CCME short arguments ?
Short interest is very high on this stock and the key arguments for the shorts are that
a) margins are too high to be realistic
b) CCME is not acknowledged as a top player by other competitors
I am about to schedule an in person meeting with CCME and begin calling their bus operators in various cities. I am not long yet, but will go long if I feel I can make a convincing case against most or all of the short arguments.
The strongest point, obviously, is Deloitte. Star bought in cheap, so that is slightly less strong of an argument. GH has already done some work and I plan to speak to them in detail this week or next, depending on my schedule and theirs.
Can anyone please list out the short arguments that need to be debunked ?
If anyone has additional issues they would like to see verified, please let me know and I will try to incorporate.
Also, I will soon be having upcoming meetings at HRBN, CHGI, SCEI, WATG and FSIN if anyone has questions for management or concerns that need to be addressed / verified please let me know.
I am traveling a lot and may not be able to check ihub too often, so if convenient, please email me at rick.pearson@pearsoninvestment.com. Otherwise I will try to check the board when I am able.
AI
