Jeez, there is a tempting devil-on-my-shoulder whisper to come across as a grumpy older investor. Yes, I walked 5 miles to school in the snow and barefoot most of the time. But I've always been a fundamentalist who was impressed by a reasonable 'story' or thesis for a particular company. Having made a lot during dot.com days and then watch too much of it slide away, I will happily listen to the rose-colored glasses version of events and then do my own revisions as to why American Motors will NOT be making a comeback. Currently, I like non-commodity tech and energy stocks. I used to like smaller companies but the odds of them getting acquired or squished is about even, so they better have a great and unique advantage. I'd love to say I was a buy-and-hold kinda guy but the truth is I do get impatient. Having heard it too often, I don't like a management excuse of the sales being soft because of deals that didn't get closed in the final few weeks. Like most of you, I will make exceptions to that if the story is right. And that is what we're here for, sniffing out our version of truth among the piles of information. Like a meal in a vegan restaurant, not all of it is good!