Cavico Corp (fka CAVO)

[gedden]

WSM,

I heard about this stock on another board. I bought it because of the chance to buy into the growth in vietnam.

I would say that I was seeing this as risky already then, and I did not take a large position for the same reason.

Now, I am thinking, that with a presumeably respectable construction company in vietnam in one end, and this certificate printing machine in the other end, maybe this link between the to entities might not be so real after all.

I wanted to hear your thougts about the possibility. And I think John explained very well how these things work.

I am not in the habit of selling just because of a little negative price action, and I am prepared to wait it out.