Positive Analysis From TPC - Hold on and Buy More!Vecima (VCM.TO) posted excellent third quarter earnings last week that propelled the stock up 10%. While revenue was only up slightly, profits were up a lot more as the spread between the selling price and cost of its stuff widened. Gross margins were 52%, up 800 basis points from the year-ago period. EPS was 15 cents, compared to 9 cents. Cash stands at $42 million, or almost $2/share. We still think the company could monetize more assets this year, particularly the rural Saskatchewan Internet service provider, which might be worth almost $1/share. The company is still building out the fleet management business, but it too is a hidden jewel on the balance sheet that could be monetized down the road. So we still think the stock is worth $8, maybe a little more. We're up nicely in a short period of time, but hang on to your stock for more. This stock is going higher and we expect a dividend/distribution later this year.