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Re: oxyieo post# 8460

Tuesday, 02/11/2014 5:34:54 PM

Tuesday, February 11, 2014 5:34:54 PM

Post# of 15276
To correct the record...those who actually know Van's philosophy and investment strategy behind HTFBS will acknowledge that it is not a daytrading, swingtrading or even short term trading strategy.

It is a Buy (before the market discovers it) and Hold (to reap the Disruptive Rewards)for the long term.

Accordingly, many, though maybe not most who have been in DSNY via HTFBS acquired DSNY two (2) years ago. I would say MOST got in over 1 year ago.

The exodus of many of the HTFBS investors has not been on a "quick buck" whim, or lack of patience. Nor is it because of anyone shouting the "Sell" call. It has been from individual investors listening to Van presenting the facts and expectations from management and presenting managements explanation for "discrepancies" regarding those facts and expectations and then at given times making independent decisions to move out of DSNY and into better performing HTFBS issues.

Everyone has their own tolerance to risk and assessment on how much "gain" they are willing to lose and how much opportunity they are willing to lose and how long they wish to wait for performance in light of other opportunities.

There is no doubt that a great deal of HTFBS investors lost confidence in management and moved on. But there are still a significant number of shares purchased by HRFBS investors under .80 which they are still holding. If all the HTFBS investors sold out IMHO, DSNY would be under .80 or even .75 right now

These die-hard holders from HTFBS will probably hold on until the AGM/RS plan is played out. IMHO, as an investor, obscuring the facts by using multiple straw-men of "a bunch of day-traders from a newsletter" or "a boogeyman naked short as the cause for this stock performing poorly" is not wise investment strategy. Holding management accountable for performance and recognizing that its up to management now to perform and gain confidence back IMHO is the correct perspective.
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