PJ Kurzweil on Spectrum Brands SPB
Yet Another Value Podcast
The Stock Still Looks Very Cheap, Even if the Deal Doesn't Go Through
Even if the deal doesn't go through, slap conservative multiple on h h i, they get the 350 million and break proceeds. A try star will benefit h pc, as will priceing in the back half of the year. David morea a good portfolio manager. I don't know him personally, but i think he's doing the right thing. And randy lewis interesting guy. Sounds like real operator. But, tajus i, i want to just cave y out everything ti that t do, everything's risk will ward.
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