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  • Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [View article]
    David, In late January you liked VSH. Today it is much cheaper, but every quarter they seem to take a new non-recurring charge that turns out to be anything but non-recurring.The stock was moving up from 8.5 to 10.5 and now after a couple of terrible weeks, its back under 9 again. It looks cheap to me, but I don't see any catalyst on the horizon for it to go up. What are your thoughts today on VSH?
    Jul 05 11:11 am |Rating: 0 0 |Link to Comment
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