Hi Mark,
I suspect that Jay still reads the threads here, but that's probably the limit of his involvement. Jay publishes a newsletter (The Informed Investor one of the stocks he has recommended in the past and still tracks is VTC), and he's received advise from his attorney not to get in trouble hyping or otherwise publicize a stock, less he might be the target of a disgruntled investor.
I'm crossing my fingers that things will start turning around again in the current quarter or the next. If we don't see some progress by mid -year or 3Q, I'd start to be concerned but for now I am patient.
If the co. was better about investor relations releases, I might have a sense as to whether or not this is the time to jump in, but no smoke from the Vatican.
I really can't comment on the overall sector, as I don't follow it as much as others. My take on the sluggish last 3Q's for VTC is that the cause is 50% sector, 50% VTC. Let's hope that production problems have been addressed, they've been able to satisfy their customers expectations w/ their new products, and that their sales dept. is ready to ramp up.
- Khris |
