All,
I just hope that when the markets stabilize, that investors remember which companies exceeded estimates. I am fortunate to have several that did just that over the last week, and normally I would be wallowing in profit. But in current market, it did little good. No reason for concern, though, IMO; things will right themselves.
I am also long Jetform, which someone mentioned. Great long-term outlook, as companies will eventually go the paper-free route. Has had substantive growth in revs and earnings in last few quarters. Statements by company mgt, however, indicate that the company is having a hard time getting many potential clients to recognize the benefits of their electronic forms systems, at least in short term. Over time this should work itself out, but it may take a while.
FWIW,
Jim L. |
