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Re: varok post# 52857

Thursday, 12/03/2009 11:22:16 AM

Thursday, December 03, 2009 11:22:16 AM

Post# of 103340
Varok-Nice analysis, very cool headed and objective.

I think the basic problem with the market cap/market's valuation of Expo is that no one believes the CEO's projections anymore. I'm not saying he won't hit them, but so far, he is constantly revising downward and the market sees this as a thorn in its side going forward. It is MOST important for JD to hit or exceed a forecast as soon as possible. This is the only thing that is going to turn the tide positive for the PPS.