She likes it. They are exposed on natural gas and station two prices which are a bit weak for another quarter or so. But other than that, if you are looking for long term growth in natural gas this company does provide that. A great quality company, but in this environment you have to be cautious.
Acquired Netro, which gave them $100 million in cash. The remote wireless telephone access space still has not recovered. Improved management. Treat as a trading stock.
Didn't have a great first quarter. Long-term, the fundamentals are good. They've been putting up new orders and the backlog is good. A year from now they should have a good amount of earnings. Have to refinance their debt which is due next April.
She likes it. They are exposed on natural gas and station two prices which are a bit weak for another quarter or so. But other than that, if you are looking for long term growth in natural gas this company does provide that. A great quality company, but in this environment you have to be cautious.