Should ARC receive a TOU evaluation just based on ASSETSA plan to pay down 2% debt is not very exciting for a home owner, and should be even less exciting for a 10Billion dollars enterprise company.
ARC a company with almost 9 Billion in enterprise value, is concerned about paying down 2% debt.
It goes a long way for share holders doesn't it? Not in my opinion.
Last quater paying off 300 million in debt, did that immediately increase the share value 42 cents a share, i don't think so.
ARC's leadership lacks Pizazz, resulting in a lack of ability to get market interest in the stock.
I think the finance group if they really want to be compared to TOU, make their quaterly reports looks the same, i don't like ARC reports, and the tourmaline reporting structure works for me TOU are significantly more respected than ARC, and ARC report looks like it written for accountants not investors that are looking at ARC peers, like tourmaline.
IMHO