I've given up on TRJ after a long painful experience. If I didn't feel so sick from seeing the terrible result I would have laughed at the CEO complaining about the share price. Mate your share is in the toilet because you promised everyone margin expansion but ended up going the other way and delivering a loss. And how does he square "we have great visibility into our customers" with consistently missing his own guidance for two years? If he didn't own half the company he would have been pushed out long ago. Also I note this is another John Eels special. I'm sure he's a nice guy but the track record with MFG and now TRJ means he is on my "do not invest" list.
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