I have tons of great companies I follow that are 6 months to a year away from being ready. I don't buy in a year before they're ready. I even have one that has almost an identical model to SIVC. Found them months ago, when their time comes I'll get in that one as well.
It's not just about picking winners... it's also about knowing when to play them. 2008 is when SIVC's time to shine finally came.