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Re: hweb2 post# 163094

Friday, 09/19/2014 5:33:11 PM

Friday, September 19, 2014 5:33:11 PM

Post# of 173936
ARTX

Apparently I was wrong on ARTX, will probabaly sell on Monday.

I just found that 30 Minutes ago and was gonna post it there ebidta guidence is scary, whenever I dd on the run, and buy, I always start finding wholes, this almost never happens when I don't dd on the run. Moral of story DD on the run is dangerous.

They could be conservative, I just listened to the CC again. They seemed confident they would exceed the higher end of that range. All I Have to say is they better. The thing I got out of it though the second time which concerned me is GM Were abnormally high due to product mix, and may go back to more normalized levels. This pick will not go down as one of best DD efforts in 2014, I personally think this was a horrific buy at this point, and My DD on this one has been proven to be not great. I will be exiting Monday probably at a loss. Bad pick by me on to the next in my opinion. Occasionally we get a bad one in there that is why we diversify, and admit mistakes quickly when i know i made them, which has happened here. All is just my opinion, and I could always be wrong though.

---All above is just my humble opinion.
And I could always be wrong.
And as always do your own DD.---
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