fullcourt,...the post that you mentioned here are worthless for the most part, since they attempt to place CRN as expected since they are in the CRN board ahead of the best company of the 3 WHC. for the following reasons: 1. WHC is debt free, CRN is not 2. WHC is International, CRN is not 3. WCH parent company has more experience in the business than CRN, PZN, ETC. (all put together), and that my friend is the bottom line.
I agree with you that the CRN posts were so biased toward CRN as to be worthless! However, it seems that EVERY stock in this sector is grossly undervalued now. My chips are bet on WAK and WHC, but PZN, CRN and CSCQ must certainly be good long-term investments now. Short interest is 7% of the float in WHC and an incredible 37% of the float in WAK. The rallys in WHC and WAK will be furious when they come - fueled by short covering. Both stocks are like a compressed spring waiting to explode. Why doesn't some value fund manager just buy some and get the ball rolling?! Are they ALL idiots? If the shorts in WAK all tried to cover in the same day on the open market the stock would go from a 52 week low to a 52 week high!
Marc,...just took a chill pill after my last posting, and is OK by me to be upset about WHC performance but this is a malady of the sector not to be confused with with a change in fundamentals, there for it is a matter of "expectations" and historically the strong stocks get stronger and the weak get weaker douring annual clean up of portafolio at this time of the year, no surprise there. Technically we are just a few weeks from turning neutral and then we in time by next year turn positive once again and when we do is going to be real good, that is also my prognosis, but again I have been wrong on this baby all year long...(smiles). Money right now is going in to technology as you can see by following a chart on "QQQ" index of the top 100 Nasdaq companies, this should continue for some time till December 15th., beyond that my guess is that it will our turn at bat.