For those living in New England, if you thought these past few days were cold, you should have been in
Canada! The wind was even stronger, with colder temperatures.
I just returned from a business trip, which took me through London, Toronto, Montreal, Ottawa, and
Halifax. I know I like COOL.-g-
COOL financials are very encouraging. Revenues continue to surge, while expenses are decreasing as a
percentage of these revenues.
Gross margins are increasing, as predicted. (Please note that the bears who ranted that margins would
never increase, were proved wrong.) Customer acquisition cost ratios are decreasing, and service levels
remain the highest in the industry.
Product line enhancement and diversification strategies seem to be working.
IMO, COOL is a better run, and more valuable entity than the poorly managed, Dutch company (eggs)
which sports a higher market cap.
This gap will be filled, as this is a classic example of market inefficiencies at work.
Buy COOL. We are already past the due date for the new trading range I expected. The odds are only
getting better!-g-
Good Trading! LF |
