RE:Bruce Campbell 2It is either the top holding or number 2 holding in this small cap fund of his. Might be his top holding after the last couple of trading days. While watching the show I was disappointed that it was not a highlighted top pick. Then at the end when the guy phoned in Bruce talked about it nicely but without promoting or highlighting it as much as he usually does. Afterall PTQ is this years VMD as far as Bruce Campbell is concerned or it would not occupy a top position in the small cap fund he manages. Look for a VMD-like repeat by PTQ by year-end 2019.
With the shaking going on someone was either positioning themselves or increasing their position prior to the expected good news Q1 coming out. Shares were being picked up at at 15 to 20% discount the last few days in a company that is basically a sure thing to go up in PPS. How can a fund manager ignore such a great opportunity for his clients. 15 to 20 % is a massive return over a year for a fund - let alone just a day or two. I am sure he wasn't neglecting his investors on this one.
Maybe he didn't want it to go up at this moment in time. His fund probably now owns even a larger position than it did before the selloff. Why wouldn't he take advantage of short term selloff to make his clients even more money?