I think some people are better at understanding "signals" than those who focus solely on historics. There's something to be said about an even combination of approaches in evaluating whether you invest or don't invest. Take YD for instance - he plays on the fringe of histories, be he knows this has the potential of exploding - he also knows the management team has been there before, and he also knows they were victims of the bad economy in late 2008 that drove thousand of companies out of business, even their former partners like Master Lock and Honeywell cutting back their work forces and cutting out innovating programs, just to keep their own doors open so I get it. He doesn't see what some of the rest of us see, and thats fine for him. He hasn't invested, but he is looking for information that fits his investment criteria, and RXSF doesn't meet that.....yet. In one sense, I completely get him. What I don't really get is what he is doing here other than he finds this to be an amusing exercise in the battle of wits, experience and knowledge. He is just a much harder sell. I am sure there is information about the company that would help him make a decision, but that information is probably strictly inside information, and proprietary to the company. To each his own.
But the real game here is whenever someone suggests a positive aspect of the company, he views that as lying, and hence, he takes it upon himself to set the record straight based on his own analysis, or actually lack thereof. After 2000 posts here, not once has he pointed to the size of the markets, recognized the financial problems facing healthcare because of these issues, and how this company's innovative products address and in some instances, would resolve those problems.
Only someone who DOES NOT hold a position in this company can so vehemently try to argue the counterpoints here in a way as to not analyze the ,markets, the costs to healthcare directly attributable to the problem of controlled substances, and how this companies products work at reducing costs, liability and even death - even though there are hundreds of government and healthcare studies to support what the company is attempting to do. When he is invested, he will most likely stop, because any negative inference he would then create, would have a direct negative effect on his holdings here.
Until then, he is playing with YOUR MONEY - remember THAT!.
