Expo Holdings Inc. (EXPH)

[fourkids_9pets]

i think it's really important for
folks to listen to the CC .. even
if they've *heard* it before ..

pick up on inflections in jd's voice

words like *significant* .. *recurring*
*conservative* .. *under promise/over deliver*
and a few tidbits .. like gov't contracts
some bid on .. not included in the forecast

again .. it comes down to jd's knowledge
of his customers .. he takes full responsibility
for not knowing about the market conditions last
fall .. those are almost the first words out of
his mouth .. i don't know about anyone else .. but
that tells me all i need to know about this man as
a ceo ~

100M is for full penetration ..
it's discussed at 2 points at approx
the 6 minute mark on no. 3
and the first minutes of no. 4

Part 3,

Part 4,

--
4kids
all jmo