And I can poke holes in the snow further than either one of you,
Did you guys bother to read my previous post about philosophical differences?
Mo if you refuse to accept that contrary opinions can carry a grain of truth then you invalidate your own contrarian views.
Sailing it sounds like you do not belong in ChemBio so present your opinion/analysis & move on to a more productive use of your talent.
Go look at EW & make a bear case (I'm bullish & would love for someone to stop me from enlarging a mistake...)
I heard they were going to use the extra space to open a topless joint with a fully functional champaign room!
The plan is to let patrons administer DPP tests after they've had 5 cocktails & to use the data on the CLIA waiver application.
Then they'll start compiling a database on the test outcomes for the girls...
Whoaa; wait a minute, does ChemBio have a database of test results with anonymous user data & could they structure a program to allow test administrators to enter field data which may become useful to some enterprising data miners?
Nahhhhh; but I like the Hotties in the Champaign room idea!
Tell all you friends!
I'd like to see this go back to $60 so I can double up.
Not interested in selling what I already have.
Maybe in another 10 years...
So Susquehana stays on the sidelines until glass pricing gets more clarity (pun intended.)
Does that mean you follow their analysts every word?
The point is; people make decisions that are contrary to valuations given by the market.
Buy/Sell/Hold blah, blah, blah (a recipe for mediocrity...)
I don't like Corning as a long term hold (highly cyclical.)
I bought around $11 and change & will hold until pundits instruct the sheep to buy & then I'll sell.
That being said; they have introduced innovative glass product many times in the past after their products had been somewhat commoditized.
I searched Exame & various blogs for "Eike Batista escondido" & various conjugations of "to hide" & read a few funny commentaries but nothing about a reward "recompenção" & I doubt if finding him will make any difference.
You can't get blood out of a turnip even if the turnip is full as a tick...
There appears to be a philosophical difference which keeps the StyxSongGuy & WiggleWatcher at odds with each other.
Wiggly is a proponent of microcaps which tend to possess characteristics which scare Graham/Munger investors to death.
Tight budgets & HR
Spotty historical profits/cash flows
On & on ad nauseum...
Styxie likes a solid/predictable flow of free cash & an experienced management team with a proven track record.
IMHBFWO (in my humble but frequently warped opinion) the 2 styles of investing will ever be a point of contention between individuals (Wheel gun or automatic? Cold or room temp ketchup? Missionary or doggy?)
I am long a mere 500 sh of CEMI but prefer companies with the aforementioned proven past & really like the ones which are now doing the same thing they were doing 10 years ago with evolutionary changes in products & services along the way (and a smattering of revolutionary offerings with the potential to replace dying lines.)
That being said; my tiny stake in CEMI says that I believe they have something worth me taking a chance on losing a coupla grand.
My most recent choice in the long strong & proven yet misunderstood by Mr Market category is Edwards Lifesciences (not a tout; as a matter of fact I want EW to take a dive right now so I can double up under $62.50)
Read my posts on the EW forum to see my thesis...
The dreaded "double top reversal"
That's either a WWF move or an ice skating trick.
In either case; you're either a woman or light in the loafers for watching that kind of stuff...
Blue Grace, Freight Quote & Coyote all appear to be privately owned.
I did a quick G search for freight logistics & vaca sagrado there's a ton of hits.
My only experience with transport companies is the one I work for & all I do is tow drilling rigs & run deck cargo.
I'll continue reading up & see if I can turn up some potential acquisition targets.
I gotta learn a bit more too; before I invest (how exactly do these companies do what they do...)
Thanks for the response,
Cheerio, WineCountry, WiggleWatcher & RickyDontLoseMyNumber -
The bearish thoughts presented here are a boatload more intelligent than those I see on most forums.
For example: Today I take this stock down (and various vague insinuations of weakness in the stock without regard for the actual company...) blah, blah, blah...
Sounds like there are a lot of thoughtful individuals here who are struggling against confirmation bias which is perfectly normal.
I would love to continue discourse with each & every one of you over the next ten years about other equities.
I believe that togeather we can help each other to make good & proper long term investments!
I haven't done it yet but am going to look at everyones activities on other boards immediately after this post in an attempt to generate some new potential investment ideas (new to me that is...)
Who at ChemBio does the hobnobbing at fundraisers & WHO type events?
Is it that Riordan guy?
He's a relatively new hire isn't he?
Do we have any multilingual individuals on staff?
The only thing Labtest has on their site for HIV uses serum plasma & whole blood.
That's not us is it?
Minas Gerais is an odd place for them to be located.
I'd think São Paolo or Rio...