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hweb2

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Re: lentinman post# 287

Wednesday, 01/19/2005 4:50:43 PM

Wednesday, January 19, 2005 4:50:43 PM

Post# of 33753
Len, re TCCO

Still love the balance sheet and sector, but I sold out (too soon of course) on that run to $7 in late November. Surprised the stock went so high after company posted solid Q4 results but sounded cautious in their guidance. Backlog dropped sequentially from $1,390,000 to $950,000. Even though they have an easy Q1 comp coming up in a couple of weeks, I think there is a decent risk of disappointment.

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