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Message: Re: Earnings
1
Oct 29, 2013 04:13PM
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Oct 29, 2013 07:33PM

Nov 14, 2013 02:37PM

Nov 14, 2013 02:39PM
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Nov 15, 2013 11:01AM

Nov 15, 2013 11:38AM

Nov 15, 2013 11:51AM
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Nov 15, 2013 02:16PM

Nov 15, 2013 02:53PM

M
Nov 15, 2013 06:31PM
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Nov 16, 2013 09:14AM

M
Nov 16, 2013 12:57PM

You're welcome M.

KWH saw a big drop on Friday , as we all know by now. Reason, a relatively poor quarter due to hedging problems because of unusuallly hot weather in July followed by unusually cool weather in August. Bearing in mind that the company has been around for only 1 year as of this month. I think that they may be on a learning curve as to how to manage forcasting as well as overall growing pains with an expanding company.

I think that the markets over reacted greatly to the 3rd quarter results and that trading over the next couple of weeks will see an increase in our SP from these levels. We are invested in a foreign asset Canadian Utility which has built in customers and tax advantages for us. If we can maintain the divy as management seems to want to do, investors will buy back in.

I hope M and others do take the time to listen to the conference call and give us their thoughts!! If Portee were here , we would be getting an earful by now !!

I do not believe that Crius is a here today ,gone tomorrow tech stock. Also remember that we are now well into tax loss selling season and with some dry powder,some great buying opportunities will present themselves. This is JMHO and I welcome your thoughts.

Rico

1
M
Nov 18, 2013 09:24AM

Nov 18, 2013 01:27PM
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