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Strategies & Market Trends : Value Investing

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To: LT-Optimist who wrote (54474)	11/12/2014 1:36:17 AM
From: Paul Senior	Read Replies (1) of 78702

HTZ. I've no answers to your questions although I'm a HTZ shareholder (since August, with avg cost $28+ vs. stock now ~$21). I'm betting on Jana Partners getting better management into HTZ, and the business and stock improving. I suspect that Hertz's construction rental business will be sold or spun-off, and that will also help the stockholders. I like that the car rental business has been consolidating. I have shares now in both HTZ and Avis (CAR).

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