Good info. Of course, INVN was sweet. Where were the experts when it was under $2.00? Right here evidently.
He mentioned MTLM also, one from a long time ago. I made it both sides on that one, long & short. They went bk sometime back, and that was as easy one to figure, as I knew how they ran the place.
They did a puff piece on them in the Trib one Sunday, and I wrote a letter citing the reasons they were gonna go plop, and sure as shit they did.
Better management this go round.
The current sitrep is ultra simple, China is buying all the scrap they can supply.
And, I would like to point out, that my ratdog/kattcrap portfolio has blown Dorfman's Robot portfolio out of the water, and in only the first 6 trading days of 2005...
Besides ASTM, STEM, OBCI and other kattcrappers already this year, I was nice a short the indexes going into the new year...Oh yeah, and am holding puts in KMRT & S, as posted previously.
Happy 2005! |
