If you are interested, could I get your E-Mail thru PM? I read many of your posts and you seem to have a similar appetite for companies I gravitate toward. Agree with your comments on MPAA on VMC today. I have been adding though lately under $6.
Hoping if margins are another disappointment this Q (under 30%) that the CC gets a little more contentious toward mngmnt...
They need to start being more proactive in unlocking some of the 'value' in the company. I doubt they've done much more than buy back a token amount as you mention. Should know in next couple weeks one way or other when Q is reported.
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