Peter Sorrentino
Peter Sorrentino
everybody investors myopic time view
A lot of investors get this real myopic view that the world is the G-7 (countries) and this time out it's really not. It's everybody but the G-7.
centers
Their distribution centers will kind of become supermarkets for their products.
businesses debt grow pay ship tough turn
He's managed to turn that ship around. It's tough to grow these businesses when you have to pay off the kind of debt he's had to handle.
debt depending healthcare share sum value worth
The healthcare business, on its own, would probably be worth in the mid-teens -- $14 to $16 a share depending on how much debt they put into the company. For the sum of the parts, I'd put the value at $36 to $38 a share.