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Gold/Mining/Energy : Direct Focus Inc. (DFXI)

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To: whenitgoesup who wrote (593)8/15/2000 12:03:10 PM
From: trilobyte  Read Replies (4) of 768
 
Hi Walt,

I think the discussion forum here has slowed down to
a trickle because most of the early investors in the
stock (a lot specializing in canadian penny stocks...)
have left. I nearly left a while ago around 20US$ but had
the good sense of realizing my mistake and have been
accumulating since after each earning report reinforces
my positive opinion of this company. For more action, you
can check out the Yahoo! thread which has been gaining
more and more posts (most of the empty content style)
as the stock has hit new 52 week highs recently.

I think the company is doing very well growing the business.
They are doing so in a calculated manner rather than
going for risky acquisitions that are unlikely to pan out.
To acquire another "promising company with high margin
items" would probably involve big bucks... so I'd rather
see them taking the cautious route and developing new
products internally (as they commented they are doing in
their last cc).

quite a correction underway for most high tech stocks...
I've taken this occasion to buy CMOS, SSTI, KOPN, recently.
Good luck,

Trilobyte
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