Hello Again, Bob,
Visited your site, and read your comments on VRTL. While I agree mostly with what you said, I have a few points. 1) While VRTL management seems capable, IMO they have communicated at a below-par level with their investors. Some investors appear to have sold out and moved on, apparently for lack of understanding about the future fo VRTL. 2) As I noted earlier, VRTL appears to have developed a new strategy built around the new subsidiary which they acquired. I have read some posts, perhaps on the YAHOO VRTL board, which speculate on their new business opportunities. Also, some of the earlier SI posts may be useful as background.
You have an interesting newsletter. I am somewhat familiar with three of your stocks. In particular, DIMD, and could put you in touch with a research analyst who has followed the company. If you like, PM me with a phone number, and I will give you a call.
Dennis |
