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To: E_K_S who wrote (52945)12/5/2013 4:41:02 PM
From: Paul Senior  Read Replies (2) | Respond to of 78729
 
FISH. I'm also today adding a few shares as stock continues to fall. BWP too. Also AIG.

finance.yahoo.com



To: E_K_S who wrote (52945)12/7/2013 1:19:53 PM
From: Spekulatius  Read Replies (1) | Respond to of 78729
 
To put it in simple terms, MDR is a crappy business run by crappy management. I am not sure the recent changes make a large difference.

Regarding FISH, I never liked their GP, because they run such a hodgepodge of unrelated business. They seem to have done OK so far, I have to give them credit for that. Perhaps, FISH warrants a further look, but I fail to see a competitive advantage for such a small player, with no dropdown assets.