On Tue, 2008-09-02 at 11:07 -0700, Perelman, Michael wrote:
> Theoretically, shareholders might be interested in profits, but given
> the rapid turnover of stocks, you might be forgiven for thinking that
> shareholders are interested in stock prices. 

Theoretically current stock prices are to reflect estimates of future
profits so there should be a strong connection between the two.

In this debate there are two real issues to look at:
- what firms should do with their profit (political choice)
- what are the tax treatments of dividends vs share buybacks (close a
loophole for fairness?)

I would love to see academia have a serious look at the second point.

But shooting down share buybacks on "speculator are bad" ground is
just misinformed.

Laurent


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