Some of us here simply consider the company's thesis to be intact and its fundamentals strong enough to hold up to any of the so-called "headwinds".
I would argue that 70 odd days of post-acquisition data does not a "wrong call" make. If we've experienced supply constraints in Q1, then I am most interested in seeing Q2 results. How much cash did we generate in Q1 anyway?
‘It is a capital mistake to theorize before one has data. Insensibly one begins to twist facts to suit theories, instead of theories to suit facts.’ - S. Holmes
I have been told that the company has already passed on at least one "tuck-in" that they would've liked to have pulled the trigger on. I imagine that debt is top priority, so we'll just have to wait for more of those opportunities, along the way.
We are still owed an "Investor Day" and investors should hit up Adam Peeler at IR to see where they are at with that. I think we'd all love to get some more frequent news updates. There were plenty in 2015, so we know the company will publish when warranted.
There has been lots of mention of "pro" trading and "teams", etc. lately. As much as I despise the concept of short selling (to me it undermines the basic principles of capitalism), I have to be greatfull that the 2015 short attack allowed me to acquire my shares at sub $40. I have not much more good to say about the day traders (who post here), as their short-term antics are counter-productive to my goals and beliefs, and the usual bi-polar banter is exhausting and often insults one's intelligence.
So some of us, who have been around for a while and who will still be here in months to come, are simply waiting and watching, and of course hoping for the best. I don't think that we are pumping, but will gladly share any tidbits of news as it becomes available. As I've said at least a few times on this board: I wasn't planning on selling today anyway, so today's share price doesn't really matter. I'll wait and experience the high single-digit non-cyclical growth from now to 2017+, and THEN we can compare notes.
GLTALongs