Honestly I try to do my research rather than go of my own intuition or assumptions, I also take what professional financial advisors and analysts have to say because I am far from either.
For the past 3 quarters THLD has done better than expected and I am assuming the same will happen this quarter (knocking on wood as I type:) underneath I have posted last quarters results and this quarters expectation according to an average on the forecast of 3 different analysts.