AI
I am not good at guessing these things and that's all it would be at this point. I tend to be an optimist too so I wouldn't want to disappoint (the 7 
) others if my guess is way too high . I wouldn't strongly disagree with yours or gilead's numbers though I hope to do better . I would like to see a couple things though:
1) GM's in 32%+ range
2) EBITDA in the 7 million+ range
3) Them to reiterate being on track to eliminate the debt by year end.
4) Hopefully no big one time charges.
I wouldn't be shocked to see them announce a small buyback. Personally I tend to only like them when they are meaningful (such as say 5% annually) but it may give the stock a nice cushion. I would prefer them do a couple of acquisitions (on the cheap I would buy back rather then pay "market prices" like Joffe eluded too) or invest in expanding it seems we could grow a lot in the Heavy Duty.
Its a descent but not very large position yet so I'ld like to add a little more before the Q if the opportunity arrives. Then lets see how the numbers go and how much (if any) more I'll add.
I thought you were Mr. 99 when I saw those 5.x99 trades today.
) others if my guess is way too high . I wouldn't strongly disagree with yours or gilead's numbers though I hope to do better . I would like to see a couple things though: 1) GM's in 32%+ range
2) EBITDA in the 7 million+ range
3) Them to reiterate being on track to eliminate the debt by year end.
4) Hopefully no big one time charges
. I wouldn't be shocked to see them announce a small buyback. Personally I tend to only like them when they are meaningful (such as say 5% annually) but it may give the stock a nice cushion. I would prefer them do a couple of acquisitions (on the cheap I would buy back rather then pay "market prices" like Joffe eluded too) or invest in expanding it seems we could grow a lot in the Heavy Duty.
Its a descent but not very large position yet so I'ld like to add a little more before the Q if the opportunity arrives. Then lets see how the numbers go and how much (if any) more I'll add.
I thought you were Mr. 99 when I saw those 5.x99 trades today.
