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AMCOL International Corporation Message Board

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  • steve.helton steve.helton Jul 24, 2008 6:12 PM Flag

    Q2 Earnings - July 18, 2008 - CC 11:00 AM

    Algo, I sold about 1/2 of my ACO this week for repositioning reasons, but hope to get back in later this Q at the same price. Who knows. AEHR cost me a few dollars this week, but I still think it has a future. I also sold about 1/2 of my Dorman. The price action makes me nervous.

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    • Steve, as to ACO, I think they will be OK for this quarter. I also have to acknowledge that when the US foundry industry was in sharp decline, ACO managed to do OK: their customers were not the ones going bankrupt, and they increased market share.

      As to DORMAN, I have been selling into the rally, which could be a big mistake, but you would think that if there were a takeover there would be some acknowledgement. Maybe one of the Berman's is ill or wants to retire.