RE:Ocgonow and the Bridge
NobleHouse wrote: Well said on both your posts , if it is good enough for Amar Doman to own millions of shares when he could most certainly diversify , as he takes a lot of his money annually in shares , then it's good enough for me.I don't own many individual stocks as l have repositioned into a number of sector specific ETFs but this is one l still own. I will say this , when Amar considers another aquisition , l would hope he would consider TSL , a good fit that would diversify DBM even more.He tried once , and there have been many opportunities since.Tnat with soon ,(hopefully) interest rate cuts and that fact he is also on the BOD and a major shareholder would make complete sense.In the case of TSL it would mean an alliance with a much bigger and better run company and a div increase for TSL shareholders.
Amar is a smart cookie I will leave it up to him the other thing that shows me how well run this company is , is how they missed on revenue this quarter but still beat on income. They are able to quickly reases inventory levels etc and beat profit