Armin,re MRVC, MMG. Congratulations on MRVC. Another excellent call. I don't know how you do it. You seem to get results - stock increases or stock breakouts- almost immediately. I'll give you that MRVC is a "similar value play to ORTEL" -g-. I couldn't see ORTEL, and I can't even figure out what MRVC does, what their customers do with MRVC stuff, or why it's important. And forget about the financial yardsticks. BUT... based on your record here (imo), it could be (or was) an excellent gamble for someone who's in the mood and willing to take a flyer on the craze for fiber optics thingamajiggers.
I vaguely remember the MMG write up. A mishmash company I recall. What investors are betting (imo, and if I recall) is that mogul John Kluge, who runs it, can work his magic on the (wireless tele?) licenses he's assembled in Eastern Europe (primarily) and China. It could actually be a value stock if someone were able to analyze the business. Plus the political risks. I could never figure even the US cable companies, but it "seems" now that if you just went in early or at a low enough price, you eventually made out okay. Same here I think. I defer to your expertise/luck/skill/knowledge/intuition/guts in all these matters -g-
Paul. |
