I concur. There's a lot to like about the business, it's value proposition and prospects. I just wasn't comfortable with the way in which Robert Gray responded to some of Kohler's questions. Seemed to me that he either didn't understand the question and/or didn't have a handle on some aspects of the business. Just my personal perception and not intended to be critical. These interviews can be difficult if questions are tabled without notice which I wouldn't have thought was the case in this instance, but who knows.
AZV Price at posting:
26.5¢ Sentiment: None Disclosure: Not Held