by Travis Johnson, Stock Gumshoe | January 31, 2014 2:59 pm
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Travis thank you for the review,I like the way you look at things . I also think
wprt bears watching but i got out at a loss when it seemed to me they were not
controlling costs well & were diluting the stock. I expected more NG fuel stations would
be built by now but it looks that has been slowed by President. Now I am thinking some
start-up may offer conversion of existing fleet to combo NG/diesel (some home-built rigs are operating) do you know if anyone is moving on this or dual fuel conversions?
Seems like this is transition possibility while natural gas stations are being built out.
Travis, why don I see COR(CORESITE RLTY CORP COM ) in your Personal Portfolio comments section? Is it because it is a REIT?
More likely because I forgot to put it on the list — I bought shares fairly recently and still own them.
TRAVIS YOU STATED THAT YOU SOLD CVD BEFORE THEY REPORTED. WHAT IS YOUR CURRENT OPINION?
Frustration. I lost confidence that they were getting orders in after a year or so of unfulfilled promises, and so naturally, after I sold, they got a few big orders in. The company says they recorded $21 million in orders between over the last three months, so they’re certainly getting “growth” attention again and they’re small enough that they’re very volatile when there appears to be a trend of orders going up. If they keep this up they’ll become what I thought they could become, they’re just doing it a couple years later than expected, but we’ll see. I haven’t bought back in to the stock personally and I’m not entirely confident about this spike up and its sustainability, but there’s not much evidence that I can predict where CVV is going.