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


To: E_K_S who wrote (59210)3/13/2017 8:44:44 PM
From: Wallace Rivers  Read Replies (1) | Respond to of 78673
 
I am going to mention this very controversial stock with ZERO research. This is all based on a hunch.......I remember when the Bass brothers (I think that's who it was) were forced into a sale of Disney at about 15 bucks. Look where DIS is now, and 15 was about the bottom in the stock. Ackman has just liquidated his VRX position at 11, resulting in more pounding of VRX. Not saying VRX is of the quality of DIS, but the trading situation has some similarities. I plan on researching VRX more, and will monitor.



To: E_K_S who wrote (59210)3/14/2017 12:58:15 AM
From: richardred  Respond to of 78673
 
IMO This Diversey unit also looks like a good fit for ECL Ecolab over a PE firm. Henkel formally used to own a piece Of ECL along with Clorox.