tresspass

Ceradyne: Why the Low Valuation?

Unlike WW2 and WW3, the current day struggle is being fought over resources ( which will dictate ideology---the 2 other wars ) and not ideology which appears to be on the surface but a mere sub-text to the bigger game. The best equipped will win all. The USA, no matter how decrepit we may look in the world and our own eyes does not and will not lose in the mid nor long term---analogies to Rome, England, et.al are foolish using today's criteria. I don't pretend to know how it will be fought out but most of it will be on the ground----and the US will not be the only buyer in the NATo and good guy alliance needing to be supplied.

After getting a feel for the events unfolding these past few weeks, I gather the inevitible will happen. Not an investor yet, but clearly Ceradyne is a fair bet on the fallacies of human nature......looking at an option play here, if there are any leaps.