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faithabides

10/22/19 12:40 PM

#175690 RE: dillonview #175685

The surface of the very short term looks a bit concerning. But, if you even connect the dots since the Polartec announcement and listen to the entire ASM meeting, I think you’ll see a thought out plan in place. Bigger news to trump an RS worry. I don’t know the order of release but I am a buyer here and anything lower. I don’t care if I don’t get the order right and we see a pre-RS .15 or .12. I don’t think we will but I don’t care. KT defined the parameters pretty nicely. If you trust him, you buy or hold unless you think you can flip some for more lower.

I know this doesn’t help for the very short term. But, someone happily bought in December 2014 ... it went lower by February 2015 and even lower by May 2016. But, that happy buying was the right choice then as I sure it will be mid term and long term from here.

Megasilk

10/22/19 2:33 PM

#175703 RE: dillonview #175685

IMO

Eggs arrived in January 2019 and have been under the care of professionals. Hopefully, there are many stored cocoons or spools of silk thread.

https://www.fibre2fashion.com/news/apparel-news/high-logistics-costs-worries-vietnam-s-garments-sector-246477-newsdetails.htm