Lumine Group Inc V.LMN

Good Answer

[retiredcf]

My favorite holdings LMN and DRX are lagging behind recently. It seems that LMN has a significant insiders selling over the past few months and DRX has a customer concentration risk issue. With the current negative momentum, do you see any red flag for concern or a good opportunity to buy more with new cash ?

We do not see any real concerns other than what has already been discussed in this question or with posted comments. We continue to have high confidence in both of their growth profiles. We would be OK continuing to accumulate either. (5iResearch)

[Tiger131]

I'm by no means an expert and have no inside knowlege but unless someone knows something I don't.. nothing has changed fundamentally with this company. They seem to follow in the Constellation pattern of less talk and more mergers when the time is right. The insider ownership is still high all things considered and I hope they are just taking some well deserved profits before years end