i think ~ like so many other longs i just view the *quality* of expo's customers as one of the keys .. and obviously jd controls that which he can
-- nice find ..
i'm really liking the wording and emphasis he uses at various times ..
one of the segments <no. 2 at the 7 minute mark> jd talks about commercial work he mentions lots of money is going into renovating schools and hospitals .. his direct quote is "we are getting our share" and then he adds that those shareholders who'd attended the CC in person .. had observed the project .. underway for a college
it's little things like that .. that combined with additional details on some of their larger customers <lowes and stanley to name 2> that lays out the dots
i've always been a connect the dots type of investor on selective pennies ..
looking forward to what both precedes the 15th of sept and is announced on the 15th ..
i have a feeling things are going to get even more interesting over the coming weeks .. ;-)