Re: Bought CD

Thanks for your thoughts.

--
Jerry



"Hugh Candlin" <No@xxxxxxxx> wrote in message
news:WUDnf.278007$zb5.187101@xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
>
>
> --
>
> "Jerry" <NoSpam@???.??.com> wrote in message
> news:MGDnf.42279$lh.32897@xxxxxxxxxxxxxxxxxxxxxxxxx
>> It's down over 10% due to a minor earnings warning. It's not my favorite
>> sector. However, they are breaking it up into 3 companies next year.
>
> 4, actually. They are adding 3 NEW companies,
> plus the original, although the Cendant name will go away.
>
>> I think the parts are greater than the whole.
>
> I don't. They perpetrated fraud once.
> My confidence in the remaining unincarcerated
> management is zero.
>
> I think that there are better places to invest,
> although the travel sites may be attractive as TO candidates.
>
>> Therefore, it's a bottom fish play for long term.
>
> As always, good luck.
>>
>> --
>> Jerry
>
>


.

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