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Ravi

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  1. I got the credentials last week. It took them less than 7 business days
  2. Fantastic write up. Agree to many things. Hopefully Prem can fix some of the things
  3. Thanks. I am doing that. Will keep everyone posted. I am mad too that I wasted a stamp. ;)
  4. How do we get the meeting credentials if we have the electronic proxy. Should I just print the pdf and send it to them in an envelope?
  5. This might be a silly question. I still did not receive the proxy and the post card. Is there a way to get it now or is it too late? Did the broker send the proxy? Thanks
  6. I am planning to attend for the first time. Would it be a good idea to come on Friday or Saturday? thanks
  7. Veolia Environment Any thoughts on this. I think they have plenty of debt at the same time has good assets. The cash flow is still good. Worst case, they can sell some of the assets to get things under control like parking lots in US. May be good bet would be to buy the bonds yielding much higher instead of equity
  8. 10% invested, 90% to go. Looking for better bargains
  9. Cevian, Just sent an email to you. Let us know when you want to get together. Since you have a flight at 1:00, probably we can meet at 8:00 AM or 9:00 AM on Sunday
  10. Will finally Microsoft becomes a patent play. That would be very interesting. They should stop doing large capex deals like skype and just do a cash cow play. that would be funny ending for a great company like msft
  11. Great interview. I can relate to this after working for a big bank
  12. Any one plan to attend Chicago's Mohnish annual meeting?
  13. Ravi

    CSC

    Any thoughts on CSC. Produces around $1B cash with EV $5B. Biggest risk is US gov slow down. Currently 34% of revenues come from that and 40% NI. Even if you assume it drops by 50%. it will still produce $700MM. Accounting issues in Nordic region. Started giving dividends and $1B buy back. What am I missing here? In previous life I was in IT consulting and it has some stickiness especially it is very tough to get into govt. contracts. It is a very long process to get the contracts. CSC started with US gov since 1950. Already has $16B in revenues in pipeline.
  14. Baox Do you have any recommendations
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