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[nsomniyak]

I believe CSPI should also be given credit as a " bad timing" stock. If I recall correctly, their most recent quarter looked weak due to booking the costs but not the revenue from a sizeable order. When that happens the first Q looks weak, and the second really nice (when the corresponding revenue hits without all the associated cost!).

Others that might fit that description--NTRZ, AYSI (both of which I own and am considering adding to near-term before we see the next Q reported sometime in August).

In some ways this is kind of like tax selling, where an arbitrary calendar date with nothing to do with a company's ongoing operations affects the reported numbers or investors' buy/sell decisions.