Tag Archives | Shapiro

Kimberly Clark

Kimberly Clark Corp (KMB): Proxy Score 57

Kimberly Clark Corp (KMB), which manufactures and markets personal care, consumer tissue, and K-C professional products, is one of the stocks in my portfolio. Their annual meeting is coming up on 4/30/2015. ProxyDemocracy.org had the vote of four funds when I checked and voted on 4/24/2015. I voted with management 57% of the time and assigned Kimberly Clark a proxy […]

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MBO Tsunami Coming

There is a coming tsunami of management buyout (MBO) bids that will be submitted to boards still relying on internal projections that were based on recession-level operating results. Most corporate boards don’t get wise to this “sand-bagging” until there are several periods of exceeding projections, after which, they finally might hold management’s projections to a […]

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Directors Forum 2010

First, a precautionary note about this post. These are strictly my impressions. There is no intention here to present juicy findings with regard to any corporation, fund, individual etc. My purpose is simply to help facilitate dialogue and understanding.  Keep this in mind as you read my notes, as well as the following. One of […]

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