Comments on: Share Buybacks…Party Now – Hangover Later http://www.thedisciplinedinvestor.com/blog/2007/07/24/share-buyback-party/ Investment Disciplines and Timely Advice. Fri, 10 Feb 2012 21:15:03 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Sinkhole Alert - Watch out below! http://www.thedisciplinedinvestor.com/blog/2007/07/24/share-buyback-party/comment-page-1/#comment-281 Sinkhole Alert - Watch out below! Thu, 09 Aug 2007 13:14:04 +0000 http://www.thedisciplinedinvestor.com/blog/2007/07/24/share-buyback-party/#comment-281 [...] and the share buybacks problem is going to sink this market. It is going to swift and painful. We have moved significant money [...] [...] and the share buybacks problem is going to sink this market. It is going to swift and painful. We have moved significant money [...]

]]> By: Bernard Biales http://www.thedisciplinedinvestor.com/blog/2007/07/24/share-buyback-party/comment-page-1/#comment-242 Bernard Biales Fri, 03 Aug 2007 19:06:50 +0000 http://www.thedisciplinedinvestor.com/blog/2007/07/24/share-buyback-party/#comment-242 How could one stock (CROX) prove this thesis wrong? It is an attempt to discuss the broad effect of massive buybacks. I tend to be suspicious of this trend. Another effect is that all those extra shares sitting around can be a temptation to (inappropriate) acquisitions. Another question is whether they distort (upwards) the huge payoffs that top corporate brass have been receiving. How could one stock (CROX) prove this thesis wrong? It is an attempt to discuss the broad effect of massive buybacks. I tend to be suspicious of this trend. Another effect is that all those extra shares sitting around can be a temptation to (inappropriate) acquisitions. Another question is whether they distort (upwards) the huge payoffs that top corporate brass have been receiving.

]]> By: Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/2007/07/24/share-buyback-party/comment-page-1/#comment-244 Andrew Horowitz Fri, 03 Aug 2007 14:26:40 +0000 http://www.thedisciplinedinvestor.com/blog/2007/07/24/share-buyback-party/#comment-244 The answer to the CROX issue was probably from the post on CROX that is commented on by R in the wrong place. I responded to it here. BUT, aside from that, you are correct in that there are several issues at hand that make this a big problem. We spoke about it in great length on the upcoming podcast that will be posted late tonight The answer to the CROX issue was probably from the post on CROX that is commented on by R in the wrong place. I responded to it here. BUT, aside from that, you are correct in that there are several issues at hand that make this a big problem. We spoke about it in great length on the upcoming podcast that will be posted late tonight

]]> By: Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/2007/07/24/share-buyback-party/comment-page-1/#comment-156 Andrew Horowitz Fri, 27 Jul 2007 03:47:17 +0000 http://www.thedisciplinedinvestor.com/blog/2007/07/24/share-buyback-party/#comment-156 CROX is becoming a real mystery in that while you still have to love the numbers, but wonder how long it can last. I am still in the camp of long term fad that will eventually prove a problem to shareholders. But I will not go down with the ship if wrong..... As I teach and practice, stick to disciplines on up and down and investing will be rewarding. CROX is becoming a real mystery in that while you still have to love the numbers, but wonder how long it can last. I am still in the camp of long term fad that will eventually prove a problem to shareholders. But I will not go down with the ship if wrong….. As I teach and practice, stick to disciplines on up and down and investing will be rewarding.

]]> By: R http://www.thedisciplinedinvestor.com/blog/2007/07/24/share-buyback-party/comment-page-1/#comment-152 R Thu, 26 Jul 2007 23:15:35 +0000 http://www.thedisciplinedinvestor.com/blog/2007/07/24/share-buyback-party/#comment-152 Looks like CROX proved you wrong eh? I don't own any shares, but it'd be great if you touched on their upped guidance in your next podcast. I know you touched on the fact that there are lots of replicas overseas, but isn't "imitation the greatest form of flattery"? Looks like CROX proved you wrong eh? I don’t own any shares, but it’d be great if you touched on their upped guidance in your next podcast. I know you touched on the fact that there are lots of replicas overseas, but isn’t “imitation the greatest form of flattery”?

]]> By: Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/2007/07/24/share-buyback-party/comment-page-1/#comment-140 Andrew Horowitz Wed, 25 Jul 2007 03:42:31 +0000 http://www.thedisciplinedinvestor.com/blog/2007/07/24/share-buyback-party/#comment-140 The Big Picture - Barry Ritholtz had an article and info on this at http://bigpicture.typepad.com/comments/2006/01/an_unprecedente.html . That was written in 2006, and seems that nothing has changed. Is anyone concerned with the buyback issue? The Big Picture – Barry Ritholtz had an article and info on this at
http://bigpicture.typepad.com/comments/2006/01/an_unprecedente.html . That was written in 2006, and seems that nothing has changed.

Is anyone concerned with the buyback issue?

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