Just read through the cc transcript. The Tieton guy asked some rather interesting questions, nice to see such candor.
Seems to me that LoJack is teetering on the edge of some big successes. Hopefully the new team is the right one to pull it off. If they get Brazil arbitration out of the way this year and execute on their product/marketing plans, this could be a heck of a good stock in about 18 months.
Good to see you sniffing around as well. Also sort of nice to be on a quiet board.
I want to add to my LOJN holdings but I think I'm going to wait until after the Dec quarter is reported. Based on what they said in their last earnings PR and guidance issued, the Dec report will not compare well to a year ago so there could be a dip...but hard to say with this stock since it trades sort of erratic. They also have a big share buyback in place and active.
The one issue I do not know how to factor in is the lawsuit/court stuff that is supposedly going on in Brazil. Some say it could be devastating if it goes against LoJack. I haven't a clue though.