Savvy Trades and Investments

[BTuna]

Re CSPI

I still hold, but I think their lack of a big win with Aria has worn thin on most investors and that warrants the current share price. That along with the uncertainty in the cruise ship industry AND headwinds in their managed IT business related to Covid with more people working from home.

I don't think you could make up a worse position to be in for an IT company going into Covid than CSPI.

Management is important to me though I think for the most part this is a smart team and they are small and manage costs extremely well.

Even without Aria, I think their unified communications as a service segment will be a good backbone for the co. moving forward.