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GML

08/27/09 2:36 AM

#1845 RE: IACPA #1843

IACPA -We're partially saying the same thing. I did acknowledge the probable increased value of ones portfolio by stating..."You're hoping the potential value of Medico will drive DRGZ shares, which may happen." I was also pointing out the possible profits of Medico are not those of DRGZ, although they will be reported together on the consolidated income statement. I believe this is an important distinction when it comes to funding, etc. which is currently a critical issue. An investor may want to put their capital into Medico for example, not DRGZ, based on their projected potential of one corporation vs. the other. I'm not saying to solely look at DRGZ's products, but it should be a major consideration in anyone's DD, along with expected profitability of subsidiaries, which will add value.
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RandyKCMO

08/28/09 12:18 AM

#1846 RE: IACPA #1843

Hey IACPA....good to hear from you. It's been a while. I hope you and yours are well.

I've been hearing good things about DRG. In the end the proof will be in the pudding. IR guy says they're going to be building revenue with profits from here on...instead of focussing primarily on revenue growth.

Even though the stock has mostly gone down...since I first showed it to you...if it actually succeeds and grows...and this is reflected in the share price....it will be a vindication.

One has to recognize that investors seldom, if ever, buy and sell at the optimal points, the all time lows and highs respectively. We all make decisions based on the information and convictions we have at certain points the time. I remember one of Bill Mathews' points (from The Cheap Investor newsletter)...investors often get scared out of their stocks.

RK