Post by
TickerTwit on Nov 06, 2019 2:46pm
A good report
A couple of things stood out for me:
(1) Improvements in ECR. I think the overall ECR picture is now the best it's been since I began following AD.
(2) Expectations for some small investements in the next six weeks.
I'm hoping for a dividend increase in early 2020. I think they might do a tiny one for optics, but with the payout ratio where it is now, item (2) could tip the scale for something more sizable.
Comment by
nedstar71 on Nov 06, 2019 4:19pm
Huge volume and nice performance today. Still significantly undervalued as far as I'm concerned. Management here deserves a premium for the way they've navigated through some of the more challenging partners. I missed the CC but will listen to it later.