Cavico Corp (fka CAVO)

[john302]

Good point about some OTC stocks in 2000, but my OTC portfolio has never, ever been affected by general market conditions. My large cap stocks will generally tick up or down based on market conditions though.
Besides, how many vietnamese holders of CVIC.ob do you really think there are (outside of CVIC owners)? My guess is not many, and I'd think those guys would be the most inclined to sell on a crashing Vietnamese market. Even the IR rep didn't mention the Vietnamese market, which would have been an easy excuse for him.
We'll have to agree to disagree, I really don't think cvic's decline has had anything to do with the vietnam market though. But anything's possible, I'm not being dogmatic about my opinion. Hopefully by the time the next filings come around we will have some answers :)