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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (47871)	8/3/2012 1:25:06 PM
From: Sergio H	1 Recommendation Respond to of 78670

IR In May, the co. released a statement that Trian had taken a large position and had made strategic suggestions to improve shareholder value. Today IR's press release indicates that they will be looking over Trian's ideas and will respond by the end of the year. Progress is slow. Anybody still holding IR? From a P.E. basis, the co. may be overvalued, but I am holding to see where Trian sees value. Although Mr. Pelz is 12 years younger than Mr. Icahn, could this also be a case of an old man swinging at the fences like a young stud? (I suggest we call this OMS).