Angela Kohler
Angela Kohler
deals large surprised
The big deals that have made sense have already been done. I'd be surprised if there was a large deal in 2002.
asked clarity growth investors lack rate stock vision
Investors are being asked to own a stock on more and more faith. There is a lack of clarity about the company's growth rate and a lack of vision on where they are going.
adds wrong
I don't think anything they've done is wrong but it adds to the uncertainty.
average buy capacity data great illusion information people providing shop side
Analysts are great at providing data and information that the average buy-side shop doesn't have the capacity to get on their own. But no one on the buy side was ever under the illusion that these people were objective.
continue felt stock time worth
We have felt for a long time that the stock is worth $30 or better and continue to think that.