Rande,
Another great post. During the downdraft, I knew I didn't want to be out of the high-flyers when they came back...cost me initially, but it has made up for it already.
OTOH, some really beaten downs that the thread seemed to follow in the past- svnx, vntr, adap,antc, isld, mcom, plug, lbrt, ppro, artt, lqid, xybr and some of the cults- any thoughts on these? Should we be looking for 2nd and 3rd tiers coming around ( some seem to be in play already)or still a little too early? Maybe some will remain out-of-favor...
Thanks, AJ |
