Re: Good Time To Fly?
Holdem:
1. Your client is on crack - if you really returned 15% over the last 18 mos he should be kissing you a$$ and you should be managing a fund for some real money.
2. I get very nervous when people invest without a clue - Delta is a crapshoot - you're a hero or you're toast.
3. To get differentiated returns you should stick to companies with market caps under $500 million, that's where fundamental analysis makes a big difference.
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