GREY:WFEMF - Post by User
Comment by
sesses3on Aug 10, 2011 10:29am
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Post# 18925786
RE: To : sesses
RE: To : sessesThat's right, everyone who doesn't agree with you must be pursuing some hidden agenda, so no need to actually engage in discussion.
I don't think you're doing a very good job promoting Woulfe right now, even though that seems to be your intention, since you're misstating the investment case. Woulfe is not a play on economic recovery in the West, but rather on the supply-demand imbalance in the tungsten market and continued industrial growth in Asia (the latter is dependant on the West at least not shrinking any further, though).
As for your belief that one apparently can't be long a stock and be willing to contemplate potential risks/downsides, I don't see why an approach would make sense.