haha, considering he threatens to take legal action against me somewhat regularly --- i'm perfectly fine with him writing stuff like this.
i'm not as quick as joe in terms of buying shares.. i actually read the hit piece before i bought the shares.. and it took me from $18.50 to $19.50 to read the very well put together report. I'm glad to see that Andrew visited CCME's Head Quarters and did all of his DD by checking SAIC filings and comparing those to SEC filings... as well as confirming his thoughts with Northland analysts..
it reminds me of a phone call where he called me and bullied me for about 30 minutes..
i will say one thing, he's very overwhelming.. and he's good at what he does.. and there's one point i'll make
when you write a short piece, and the stock goes up. you have failed to create FUD
Fear, Uncertainty and Doubt
fact, fear? not really.
fact, there is no additional uncertainty that a hit piece may be coming
fact, there is no doubt that there is a hit piece.
so.. now you can look at the short argument and quantify it... and that's something I like to do.