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Non-Tech : Home Solutions of America (HSOA), The best is yet to come
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From: jh26pt27/20/2006 8:16:42 AM
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Does anybody have any thoughts about the upcoming conference call? I am wondering about the following:

1. The tone of the call. The PPS is nearly half of what it was at the time of the last call in May. Are the sharks going to be in the water looking for blood, or will the tone be more conciliatory?

2. The number of analysts. Will we have a good number of analysts/institutions on the call? You and I may listen to the call, but we're squirrels in a world where the elephants move the PPS. How many elephants will there be?

3. Announcements (either official or unofficial "hand tipping", e.g. "we plan to close on an acquisition this year"). Will we get any? Will there be any hints of new business lines (either through acquisition or through ARH-type relationships)?

4. Updates on existing projects. Will we hear about how ARH is doing, and possibly get an update on the projected revenues for the second half of the year? Any updates about further expansion into more Home Depot territories?

5. Back to that PPS for a moment. Obviously, the PPS has moved quite a bit these past three months, and in a direction that most of us would not prefer that it go. I know that management's focus is on the long term growth of the business rather than the short term movement of the PPS ... but the PPS is the two-ton pink elephant in the room, and the more they try to ignore it, the more it will be on everybody's minds.

6. Will the guy who thanked HSOA's management for paying for his new pool be on this next call?

7. Any reaffirmation of FY 2006 guidance and of the $500 million revenues within three years figure?

I guess I am trying to generate some discussion on a day with little news. And maybe as a further idea, we can come out of this with a list of questions that we'd like answered at the call (assuming any of us can get through to the Q&A session)...
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