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gilead23

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gilead23

Re: larrybaz post# 77166

Thursday, 09/17/2020 8:31:37 PM

Thursday, September 17, 2020 8:31:37 PM

Post# of 112282
Jrsh that’s fine

I’m patient and it will give me a bit of time to dig deeper. My concern when you first raised this was customer concentration, but with capacity so well booked that concern lessens for the intermediate term.

Which leaves me with a company trading at book with a sexy PPE angle, a nice growth history, and what are likely to be some stellar numbers in the near term. Also pays that solid divvy. I’ll probably wind up buying more.
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