APT

Alpha Protech N-95 masks for swine flu protection were covered by CNBC today. We got in a couple months ago in the $2's. Shares surged almost $1 above $5 this morning after the segment. Take away message: better early than late.

http://www.cnbc.com/id/15840232?video=1280599599&play=1

Here's a history of my blogs on APT:

http://gregnguyen.blogspot.com/2009/08/apt-announces-record-earnings.html

http://gregnguyen.blogspot.com/2009/08/apt-and-sva.html

I've made a killing by being early, but based on revisiting these previous blogs, I could have actually made even more had I trusted my initial instincts. Another take away message: if your investment thesis is solid, your timing doesn't have to be perfect.

Disclosure: I am long shares of APT.