IAN:
Thanks for this post, which I found intelligent and well balanced--and scrupulously HONEST, I think, about your views and how you come to them (something I have encountered from you many times over on other threads).
For my own part, I am not in SFAM at the moment,but have been at various times in the past. I have to guard against the bottom-fisher in me, because my experience very often is that I am not only a bottom-fisher, but an EARLY bottom-fisher. And then I wait around for a while, get frustrated, and move on. By now I had wanted to see Momentum through trials, satisfying customers and cranking big future orders.
So at this point I would prefer to wait until there are more signs that this is actually about to happen and ride
SFAM from that point (which should then be a good ride).
Meantime, for the more patient, I still see SFAM as a worthwhile play, but requiring more patience than I seem to have, presently.
Best wishes,
Jim |
