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SSKILLZ1

03/21/14 7:22 PM

#269307 RE: budge #269304

MUEL

results were great in my opinion. if you expected anymore I have no clue why, they exceeded my expectation to be honest and is dirt cheap.

Agreed, that is how we do a table pounder. Woohoo, MUEL is 7% of my portfolio for what it's worth, anyone who knows me know that is outsized, I normally don't go over 5%, and rarely do that. $4.00 pre tax is correct, if you take out the tax benefit, they earned fully taxed $2.76 (which you can figure out by the way), furthermore backlog is at q3 levels so I expect a $10 now fully taxed run rate. a 7 PE more then doubles the stock, also the balance sheet is cleaned up a lot. As I expected them being late was 0 concern to me with the CFO leaving. These are mind blowing number. Plain and simple. All is just my opinion, and I could always be wrong though.
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MikeDDKing

03/21/14 9:37 PM

#269318 RE: budge #269304

I'd say the results were perfect!