Replies to post #19161 on Value Microcaps Motherboard

[cliffvb]

Guy, It sounds like you're going on a vacation. I hope its a relaxing and enjoyable one. Nice to get away from the "biggest casino in the world" for awhile. I guarantee it will be happy to take your new bets when you return.

I am curious, you didn't mention whether you sold your CHAR. Did you? Despite the runup, I think we'll be happy campers when we see the earnings and PR for that one. We'll all soon know.

[10 bagger]

CASH....
As of today I am fully invested again with the bulk of my funds in large cap oil and oil service companies,,, The position in ALY I had delivered out and it will sit in a bank vault... It makes it harder to sell on impulse that way..The only companies that qualify for this board that I now own other than banks are SNFCA, OISI, SOTK, ALY and TGE which I have traded in and out of twice in the last week.. I have noticed several members speak out about companies that are simular to IPII.. The geographic ares must be the same in order to compaire... IPII operates in an low interest storm replacement part of the country where premiums have been paid by Insurance companies to get the work done... In other areas workman's comps are higher and the job in many instances are unionized,,, In metro areas companies must also compete with equal opportunity employees and bids on jobs.. It is not apples vrs. apples so be carefull in your determination of values based upon revs or PE...hank