Replies

Dave,

Sorry for the late reply, and not a whole lot of time to write right now (a houseful of company for another twenty-four hours yet), but in a nutshell:

I am still confidently invested in WHT. Unless I begin to sense that the Coeur offer involves some kind of backroom dealings to which the average investor hasn’t been privy, I'm assuming Coeur will disappear come mid-October, and that particular (ludicrous, deceptive) albatross will be gone – which should allow WHT to rise to her fair value (right now, about $6-$6.50).

Am also heavily into TVIN (made my first purchases back in late 2002, and she has done really well since then, but I'm convinced that her future will be even rosier than her recent past). She’s experienced an explosive upward move over the last week or so, on huge relative volume (that's not sustainable, but a portent of things to come). She was just moved from over-the-counter to the NASDAQ last week, which could account for some, but not all, of the rise. Do some of your own DD on this stock. She's in just the right sector, and has stellar fundamentals (and new contracts coming in all the time, with the prospects of many more, sadly … what with the geopolitical situation being what it is).

Just a cursory overview of two good ones, IMO. :)

~ joanie

p.s. In defense of my own comments, per yours of last week (I forgot to ping you :(

http://www.freerepublic.com/focus/f-news/1204721/posts?page=120#120