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Strategies & Market Trends : Brand Name Values and Turnarounds

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To: Bob Rudd who wrote (67)7/27/1999 8:12:00 PM
From: Paul Senior  Read Replies (1) of 82
 
TSA: Probably not a bet on Harrosh being smarter than anybody. It's more that he's apparently a very profit-oriented investor. So management - whatever they've done in the past-- will be very focused on bottom-line performance and stock market performance. Maybe they were before Harrosh, maybe not. I don't know. I'm betting though they will be focused now. He'll be a catalyst for change. If TSA can become profitable again, stock might trade at bv or better once again too. That's imo- and I've been wrong many,many times before.

Bob, regarding Best Buy: You wrote: "Course a lot of folks were saying that when I bought BBY for a triple so who knows." Did you post your recommendation at the time? I don't recall it.
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