Scott and Randy...
We have met the volatility, and he is us. I sold my
BRKS at the open @ 14 1/8 (bought @10.5). Do you have an http for the full
PRIA press release? I'm holding my remaining PRIA, of course,
this is my long term (or at least until it gets above trend ;-))
chunk. Do you have a web address for the full press release?
I just had the business wire story yesterday, and Infrastructure's
coverage today (which indicates there were some cautionary statements,
and pricing pressures from customers had affected margins.) Also,
the backlog of 104.7 million compares to 102 million at the end
of Q3 and 85 million at the end of Q4, so it's not growing as fast.
There was some discussion of PRIA and BRKS by Sam Citron on the
"Semi-Equips... buy when there's BLOOD in the streets" thread
here a week or so back, re insider sales, that may be of some
interest. The sales are old news, but maybe not to all of us.
I'm afraid my investment style is becoming "find a fast-growing,
conservatively managed company that dominates its area, buy with
a long-term horizon, and then trade the bejeepers out of it!!"
Cheers,
Howard |
