You speak the truth, John. I didn't plan on being in this position. However, I do like to capture profits and buy back lower if possible.
But, when they didn't get a bigger pop on the DT linkage and the announcement of GTE contract, I suspected something was "coming" at us. And that something turned out to be a financing.
So, then I thought, well, I'll wait for the pricing of that secondary, and pick up some there.
Then someone stepped in front of the secondary, and didn't let the
market price the stock...the "steppers" did. I didn't like that having been there/done that in other stocks. So I'm still out and watching and waiting.
I think Shlomi is very very sharp, and appreciate intensely his sharing with us on this issue. I suspect he will re-emerge when there
is something to say. Otherwise, as a money manager, I suspect he's off frying other fish...
Good Investing, & keep some powder dry...this is a gooder in my mind. |
