SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: rich evans who wrote (20628)7/10/2006 12:13:19 PM
From: Paul Senior  Read Replies (1) of 78740
 
rich evans. Looks to me like your 2/2005 analysis on supply/demand case for VSH has been correct. While profit margins are up right now, I've come to believe competitors continue to limit VSH's margins, roe, sales growth. I've lost some confidence that VSH business can do better than it is doing now, and have cut back about 1/2 my position today. May eliminate all.

finance.yahoo.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext