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To: Grommit who wrote (18024)11/7/2003 1:08:06 PM
From: - with a K  Respond to of 78457
 
Near the end of the CC management was asked if Quebec would add $2, according to the analyst's calculations, and my notes don't clarify if the analyst meant US or Canadian. Sorry. But management did downplay that possibility and positioned the benefit anywhere from $1 to $2, I recall.

I do have in my notes that they expect to meet or exceed $1.14 Canadian, maybe $1.20.

When I heard of the backlog, the Quebec boost, and the possibility of being added to the C index, I stopped taking notes! I had already liked the fundamentals and their competitive advantage.

- Kris

P.S. Yes, the stock price is US



To: Grommit who wrote (18024)11/11/2003 10:44:38 PM
From: Spekulatius  Read Replies (1) | Respond to of 78457
 
Grommit, i also bought a starter position in BEL today at 17.2$. I like the good margins and if BEL growth story materializes, the stock is undervalued.