DAG Investments
Long only, value, growth, long-term horizon

CECO Environmental: Taking Advantage Of Clean Air And Water Trends

As detailed in my Instablog, one of my strongest opinions about stocks is that when to buy is just as important as what to buy. As a long-term investor, it has consistently proven very profitable to buy the stocks I like when they dip in conjunction with broad market weakness. So, I'm trying to write about my favorite picks as quickly as possible since I think several of the best market-wide buying opportunities of this year will occur soon.

For that reason, I had mixed feelings when my CECO Environmental (NASDAQ:CECE) shares popped up ~7% today (9/30), not only in one day, but notably on a day when all indexes were well in the red. I've watched...

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