Yes, Q4 will may not rock the world but profitable will be enough for me.
With the sector waking up again, it is great timing to have the road show back. Dye does have plenty of dry powder for something big and OK or AZ may be that 3rd state.
I'm excited about the future of SHWZ. I missed the boat on the sale prices over the past several months but am happy I picked up enough over the past few years, for this investment to be a life changer if this goes where I think it can. I am definitely overweight with SHWZ, but I don't see that as a bad thing.
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