Value Microcaps Motherboard

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wade, re AEY

I trimmed some shares today as I'm a little worried about the late reporting date. Don't think they'd be sitting on a blowout quarter for this long. Reporting later than last year, and the year ago Q4 was ugly. Someone said the auditors are taking more time. Maybe. But a couple of years ago they pre-announced a strong Q4. Why no pre-announcement this year?

Hoping they still post a .15-.20 quarter as I'm holding a sizable position into earnings. Love the easy comp. But AEY was my largest position earlier this month...so I didn't want to risk a big hit to the portfolio (had enough of those lately) if Q4 only comes in around .10. Besides if I sell enough, it'll guarantee a fantastic report!