I got WGO over STX because it looked to me like a bit better deal for shorter-term investors. I didn't want to wait around for STX-Jaws to pay off. By comparison, WGO's other (non-WE2) assets don't seem to be getting valued for much, so who cares how long they take to unlock. They seemed like Icing on the WGO cake that I didn't have to pay much for.
I also have no great use for the STX operator status, or the STX bleeding-edge high-tech high-risk schtick.
WGO also looks like a less complicated takeover target.
My choice (so far) of WGO over STX is a personal preference, and very slight.
I don't have much evidence for my views, it's mostly wild-a$$ed guesswork as per usual. Do your own research.
WGO Price at posting:
35.5¢ Sentiment: None Disclosure: Held
