Sankar, Well if you absolutely MUST be in the DD sector, QNTM is the place to be, as everyone knows. (Partly because half of it is not in the DD sector, ironically. But also because it has strengths there.)
And, of course, the rap on SEG is that its vertical integration makes the bad times worse, the good times better. So, like a highly leveraged company, when it snaps back, it should do so in a powerful way.
Personally, I still find the DD sector, like so many of the DD thread participants, to be quite unappealing right now.
Happy Investing!
Vanni |
