RE:RE:RE:good run of lateI don't agree on China concern to be honest.. The only concern I have is their Bombardier exposure as you never know what will happen with it.. You are correct on EPS so next few Qs will give us better understanding of the company after acquisitions.. Forex is bit pain in the @rse but every international company has same issue.. I really like the latest acquisition btw.... I always look to add at low $2s.. I am not a seller at this level either.. I think this company has good potential.. solid insider ownership and mgmt team.. CB
mjh9413 wrote: I am NOT bashing but this was mentioned on another BB and, since I had looked at it before (a couple or so qtrs ago when it had a high eps), I came and re-looked. I was reminded why I did not follow closely: it may seem peculiar but it is that they are contractor to major North America space industries but have that factory in China...that scares me for possible national security concerns arising. I see also that the high eps qtr remains exceptional plus the latest qtr is inflated by a "Bargain something or other" over $1.6MM which I do not find an explanation for, leading to the $1.8MM stated profit. Also Photoetch was hardly a contributor even on proportionate basis. .I'll come back to see if someone can abate my concerns but Good lLuck to whoever is long