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To: Jurgis Bekepuris who wrote (33107)12/26/2008 12:25:15 PM
From: Spekulatius  Read Replies (2) | Respond to of 78625
 
Jurgis - re CRDN - the stock is very weak recently and the weakness seems to coincide with their participation at the Stephens Security Conference. Are you aware of any newsflow? CRDN website says the CC can be found on the IR section of their website but I am not able to find it.

Anyways, at 19$ CRDN is trading at tangible book, profitable (I assume) and with interesting technology. Although i am wary of CRDN body armor business prospects (70%+ of revenues) it would be worth a speculative bet for me.



To: Jurgis Bekepuris who wrote (33107)3/29/2009 5:41:27 PM
From: Jurgis Bekepuris  Read Replies (3) | Respond to of 78625
 
My top 5-ish positions: GTE, BRK, OXY, GLW, NOK, CHME, GPOR.