Director pay: how high can it go?
We’re deep in the heart of proxy season, at least for the next few weeks (the deadline for companies on a calendar year is April 30), which means that each new day brings a crop of new and exciting disclosures about those Demi-gods who either run public companies or are lucky enough to be invited...
Reviewing the warning signs at Polycom…
Almost two months ago, we noticed some unsettling disclosures in the 10-K that Polycom (PLCM) filed with the SEC after the market closed on the Friday before President’s Day: The company had added several new and very specific risk factors. Today, the stock is down about 35% from that day’s close, trailing the Nasdaq by...
BUNDESBANK COMES OUT AGAINST WOMEN, WAR ON ALL GOOD THINGS CONTINUES. PUPPIES AND ICE CREAM TARGETED NEXT
FT Alphaville may be exaggerating with the headline a bit, but then, there’s this:Board changes at banks that result in a higher proportion of female executives “lead...
BUNDESBANK COMES OUT AGAINST WOMEN, WAR ON ALL GOOD THINGS CONTINUES. PUPPIES AND ICE CREAM TARGETED NEXT
FT Alphaville may be exaggerating with the headline a bit, but then, there’s this:Board changes at banks that result in a higher proportion of female executives “lead...
Slow and steady is the pace at Waste Connections…
No one can accuse the directors at Waste Connections, Inc. (WCN) of acting rashly. Indeed, if the 8-K the company filed February 16 is indicative of how quickly the board makes its decisions, we’d wager that the speed of Ents, turtles, and glaciers is comparatively frenetic. It seems that way back in 2010 – yes, two years...
More money for meetings (and drugs for free)…
AmerisourceBergen (ABC) is one of those companies in your life that you may never have heard of: It distributes prescription and over-the-counter drugs, brand names and generics, home health-care supplies and much, much more. It’s big — the company’s market-cap is over $10 billion, and its revenues in the fiscal year that ended September 30...
