"THE WORD NEEDS MORE PIECES BEFORE IT IS WORTH GETTING OUT."
This is how I see things. I don't think we're quite "there" yet; that is, I'm not really surprised at the lack of interest in DCI. Many investors simply won't touch a stock until it has established a record of growing revenues and earnings. I believe we are on the brink of getting over that hurdle (hopefully, this quarter), but we haven't made it yet.
My sense in reading through posts over the last week is that a lot of "irrational non-exuberance" has begun to find its way among even some of the stalwart on this thread. Frankly, I think some of the recent alleged "problems" (the phantom sellers, the lack of demand, etc.) are only of concern in the short-term. And I find this troubling. I think some individuals with short-term goals have been pounding the same message over and over, making the suggestion that "something is wrong here, and, GEEZ we better do something about it NOW". And I think that they have been making allies. Come on, gang. This is the same company that we were all so excited about a couple months ago. No, I stand corrected! This is a better company!
Personally, I like the current prospects A LOT. But I think that we will have to wait a bit for the big payoff. That was my expectation when I bought DCI, and it remains my plan today. And, frankly, I'm sleeping just fine, thank you very much.
PA |