Steve, you talk about ICGE & CMGI & VC as a great business model, if only they had a CMRC or ARBA. What is your opinion of WCAP? They got in 2 rounds with CMRC, netting 550K shares at $2.53 avg. Plus 9 other public holdings, INSP, ROWE, BLSW, WGAT, HEAR, ESTM, COOL, IBUY, & JWEB. Announcing new investments every 30-60 days in companies such as Aeneid, Etang, Screaming Media, Pseudo Programs, etc. To top is all off, they just announced eps of $19 for the past quarter. Stock is trading in the mid 30's. Does this sound like a good company & a good investment?
Thanks,
Chris |
