) and be an aggressive buyer not just this year but however long the stock remains attractive. I thought the PR was weakly worded (compared to others I have seen) but granted that is just my opinion and actions will speak louder .
There may be more tidbits I missed so anyone else who caught something please post (I usually listen a few times and may post more another day if no one else beets me to it).
- Jan & Feb were slow but March is "on fire" still don't think will meet internal expectations.
- Think have strong enough balance sheet and cash flow to expand into other areas (via acquisition) and continue buyback.
- Serious about buyback. Maybe Joffe reads this board
. If so to me serious would be talk to the banks to get the language removed (if our balance sheet is that solid I don't think that should be an issue) and be an aggressive buyer not just this year but however long the stock remains attractive. I thought the PR was weakly worded (compared to others I have seen) but granted that is just my opinion and actions will speak louder . There may be more tidbits I missed so anyone else who caught something please post (I usually listen a few times and may post more another day if no one else beets me to it).
