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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (53929)	5/23/2014 4:52:35 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78561

Re ERII - yes I think I would classify it as a spec play at this point. Offering leasing only makes sense if the manufacturer has a lower cost of capital than the customer. I think in ERII case, that is unlikely, so expanding their business to leasing does not make much sense. The large insider buy is a positive. I noticed that the two largest shareholders are from Norway, it might deserve some sleuthing what these guys are up to. I willput this on my watchlist for the time being.