Replies to post #2005 on Universal Power Industry Corp (UPIN)

[nsomniyak]

I would settle for one piece of really good news for one of the businesses.

Personally, I am not a big fan of the "mini conglomerates". Too easy for management to lose focus, to easy to play a shell game with money and bad news/bad news among the multiple businesses, and you always get a "conglomerate discount" vs. a well-focused pure play on any of tose businesses.

That said, I like UPIN enough to be in it with a reasonable level of confidence.