Forwardly Inc (FORW)

[Carter]

Well said Bull - my sense is... any good business person is continually re-assessing his or her business: what the best next steps are, gauging changes in the competitive landscape, looking at new oppty's for additional revenue streams, etc.

Over the past year we've seen not only Guard Dog's customer-facing business evolve (internally funded website improvements, certifications, payment options, spokesperson, marketing, etc.), we've seen how CEO Watson communicates and sets expectations with shareholders evolve.

Fairly significant developments which used to get PR'd are now relegated to IR-page announcements, shareholder letters, or not communicated at all - as they're self-evident just by viewing the website.

What does this tell us?

A few things probably, but in my mind it's an indication that Watson is looking at the business a bit differently now. As the company has now achieved many of it's shorter term goals and is increasingly closer to capitalizing on its potential, it would seem Watson's vision for where this is going has expanded.

He's not only raised the bar in terms of what shareholders should expect from PR's - but if you look at certain "corners" of the website you can see other signs of an expanded vision for GRDO being methodically planned for. (And this has been said before, but it bears repeating: he has come through enough times now that his actions and statements - where he sees the business going - deserve to be taken seriously.)

- business will be pursued globally
- growth plans include signing multiple corporate deals
- based on the various accreditations, he's planning to position Guard Dog as a viable player in multiple industries - not just within real estate.
- he's planning on full-out radio and TV marketing, in addition to the intelligent use of targeted web advertising/marketing - as budget allows.
- indications of peripheral services being added to Guard Dog's offerings.

All of this should be quite reassuring to the longer term investors in GRDO, imo. (well, actually shorter term players as well - as by all accounts this house is gonna be a-ROCKIN' come January...)