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Leggett & Platt Inc T.LEG


Primary Symbol: LEG

Leggett & Platt, Incorporated is a manufacturer that conceives, designs, and produces a range of engineered components and products found in many homes and automobiles. The Company’s segments include Bedding Products, Specialized Products and Furniture, Flooring & Textile Products. Bedding Products segment supplies a variety of components and machinery used by bedding manufacturers in the production and assembly of their finished products, as well as produces private label finished mattresses for bedding brands. Specialized Products segment supplies lumbar support systems, seat suspension systems, motors and actuators, and control cables used by automotive manufacturers. It also produces and distribute tubing and tube assemblies for the aerospace industry and engineered hydraulic cylinders used in the material-handling and construction industries. Furniture, Flooring & Textile Products segment supplies a range of components for residential and work furniture manufacturers.


NYSE:LEG - Post by User

Post by Intellectualon Jun 29, 2012 12:01pm
222 Views
Post# 20068865

Short Sellers

Short Sellers

The real question that needs to be asked is: To what information are the short sellers privy and why are Eric Nuttall, Bruce Campbell and so many other analysts completely unaware of it? Ostensibly, Nuttall has regularly met with management and ought to be far more reliable as to the company's future prognosis than these short sellers.

Having said all that, the markets have proven time and again to be utterly irrational. The takeover of Progress energy and NAL earlier this year at gargantuan premiums is ample proof of this. There is nothing more telling than the premiums other companies are willing to pay for assets.

We all know that patience is not only a virtue, but often yields fabulous returns. Unfortunately, the process can be exceedingly painful.

I am heavily invested in Legacy, primarily based on the fact that the Sprott Energy Fund has done its research and has invested so much in the company. I hope my faith is well-placed.

As a final note, I would continue to watch very closely at all insider activity, as it can be quite telling. Paul Colborne's accumulation is encouraging, whereas the other insider's sale of 60,000 shares, although concerning, is less worrisome given that it was an isolated sale and bears the hallmark of an inexperienced seller, occuring right at the bottom of the current market at $5.20.

 

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