Sunday, February 25, 2007 8:24:14 AM
I'm into DFNS, which is trying to be another FRPT, as they just announced armored buses along with their armored vests. It's one to look at and it's fully filing, Israeli based.
HMSG, of course, in pinkie land, has the uncertainty and inherent red flags, but the dilution has been relatively moderate and the management does seem to be honorable and shareholder friendly, former military men, who seem to be on a mission in many ways. I tend to put more into plays like DFNS because they are not pinkies and are fully filing, even though the excitement of pinkies has more "action." That is the 2 edged sword as a stock like FRCP/FRPT could easily have gone to almost nothing after the reverse split. HMSG has been quiet in the promotion area and I believe that is preferable in one has any type of long term perspective in pinkies. The typical pinkie relies more on promotion and fast runs than patience unfortunately. Hopefully, HMSG continues to show us "performance" rather than "promotion."
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