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MFS Charter Income Trust V.MCR


Primary Symbol: MCR

MFS Charter Income Trust (Fund) is a diversified closed-end management investment company. The Fund’s investment objective is to seek high current income, but also considers capital appreciation. The Fund primarily invests in debt instruments. The Fund also invests in corporate bonds of the United States and/or foreign issuers, United States government securities, foreign government securities, mortgage-backed securities and other securitized instruments of United States and/or foreign issuers, and/or debt instruments of issuers located in emerging market countries. It invests in a range of fixed income sectors, such as high yield corporates, emerging markets bonds, investment grade corporates, Non- United States government bonds, commercial mortgage-backed securities, mortgage-backed securities, collateralized debt obligations, municipal bonds, asset-backed securities and United States treasury securities. The Fund's investment advisor is Massachusetts Financial Services Company.


NYSE:MCR - Post by User

Comment by undervalueon Nov 05, 2021 1:07pm
146 Views
Post# 34092877

RE:Wayne Albo Resignation

RE:Wayne Albo ResignationThis is a bit old school, but, I consider the primary role of the board is to enhance shareholder value. Yep, share price.
On this measure, Mr. Albo and the board get low medium grades (being generous)
There are many shareholder friendly levers that they could have deployed.
All relate to giving the shareholder a tangible return.
This would link the actual results of the company to the market price.
One could be the NCIB being used regularly, especially in times of market down drafts. The retirement of shares below book enhances book per share. it is a win, win.
Some return of cap. via a dividend, either regular or special opens up a whole new shareholder base.
Frank is obviously not a market guy. And that's ok, but, he should want the share price to reflect what has been built.  The company can only grow organically, they cannot grow via acquisition, the currency of the share price is too cheap.
That is were the board can step up and provide guidance.
The board is made of of Frank, and Mike, both management. His lawyer, (who I think is very good) but bills the co, so is in a bit of a conflict.
And lastly, a local trucking business owner who has no share ownership.
They all appear to want to make Frank happy, and Frank likes cash in the bank.
Let's hope Gate City flexes a touch and places a few folks that understand the cycles of the business as well the cycles of the market prices.
We all own enough shares, time for them to catch up with the market.
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