Unfortunately you usually have to pay a price for "good" management. I like the timing of the article also - it would be nice to know management quality in advance rather than following a profit downgrade.
Anyway, the value here should be in trailing commissions and even a ham and cheese sandwich should be able to make money from here. We have a pretty hefty margin of safety built in to current prices.
Unfortunately you usually have to pay a price for "good"...
-
- There are more pages in this discussion • 4 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
