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No. of Recommendations: 2
Sold all my shares in AVY and GFIG. Basically the strength of the base business has sharply detiorated in both cases and not likely to return.

But adding more BOLT and Pason.

sw
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No. of Recommendations: 1
sw,

Is your Pason thesis long-term v. short or mid? I noticed most of the 'analyst' expectations don't have Pason going anywhere for a while. Peters & Co.seems fairly representative:

http://www.pason.com/images/Research_Reports/2012/pac022212....

Thanks for highlighting this company - looks interesting,

Pete
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No. of Recommendations: 1
I almost take the long term view (5+ years). Here is a link to my recent review of the company:

http://seekingalpha.com/article/318519-pason-a-hidden-gem-in...

Uptake of new products and decent level of drilling activity should take place in the next couple of years. My one concern is the nat gas glut which will take awhile to burn off.

I also think that Pason should seek a NASDAQ listing. Told their CFO this when I spoke to him. I think that would spur much greater recognition for the company.

Another analyst has a 19 price target. Check their investor site.

sw
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