Wade, I think you have continued to misinterpret GV's news release. It said they have not received any contract awards for work in MS, AL, or LA yet, but he did say their crews are fully booked currently doing repairs for S. FL.
I took the PR as an indication that there is high probability that GV will receive work in AL and MS as FEMA contracts that work. I tried to buy some GV Friday on the dip, but it bounced back up while I was riding and watching CAV move up.
Paul Litman: "Avoid panic selling & avoid overconfident buying."