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jas1n

11/02/08 9:06 AM

#81226 RE: uncleremus #81216

Just some insight for you. They are trying to grow. They bought out 2 componies. If you owned your own business and you did that your balence sheet would show a loss as well. You cant grow without spending money. I am getting in to blown in insulation I need to buy a box truck and all the equipment. That investment is a expense and tax deductable. IWould not be able to grow without buying it. And will make more money in the future. This company is in business to make money and grow.

jdsgungho

11/02/08 10:17 AM

#81227 RE: uncleremus #81216

just my opinion, but i dont think dahlman is playing on a level playing field. yes its nice having coverage from them and they helped with the pipe which so far has led only to a drop in price due to shorts, fear, and uncertainity. they also continue to make it difficult for us to meet analysts estimates by setting expectations just out of reach. i think they are all scare tactics to flood out retail and in the end those who stay the course will come out of all this looking good. in the meantime i have written neal dingmann about these very subjects and await some response. i hope to see some better support going ahead from our star analyst, but believe we would be better served if we picked up one or more additional analyst as well. if deep down continues on the path they have currently forged then eventually regardless of coverage recognition will take place. its a patient mans game right now as well as the best buying opportunity i have seen for dpdw considering the fundamentals. i'm not sure how third quarter will look from the streets view if dahlman+ rose estimates are not met , but i am quite positive that what they have done to date will be quite impressive nonetheless(JMHO)

GO DPDW GO