Apparently there's no evidence ......That Albert Einstein actually said " the definintion of insanity is doing the same thing over and over again, but expecting different resuts".
It's still a great quote though and it dovetails nicely with ROI's dogged product placement in a market that repeatedly fails to deliver year after year after year in fact...ROI has had pretty much the same results over the past decade or so.
At this point apparently there's also no evidence that ROI will have material growth for yet another Q in this long string of self-same Q's.
That being said, ROI still looks like a great business. In fact, it's proven to be a solid if non-growth business in it's self-appointed market.
Like many cashflow positive companies before it that have hit a wall, rather than fold'em and sell itself, ROI could also consider adding real value by giving back what it isn't using to grow.
Lots of cash on hand from Q to Q can easily be used for special dividends..How about a quarter of a penny per Q? Maybe start with a surprise payment to add s/p value and to gather some outside market interest and then make it a regular thing?
Fractional payments could also appear to be somewhat like a defacto consolidation but provide a value-add outcome rather than the opposite.
dyodd
knowsjack