News Focus
News Focus
icon url

g2nec

02/17/10 9:53 AM

#55824 RE: was justavoice #55822

MOR minus the int and writeoffs was very good. We had previous PR re the writeoffs..all good
icon url

TheWeen

02/17/10 10:19 AM

#55831 RE: was justavoice #55822

I would think that Xmas shut downs would have had more effects on shipments.
icon url

BBalls-N-CowTown

02/17/10 10:29 AM

#55835 RE: was justavoice #55822

I agree these trends are good for the company, and the MOR's, especially when you look just at the bottom line number on a "stand alone" with no frame of reference for analysis or thought can create negative emotional reactions that have no basis in reality. The MOR's are where the "fluff" gets reported, the legal or tax maneuvers, hypothetical writedowns that have no material relationship with the real business of the company, etc....are reported mostly for domestic operations.

A much better understanding of the real picture has always been in the quarterly reports that more accurately affect all of the revenue and earnings of the whole company that we longs own.

This is a healthy strong company and in my eyes it has been worth more than $5 per share for a long time. I beleive that, in time, this will be proven in spades. This is not gambling, or being foolish to put and keep my money here...it is rational value investing and there is no better place to be right now to my knowledge.

I feel sorry for those who found this, invested in it, but failed to understand it well enough to resist the temptation to "flip-out" of the stock on emotion, like someone did with 100000 shares this morning. The money they lost is probably gone forever, and so is what they could have made if they had just taken the time to calm down and invest the effort to know what they own.
icon url

Garymc

02/17/10 1:26 PM

#55843 RE: was justavoice #55822

I looked at some CEMJQ '06-'08 sales figures and historically, the 1st quarter and particularly January has been their weakest in revenue production.....so this MOR trend is normal IMO.