RE: David Mason on ROBtvI thought that was a very good interview. The only criticism would be his note reading when blurbing the company itself. Completely excusable and, in a sense to me, reassuring. I think it may be reflective of the fact he is more interested in the subject matter of his job than the spinning of a "story". He wasn;t trying too hard to be a salsesman, or exude that sometimes errie demanour of a slick willy. He was not shy, to his credit, about trumpeting performance.
My pesky and ingrained cynicism requires that I presume at least half the people on TV are either feeding me a line or not the brightest of the bunch that I should be listening to for starters. I figure the best you can take from one of these interviews, if you are not already familiar enough and confident in the company, is a "gut" feeling baout the guy. I watched the Damien Reynolds interview on ROB a few days back before the bottom dropped out of Longview. Without intending to criticize the other; I got a better feeling from this guy.
I came into this one last fall so not to sure if you all have read this one, but I re-read it tonight after watching the interview...some may enjoy the refresher while some may be interested for the first time.
https://www.eresearch.ca/_report/AUL_030306.pdf
Hard to figure out how "explosive" AUG could be....some here have likened it to a mutual fund and with that number of holdings I suppose it has some similarities but also some difference...not suggesting it can't or won't go up, or up a lot...just wondering when the law of averages kicks in or determining performance expectations compared to an individual equity.
Anyway, I'm in twice and looking forward to a third now.
Cheers.