Art, re:CVU/ORBT ....
CVU - an excellent long term prospect. Huge backlog, low float, clean balance sheet. The question is when will the backlog orders start getting filled? I have been buying on the dips down to $9 range. The last earnings was a big disappointment, posters looking ahead to next one. IT kind of reminds me of VSR, similar situation. Keep expecting the breakthrough earnings quarter, but neither one has delivered - YET.
ORBT - one of my "space industry" plays. Hot industry, growing revs and eps. I've turned it once, but keeps missing my lates buy-in price. Will wait and see if it settles in teh enxt month, then may buy in again. Another good hold for the enxt decade.
Yes, LMIA was an excellent play. As with most of my stocks in the past several months, I sold way too early. Regards,
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