New CEO with good cred and an industry with significant...

  1. Anton Chigurh
    13,097 Posts.
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    09/04/15
    22:07
    Post #: 15061170
    New CEO with good cred and an industry with significant tailwinds (just look at BAL). I think CLV will turn the corner but it may be a number of quarters before we start to see the figures meaningfully improve, due to the existing business and current R&D efforts. Really just comes down to opportunity cost of holding and waiting.
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