Thanks, Jim. It would be great to see more shareowners writing proxy reviews. Your sharing of your votes and reasoning is also helpful. Really need more individuals and institutional investors to step up and become more engaged in their own right and with one another. The latter after all are managing the former's (our!) money.
Thanks for leaving this comment. I will contact you privately to see if we can figure out where your control number went. It's not impossible that it wasn't made easy to figure out how to vote online. I've even received printed proxy materials before that arrived on the day of a meeting and I live only a few hours from the proxy service company (unless of course they print and send from elsewhere). Anything is possible when it comes to proxies/VIFs.
Time Again To Trade The Collapse Of The Yen [View article]
I don't envy those trying to trade the collapse of the yen and the demise of Japan stories. In fact, I'd say it could arguably one of the most misinformed obvious trades. I'm biased, however, because I take a "value" approach to investing for one, and I have spent a significant amount of time living in Japan and also just published a book: Investing in Japan: There is no stock market as undervalued and as misunderstood. As you can see from the subtitle, it's a contrarian take to the mainstream reporting and conventional wisdom. I specifically discuss Kyle Bass and D. Einhorn's "bets." It's worth the money for my book to traders just to know what risks there are and factors at play beside the internally-funded argument that's finally become well known. Book link: http://amzn.to/JvMDkL
Thank you for your article, too, TLF24. I'm consistently seeing similar sentiments each time around. Sad. But yes, hopefully a changing of the guard. That may be impossible given how entrenched they are, unless we get institutional vote support, so at least we'll hope for a change of mindset.
Thanks, jimmy46, that could be true, who knows with GE Capital. The latest earnings report suggests continued improvements, record capital adequacy and RE now profitable. Even if dismissing value of GEC, GE's valuation looks compelling on its own, thus I used industrial comps.
Thank you, mostserene1. Never know if we'll see a $15 type pps again, but GE's not exactly off to the races post-earnings, either. Final vote results are supposed to be published within four business days after the AGM. We'll see if there's an improvement over last year, which was disappointing (wrt AGAINST tallies).
Thanks, mjk0259. Please share the link if you have it. I'll fish around for it when I get a chance, if not. Probably should share a copy with IR and the board, too.
Thanks for your comment, Synchronicity. What you said should be a huge concern for the board and management. It's not only current shareowners that are dissatisfied, it's also the case that potential shareowners may not be willing to invest their hard earned money in a company that clearly favors a few privileged individuals over the best interests of the many (i.e. stakeholders).
Thank you, Rudester. Really hoping that the vote results reflect shared sentiments among shareowners. We have a serious agency problem, however, with all the institutional owners. We'll know the results soon enough and keep working.
The Day Before GE's Shareowner Meeting [View instapost]
The Day Before GE's Shareowner Meeting [View instapost]
Time Again To Trade The Collapse Of The Yen [View article]
Why GE Is Undervalued [View article]
Why GE Is Undervalued [View article]
Why GE Is Undervalued [View article]
Why GE Is Undervalued [View article]
Why GE Is Undervalued [View article]
Why GE Is Undervalued [View article]
Why GE Is Undervalued [View article]
Why GE Is Undervalued [View article]
Why GE Is Undervalued [View article]
Why GE Is Undervalued [View article]
Why GE Is Undervalued [View article]
Why GE Is Undervalued [View article]