Comments on: Lots of big questions at Int’l Rectifier… http://www.footnoted.org/earnings-quality/lots-of-big-questions-at-intl-rectifier/ Michelle Leder's guide to what's hiding in SEC filings Fri, 21 Nov 2008 20:26:28 +0000 http://wordpress.org/?v=2.6.3 By: David Harper http://www.footnoted.org/earnings-quality/lots-of-big-questions-at-intl-rectifier/#comment-3502 David Harper Thu, 04 Oct 2007 21:28:35 +0000 http://footnoted.org/earnings-quality/lots-of-big-questions-at-intl-rectifier/#comment-3502 Richard, that is a cool beat you are covering, +you to my RSS. I would love to understand how you guys judge such executive shifts vis a vis valuation: is this a sell or a buy? I mean, to state the obvious, isn't the problem that either (i) the stock is currently unduly depressed due the lack of transparency discount, or (ii) more problems will follow. Big up or big down. Financially, you could play that by going long a straddle (call + put) but i don't think you could buy enough time Richard, that is a cool beat you are covering, +you to my RSS.

I would love to understand how you guys judge such executive shifts vis a vis valuation: is this a sell or a buy? I mean, to state the obvious, isn’t the problem that either (i) the stock is currently unduly depressed due the lack of transparency discount, or (ii) more problems will follow. Big up or big down. Financially, you could play that by going long a straddle (call + put) but i don’t think you could buy enough time

]]> By: Richard Jacovitz http://www.footnoted.org/earnings-quality/lots-of-big-questions-at-intl-rectifier/#comment-3500 Richard Jacovitz Thu, 04 Oct 2007 19:35:30 +0000 http://footnoted.org/earnings-quality/lots-of-big-questions-at-intl-rectifier/#comment-3500 As usual you are right on the mark. I did a post earlier today on International Rectifier covering the CEO change. Best, Richard As usual you are right on the mark. I did a post earlier today on International Rectifier covering the CEO change.

Best,
Richard

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