This validates SODA model, just loaded the boat at 31.07 after hrs, shares going in the vault, never see them for sale this decade. (ok a little boat, but a lot for me)
I pray that SODA stays independent and true to its mission.
granted not the best news, but, I have a little different take
the longer machines or equipment are used, they will still need filters, maybe even more as the machinery does not run as efficiently due to age
this is what I love about DCI, in my mind may see even more demand in weird way during times of companies not buying new equipment, or economic slow downs
oh well, the way I think anyways
side note, loved the sell off today, added to my long-term position aggressively below 39.50
I am in for the long haul. But from a technical perspective 53 was the downward target on the P&F charts. So a break through there, could bring lots of technical buying, That combined with a compelling valuation could cause a squeeze. 56-57-and especially 59 need to be taken out.
agreed, on the mgt part, I just want them to execute the business plan, been doing a great job
valuation and returns for the stock price will take care of themselves over time
just need to know what you own and why, what price per earnings you are willing to accumulate & hold at
nope not looking for wild
just acquiring what I believe to a be a longtime growth story and starting at a good valuation point
just my opinion of course
I have been watching and waiting for almost 7 months. Got in at 47.88 today.
Starting slow and only have about 1/4 of my long term position on, will build out on further weakness, spreading my buy points way out.
I love the long term opportunity, planning to be a holder for many years and hopefully decades to come.
That being said, i expect a bumpy ride going forward, probably more weakness and extreme swings for the next several years. It is not for the faint or heart, and much wilder then a stock i normally own.
just way too expensive, great co, just paying too much for the level of growth, yield not anywhere close to enough protection at these levels