sdi - the next 5 years , page-2

Hi keygeo,

Just wanted to say thank you for all the posting here, didn't want you to feel that no one is reading :)

I've held SDI for a few years now, buying them at $0.50, then $0.15 and a few more times on the way up to $0.50. Holding all of them and not planning on selling any.

I agree with everything you wrote, the short term outlook looks very favourable to SDI. What's better is that some of these short term factors and good for SDI, but not their competitors.

Over the long term, I am invested for the following reasons:
- it's a family owned business. Their interests are likely to be similar to mine as a shareholder.
- their products have a good reputation with dentists.
- sales have some reliability to them. Once dentists find a supplier for their products, they are very reluctant to change. Furthermore, factors such as reliability and communications are just as important, if not more, than price.

The company's true earnings power and potential have been hidden for a while due to a crazy combination of silver price, exchange rates, losses in Brazil and GFC. While it is no longer dirt cheap, I do not think we are yet at a point where it is fully valued.