#stock

Baron's magazine stopped just short of calling Honeywell Aero stock a value trap today: "Put together, we see Honeywell’s growth continuing to lag its peers. While the valuation is relatively inexpensive, we fear that this could be a value trap." It's no longer Honeywell, but it kept the name and the worst parts of the business practices and senior management hubris. Time to clean house in the executive suite completely and get rid of the old Allied Signal and Jack Welsh disciples that do nothing but poison companies , set them up to fail, and then walk off with golden parachutes. The downtime from the IT migration alone was in the tens of millions of dollars in Q1 alone. The migration residual issues are still a huge and expensive problem that prevents people from doing their work. It's turned into it's own whack-a-mole-zombie-juggernaut nightmare. Run, do not walk, away from this stock until they purge the cancer at the top and show solid financial results.

Four chiefs departed from the floor,
With heavy gold bags by the door.
They left the blue stock on the slope,
And took the cash, and ki-led the hope.

Lou Gerstner set the grand design,
He took one hundred eighty-nine.
A million dollars stacked so high,
For saying his last brief goodbye.

Sam Palmisano walked the line,
And took two hundred seventy-one.
A massive fortune in his hand,
As he walked off to golden land.

Ginni Rometty claimed her share,
With twenty million waiting there.
The revenue was shrinking fast,
But her great payout chose to last.

Arvind Krishna joined them there,
With thirty-eight to clear the air.
His package jumped by fifty-one,
While workers watched what he had done.

Big payouts signed in leather chairs,
While workers cut off vital cares.
The stock may sink, the profits slide,
But severance grows both deep and wide.

At the all hands meeting, the CEO said he doesn’t check the TR stock price daily. I think he probably does or at least have an AI agent check it.

The stock imploded 3 weeks ago and $70 Billion of market value wiped out in ONE day, now all these draconian cost control measures are being implemented and they are also desperately rolling out the "Next Step" program again to try and get rid of as many people as possible to leave by the end of 2026. Then you have the hapless CEO who always talked and bragged about the stock price being at $300 or higher, suddenly saying "stock price isn't everything"...the writing is all over the wall.

What are the chances Fiserv gets acquired? I mean at this point that’s probably the only thing that’ll raise the stock price. Maybe a hostile takeover?

Unless they get the stock above one dollar August 13 is 30 days under one dollar which will trigger the New York Stock Exchange the listing notification. I’m sure before then they’ll try something crazy to try and prop the stock up quickly above a dollar before it falls again I imagine all these layoffs are to project a forward, looking positive statement during Q2 call to try and get the stock up briefly.

Hear ye! Hear ye!
Be it hereby proclaimed and decreed:
Henceforth, all North American employees graded L05 through LG99 shall begin each working day upon the floor of a Walmart, Kroger, Albertsons, or Publix.
Thus shall our customer service be mended.
At no added cost.
With shelves ninety-nine percent in stock.
Put thy money where thy mouth is, Rammmy boy!!!!
Imagine the great horror that shall befall the host of idle office folk—forced at last to throw a case… and perhaps even grow strong!​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Well, guys, I was offered a severance package today, and I didn’t take it. HR told me that if I don’t accept it, I’ll most likely be laid off in mid-November during the next round of layoffs. They gave me until the 18th to make a decision, and honestly, I don’t know what to do anymore.

I was able to review the package, and it’s 11 months of pay. I also get to keep my stocks. It’s a tough decision.

When is the next payout? Is it really October?

Why is the stock price down $8 today? Earnings call? Please explain.

I NEED CASH BABY! Xerox Sells $105 Million in Tariff Refunds For $80 Million in Cash to Pay Off Debt, Stock Rises to $3.45.
(Google this)

Our Stock will again crash in Last week of August or in Second week of September again, so be cautious and double careful

I mean a $13.61 to $27.12 is a pretty good recovery.

Let me tell you a couple of three things: forget the excuses, forget the value Lyons managed to erase, and forget the corporate incompetence that put Fiserv in this position.

Takis took that stock—weak, embarrassed, wandering around like it had no leadership—and brought it all the way back to where it was before Lyons left. Frankly, it’s an honor to be surrounded by shareholders who still believe in execution, discipline, and making money—and not incompetent executives like Lyons, who should’ve stayed in whatever management-development program he crawled out of.

The future? I’m optimistic. Takis has restored respect, restored confidence, and most importantly, restored the stock price.

As far as Lyons is concerned, my estimation of him as an executive just plummeted.

While employees wait to find out if they’ll have a job when the VSP determinations settle, and the layoffs ensue, here’s what Centene’s top leadership has accumulated in company stock.

Executive Approx. Stock Value 2025 Compensation
Sarah London (CEO) ~$78.1M ~$21.6M
Drew Asher (CFO) ~$48.6M ~$10.3M
Chris Koster ~$23.1M ~$8.2M
Fred Eppinger ~$23.0M ~$0.6M (Board)
Ken Burdick ~$17.4M ~$7.4M
Susan Smith ~$13.7M ~$6.8M
Michael Carson ~$11.5M N/A
Tanya McNally ~$8.3M ~$5.8M
Katie Casso ~$7.2M ~$5.5M

Meanwhile, thousands of employees have spent months wondering whether VSP, layoffs, outsourcing, or another reorganization is coming for them.

We hear a lot about being “good stewards of taxpayer dollars.” We also hear that “when the business changes, we need to change with it.”

Fair enough. But stewardship shouldn’t only flow downhill.

If employees are expected to absorb the uncertainty, workload, and career disruption that come with those changes, it’s reasonable to ask whether leadership should share more of that burden too.

The numbers above aren’t opinions, rather they’re from Centene’s public SEC filings. The contrast between executive wealth and employee anxiety is what people are reacting to.

After DCAI layoffs announcement, where else can we cut? We need to cut more to stop the stock sell off madness.

Why did Intel's stock drop by $50 over the past month?

It was 140$ now 91.55$ within a month

Pump and dump after cashing out....

Deeper employee cuts must be made, shareholders are not going to tolerate the stock price continuing to erode. Quickest way to recover short term is to cut headcount, Wall Street loves to see operating cost reduced.

On scale of 1-10, how bad did Enrique fumble the Stripe deal? And how bad will our stock crash on Tuesday? Im wondering if I should just cash my vested RSU’s now before even bigger losses come.

Pretty much was biding my time and hoping to get rif'd last year. Collected my max severance pay and cashed out 30 years of stock at it's peak of $345. Retired now and living my best life...thank you Oracle and sorry for those of you sticking it out at the current stock price..

AT&T and TMO are also up. Look at the history of these telecom stocks. They go up when the other equities go down due to market risks increasing (wars, rising oil, etc.). Grandma clutches her pearls tighter and moves her money to utilities. She'll move it out of telecom when she thinks the risk is less, and VZ will then continue it's slide.

Because of stock dilution

AT&T stock gains 5% today due to increased RTO and confidence in CEO Stankey's leadership going forward

I understand senior management milking this whole game of grabbing cash till it is gone. I also understand older employees staying until social security is close. Perks of vacation time and free travel to events must be great for them. But, how is any second tier lien holder of this debt calculating they will get all their money back?
With stock dropping causing loss in investments and the REAL debt being said it would be closer to 9 billion, what bank would possibly feel ok with this?
Could someone explain this? Are there hidden advantages here somehow.

Did you see stock post earnings? Where is this going?

stock sinking why CEO's nut heads still around? As a stock holder i want them to be fired for their lousy job.

This guy is so full of it. Now he’s saying he’s going to transform central offices to data centers he’s full of it and no one believes him. Stock will go back down next week

What stock price are you guys predicting after earnings ), stocks are already going down

There were so many of them a few weeks ago. "So proud to work for this company" followed by an image of the stock at $320. Not just execs either (probably the same people that comment on W3 blogs). Radio silent now.

https://www.prnewswire.com/news-releases/ibm-investigation-notice-ibm-product-slowdown-and-25-stock-drop-trigger-securities-fraud-investigation-302830348.html

Hmmm Maybe something is afoot. Usually by now the earnings date would of been announced. Perhaps there is something that is just taking a little more time to draft and run by the board? We have been distancing our earnings to get far away from Insight's earnings to avoid dragging the stock down, but this seems quite unusual. They su-k and so do we, but what do you all think? what's the word? where's the beef?

As a prior employee who was laid off over a year ago, I have to admit that from a shareholder perspective who was fully vested with ESPP shares for several years, it appears that the moves that NetApp is making has increased my account value significantly. While I didn't appreciate being cut from the company, I am enjoying seeing the company make me money while I'm sleeping. Cheers and best wishes to you all!

Fair value for aero based on P/E could be as low as 180’s. How does your 401k like them numbers?

Is the stock dropping because Sassine made a really d-mb decision?

They board named a renegade cowboy for a reason. This is going to catch people off guard and make the stock break 55.

https://www.cnbc.com/video/2026/07/15/bny-ceo-robin-vince-goes-one-on-one-with-jim-cramer.html

Granted this comparison is Fin-tech vs Telco; but T stock has actually dropped under Stinky and this company’s stock has risen 290% since this guy took over… Robin Vince is doing SOMETHING right…

Stinky’s resume speaks for itself; stock holder devaluation, losing biz deals, failed ideas, failed vision, nearly zero respect from the employees and even losing respect of “The Market” he seems to favor. If only T could get a guy like this at the helm!!

When will our stock will hit $500? Any idea!!

What is the severance for retail this time around. What is the minimum and what is the max. Do you get all your stock, including what hasn’t vested?