Doug & Crossy - I also prefer the quiet booth in the back of the restaurant at times.
In GTSM @ $4. Will look at CPSX.
Crossy, I saw your remarks re: "preemptive investing," and reiterate my gratitude for your willingness to share your research.
As you have probably deduced from my posts, I also look on the momentum side, searching for strong companies in the process of current outperformance, which has led me into ETEK, AMCC, & PMCS. These seem to have incredible energy behind them. . .
Meanwhile, thanks for POCI, FBCE, APAT, LPTHA, API, CVCI, etc.
I've been leery of SPLI because of the 90% Thermo connection - fearing another TOC. Your assessment that Thermo are looking for independent value in SPLI is holding up -
And I've been missing out.
My principal regret is that I can't invest everywhere I'd like to. <g>
Best Regards,
Jon |
