09-19-2015, 01:01 PM
Combination of a lot of things.
What is the length of tenure the management team has had at the helm of the company?
Have the metrics of the company improved over the lifetime of the existing management?
Do you agree with recent changes the management has made? Are they using excess cash wisely in the form of buybacks, special dividends, acquisitions, debt repayment, etc ....
I personally take the time to form a more subjective opinion of my own by reading through the earnings call transcripts every quarter. Recent example: http://seekingalpha.com/article/3371245-...transcript
Does the management field the questions head on or do they dodge and deflect? Are they straight shooters and tell it like it is or is everything spin? If the tone can't be told from the transcript I'll take time to listen to the earnings calls. Is management incredulous and smarmy or respectful and honest.
What is the length of tenure the management team has had at the helm of the company?
Have the metrics of the company improved over the lifetime of the existing management?
Do you agree with recent changes the management has made? Are they using excess cash wisely in the form of buybacks, special dividends, acquisitions, debt repayment, etc ....
I personally take the time to form a more subjective opinion of my own by reading through the earnings call transcripts every quarter. Recent example: http://seekingalpha.com/article/3371245-...transcript
Does the management field the questions head on or do they dodge and deflect? Are they straight shooters and tell it like it is or is everything spin? If the tone can't be told from the transcript I'll take time to listen to the earnings calls. Is management incredulous and smarmy or respectful and honest.