Savvy Trades and Investments

[littlefish]

CNRD- I was due for a big miss. That Q4 sucked although my investment thesis is looking to the coming quarters and not last year’s Q4. They sure threw in a whole lot of kitchen sink into that Q, if things don’t improve dramatically in May report then this will have been a big fail.

“Bid activity has been good and we believe the jobs we have recently signed include lessons learned on previous jobs, are not as complex and are better priced.”

Better hope that starts showing very soon.

Steel prices have been coming down since January but started the year off still elevated.
Oof. Gonna leave a big mark tomorrow probably.

All in my opinion only.