Re: First good idea
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On DSUP, what you say is closer to the truth. That said, the crappy high yield market, if it stays that way, does take out some of the upside...but for me it was taking $2-3 per share upside out of a $20+ stock price in terms of my original thinking. In terms of "true value" and "outlook" being unchanged...well, that is always the big question. It is always possible that the outlook is deteriorating and I don't have visibility into it. If the credit crunch were to roll over into a serious commercial real estate problem, for example, that would change things. I don't think that will happen because we had a huge downturn already in 2003 and vacancies are dropping right now -- but it is possible.
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Just swinging in the dark here, but could on emphasis on infrastructure stemming from the Minneapolis bridge disaster spark any growth for this company in the next year or two? It sounds like their market. Just a thought.
eastbay
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They think the bridge thing could be material, but sounds like a 2009 event.
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