I certainly like EXM, but over the coming several months believe that CFK has the potential to be the better performer.So I sold all 12K of Excel for a decent profit and increased my CFK position with half the total cash. Not sure what I'll do next, but a trip to Sacramento and Lake Tahoe begins tomorrow, so I won't worry about it.
I'm kind of upset at seeing you pumping EXM on a few other boards that I visit over the past few days and now you've suddenly sold off your entire position. That's very self-centered if I may say so myself, but whatever, it's your money. I know not to follow any of your recommendations anymore.
I didn't sell because of anything negative about EXM, but I wanted cash for CFK and some much needed diversification. I've advised my relatives to remain with EXM, so I'm still positive about it. And Excel's closing price is better than my sale price, which may say something about my timing.
It looks like there are more than few on this board who push their own agenda and change their sentiment on a dime. Quite funny if you ask me as these individuals think they can influence stock price movement.
Actually, I wasn't even familiar with LSS. But if I were (and it's certainly a good company) I'd still have rolled the dice on the much lower priced CFK. They're in the low 8's rather the more conservative 50's. So I believe the chances of a 50% pop or so in an obscure, low-priced company that reports a strong record quarter (coming up in two months) with more to come are greater than with a more substantially mature firm with a SP that's six times higher. My conceit is that I'm playing the smaller players as much as the stock. (Maybe this is vaguely analogous to bluffing in poker, but I've had it work before.) From a purely longer-term investing standpoint LSS has a stronger hand than little CFK. It'll be interesting to see how they stand, relatively, by Halloween. (Maybe I'll have egg on my mask.) Ultimately, I'm either irrationally playing he market or I'm effectively playing an irrational market.