Bobwins bsic.ob etc.
Hello Bob,
Long time since I took a minute to thank you for sharing your estimates and ideas with the rest of the world....so THANKS AGAIN! I hold bsic and have since Len pointed out how cheap it was in the $1.15 area. I have had my finger on the trigger to sell it every time it has cleared $2.00 and can't seem to squeeze it. I can't find anything better to replace it! I have done well with DNO.OL and PAR.OL, I purchases them in Norway and hold them as a hedge against a falling dollar.
VPHM has grown to be my largest single holding and I have read the 10k/q's and can't find any reason not to continue to hold long term. I do not understand all of the technical/medical stuff nor am I really clear on the short term ramifications of the debt reduction efforts, BUT, if they make over a buck, reduce long term debt to Zero, and have a promising pipeline, AND perhaps share in the profits from a cure for the common cold, AND a current P/E of 10 based on earnings of that buck, WHY DON'T WE LOAD UP ON MORE? I am a little chicken to buy more because of the parabolic rocket and current high % of holdings, but it doesn't seem to want to re-trace????? I keep thinking it will drop and give opportunity to buy more....What do you think????
I also like MVCO.ob from Hweb, have you looked at it? They lost a ton of money on a damn dam project and now have that behind them. I expect earnings to be great and then announcement of an IPO of their Ready Mix business. Would appreciate your comments if you do check it out.
My chance encounter reading your post on the AHOM board several years ago has had a huge impact on my net worth and success investing in the stock market. I feel a great indebtedness to you and Hweb, Len, RRainman, MSGI, and other regulars for sharing so much.
Hope you enjoy the beginning of summer in Seattle! Too hot for me hear in Denver, 102 yesterday and 16 days over 90 and counting. I still hold hope for CPTC, I held all the way through "death valley" @ $.33, we shall see!
Regards,
Kipp
