RE:Should ARC receive a TOU evaluation just based on ASSETSMyHoneyPot gets critcized a lot on here, unfairly. I fully agree with MHP.
A big part in attracting funds is the combination of "Sentiment" & "Story". The sentiment is fairly strong, but ARX lacks a compelling "Story" to be told.
Sure they've merged and lots of $$ to be made with VII's C5. But does paying down down when already have a great balance sheet a very compelling "Story"? I think not.
The yield is so low here im actually thinking of dumping my shares and moving into another name that pays a better dividend and have plans to return capital back to me. Paying off debt when debt is ultra low and risk is low and balance sheet is good is just..
.. boring story.
The stock will languish until the CEO takes a few pointers from Bruce Linton or more charismatic growth leaders.
MyHoneyPot wrote: A 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