Patrick McGurn
Patrick McGurn
grants market peak sales
So many stock-option grants were made at the peak of the market that we'll be working our way through these sales for some time.
earnings managing outright slippery slope
The '90s was the slippery slope from managing expectations to managing earnings to outright fraud.
board case company control creating element key number plan seats seeking strategy value
This is particularly the case if a dissident is seeking control of the board or a substantial number of seats - an alternative strategy and plan for creating value at the company is going to be a key element of our evaluation.
killer morale
I think it's a morale killer when you see it disclosed at some of these companies.
almost last policies six spread within
Just within the last six months, these policies have spread pretty quickly. It's almost a proxy now for boardroom accountability.
bridges build repair sovereign time
Sovereign has a lot of bridges to build with institutional investors. It's going to take time to repair their image.
anger board notice people taken
There is still a lot of anger out there, but people have taken notice of what the board has already been doing.
allowed along builders certainly companies energy fit question rise rising seem ship simply tide value
The question is, have you simply allowed your ship to rise along with a rising tide and it's not the value actually provided. Certainly the builders and the energy companies would seem to fit that.
aligned closely less likely performance raise seem seems
While these payments may seem eye-popping, it seems more closely aligned with the company's performance and is less likely to raise the ire of shareholders than in years past.
campus cited companies corporate decline efforts few general governance proposals protest publicly reason recent responsibility social traded
Very few educational institutions have filed corporate governance or social responsibility proxy proposals at publicly traded companies in recent years. The reason for this is not clearalthough the general decline in campus protest efforts is sometimes cited as the cause.
deeper demanding level market people start warren
When Warren is gone, the market will start demanding coverage. People will want a lot deeper level of analysis.