Sergio, Earlier this week you posted that the Amigos were going to stay in APCO until the fundamentals changed. Cary posted that you got out today at 12 7/8. Makes perfect sense to me, as it can't possibly keep up at this pace ( can it?), but, what with the rumoured announcement related to their "Easy care" product forthcoming, you don't see the fundamentals of having changed, do you? I too am waiting for a pullback to re-enter. Problem is, I got out to early. Oh well.
Thanks David J. for referring me to this site. Have been a lurker on SI for months, but a brand new subscriber. The terrible thing is, I knew about you folks, but forgot about checking in. Wish I had, maybe I would have been a bit more patient with APCO.
Mark S., who in late January uncannily called for an APCO pullback from 7ish, which it subsequently did, in a flurry of selling down to the low 6's, privately related to me a 9 to 9 1/2 re-entry point. With all due respect to those still long, I would relish such a retreat, but am not overly optimistic. Any thoughts from the Amigos. It sure seems ahead of itself, announcements notwithstanding. This is a great thread! Regards, Jack "Hopdad" Hopper |
