STV and MDF:
MDF--Quiet. My instinct is to add to position during this quiet period but I'm too worried that the HMO startup will be rough.
STV--I don't see how you can lose with this one if management is honest. (Enron and WorldCom are always in the back of my feeble mind.) You think you have a solid investment, and the next thing you know there is a crook infestation.
Texas is supposed to build a mega-highway between DFW Airport to the Oklahoma border, if my memory serves me correctly. Wonder whether Sterling could get a piece of the action. They seem to do mainly re-construction. With the highway bill coming down the pike and the new superhighway bill looming, STV could become a hot item. The float is low enough to cause an explosion if everyone piled on.
Wish I could see their road crews. If they use Mexican labor, their situation would be almost to be good to be true. They were just awarded another contract, by the way. Somebody tell me something negative fast before I go overboard on this one.
Any Texans on board?
bbotcs