death: MDF:
My problem with it has always been the 99% (as BW says) of their revenues that come from a single source. Honestly, the stroke of a pen and the business is dead.
Obviously, I have been on the wrong side of that fear equation for the last year, but I think there is a risk premium built into it and always will be.
Having said that, I have decided that I am actually a buyer at the right price barring something unforseen. That price is about $1.80.
Len
Warren Buffet: 5 minutes and 17 seconds of pure, unadulterated, bulletproof, flawless logic.
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