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EZ2

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Alias Born 03/31/2001

EZ2

Re: timhyma post# 81017

Wednesday, 05/02/2012 9:15:58 PM

Wednesday, May 02, 2012 9:15:58 PM

Post# of 120381
Well, actually it's not so much what I see versus what I "hear" !

big smile

First, if you do a little background (past) history (news)....Thomson is still digesting the REUTERS takeover ie.
that's where a lot of the current debt comes from.

Additionally, they're now settling things down a bit (time has passed) since that happened and they're really assessing where their business strengths are ie. as such the harvesting of the HC piece.

But --- what I "HEAR" is the "inside perspective" ie. my son-in-law (KC) works for Thomson (on the text book education side of their business). Beyond winning a major SALES AWARD (nationally) in 2011, he's got a pretty goood feel for the business.

Soooooooooooooooooo.......just looking at potential opportunties !! I'm still not sold on it ---- but, adding it to a DIVVY WATCHLIST w/ several others. If you see any other red flags --- circle back on it, ok.

Gurus oversimplify everything. Investing, like life, is always more complicated than you think.

~ unknown

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