Mauldin on ALD conversation this weekend ...
I read the stuff written about ALD over the weekend, and thought it would be interesting to ask John Mauldin directly what he thought of the stuff being posted. His reply ...
Rich,
I can assure you I am not setting up supply for shorts. ALD is a reasonably solid company, which now has even better yield and earnings. I am somewhat mystified by its dropping 15% or so. It has rebounded but is getting hit today, as I guess everything is.
In any event, I don't see how my mention would help the shorts. Just the opposite, I would think.
Not having advance knowledge of the short run, I mentioned ALD, only to watch it get attacked. If I had known, I would have waited. I really don't like something I mention to go down.
Thanks for letting me know what the BBS guys are saying. I guess I should be flattered they think I can move markets.
John
