Gold/Mining/Energy : Wescam (WSC TSE)


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To: Marc who wrote (38)3/31/2000 12:36:00 PM
From: TechnopeasantRead Replies (1) of 53
 
Welcome Marc. This another one of those Canadian stocks which get respect. I see from other threads that you follow a few ;-)
I live just down the road from WSC, but have no other connection with them unless you count the declining balance in my investment here.
I'm beginning to think their emphasis on government security is the problem. The contracts for security, search and rescue and recconaissance are nice but not sexy. The movie and sports business has the potential to be high profile, but isn't. There are some other companies that would be interesting in some sort of conjunction with WSC but none of them are very large or have very high profiles.
All in all, I don't know where this is going. Maybe the only thing we can hope for is a totally blockbuster quarter, (not on the horizon that I know of). In the meantime its been dead money in a rising market and I shouldn't be holding it. But I am.
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