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April 2011



Buying Google

April 19, 2011 – Comments (2) | RELATED TICKERS: GOOGL

I've really been enjoying participating in the Rising Stars real-money portfolio project for so far. My latest buy for my Rising Star portfolio is Google, which fulfills my search for high-quality companies that keep many stakeholders in mind in different ways.  [more]



Keeping Tabs, Keeping Score

April 15, 2011 – Comments (0)

My column today is on Keeping Score at Major Companies -- I used ProxyMonitor's 2011 Scorecard feature to take a look at their rolling, real-time tally of shareholder proposals up for votes at annual meetings at Fortune 100 companies (most are upcoming), and found some interesting proposals that cover big, current event-type issues like pharmaceutical pricing, political spending, industrial safety, and so forth.   [more]



Some Rights are Worth the Fight

April 14, 2011 – Comments (2) | RELATED TICKERS: APA

For my column yesterday, I wrote about how activist investor John Chevedden has been subject to legal action by companies that want to exclude his shareholder proposals from their proxy statements. Even more suspect, the usual procedure companies take in such situations is the SEC's no-action process, so these companies are bypassing normal procedure to take it to the courts.(This is deja vu, as Apache did this last year, too.)  [more]



Restoring the Honor System

April 06, 2011 – Comments (3) | RELATED TICKERS: RIG , BRK-A , BRK-B

My column today, Restoring the Honor System, deals with the Transocean PR debacle that (eventually) led to the executives doing what they should have done to begin with. The kind of hardened selfishness and complete disregard to what transpired last year that was originally exhibited in deeming 2010 a watershed year in safety for Transocean should NOT be heartening to shareholders. It should only show that these folks are fairly well removed from how anybody else feels or perceives the situation. (Unfortunately, that's not uncommon these days.)   [more]

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