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Re: malvern post# 3665

Thursday, 03/05/2015 5:07:14 PM

Thursday, March 05, 2015 5:07:14 PM

Post# of 8579
If Kyle Winther writes the same cogent line of thinking that you've presented, focusing on the fact that the dollar growth of sales is not the driver of the bottom line as much as it used to be (given the transition to self-manufactured products rather than re-sales), that will tend to lift one of the clouds over the stock. The question will then turn as to why Kyle might not have presented that line of thinking earlier - and what else might he present sooner rather than later, as the market generally tends to presume the worst about uncertainties.

Thanks, good discussion on a discussion board is not to be taken for granted anymore.