A review of management performance at 20 Specialty Finance firms asked market insiders about the ability of management teams to create shareholder value. Very forward looking, in terms of their capital planning. Good expense control, good strategic position in the company. They are just stellar. They've made a couple of key acquisitions, which should help the company grow for years to come.
Heller continues to be one of the specialty finance companies with the most promise.
In terms of the business, it's worth a lot more on a private take out scenerio than it is as a wholly owned company. But it makes an excellent addition to some of these companies, but as a stand-alone basis, long term, it probably doesn't survive. The Wall Street Transcript is a premier weekly investment publication interviewing market professionals for serious investors for over 35 years. TWST Online provides free Interview excerpts. The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.