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  • Why Xerox (NYSE: XRX) Needs to Recapitalize

    Published: May 29, 2012

    While the investment thesis is attractive on a stand-alone basis, I believe the “low-growth” nature of the business and the paltry dividend yield leave the stock in “equity mandate no-man’s land” with the potential for an extended period of “dead money”. “Growth” investors are uninspired and “val...

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  • Why Xerox (NYSE: XRX) Needs to Recapitalize

    Published: May 29, 2012

    While the investment thesis is attractive on a stand-alone basis, I believe the “low-growth” nature of the business and the paltry dividend yield leave the stock in “equity mandate no-man’s land” with the potential for an extended period of “dead money”. “Growth” investors are uninspired and “val...

    Read More »