What a painful day.
TVIN/MMRK: I have held both of these for quite awhile, but they were both disappointing and I think it is time to part company.
ASPN: Although the way they packaged the PR was admirable, the bottom line is the oil well is gone and I fully expect earnings will be disappointing for the last quarter so I am guessing after earnings it will drop to around $4. Obviously the weather and NG prices are a wildcard that could change everthing, but that doesn't look likely in the short term. I reduced 10% of my holdings at $4.75 a couple weeks back and I think I will ride the fall/winter with what I have.
MDF: Although I still like it long term, the discussions of the stalled HMO growth and unlikely increases until November may mean a slow decline from where we are today. Earnings of something north of 3 cents coupled measurable improvements in MER and firm announcement of additional counties could counter the slide somewhat, but the break-even point is probably at least 6 months off. This is especially true since I expect the new counties would increase costs somewhat. This looks like patience will be the key, although recognizing the risks I am seriously considering a reduction of my exposure to this stock even though I like it alot.
Needless to say, these 4 gems have darkened my performance somewhat over the last few days...LOL
AI
