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Fat and Happy...

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    Well it seems the CEO has pulled a rabbit out of the hat with this latest quarterly ANN.
    A new format, an upbeat, confident tone and a few snippets of information hinting at good things to come.
    FH hopes he has learnt to avoid rash prognostications regarding the timing of deals...

    Fat Harry is, well, fat and happy!
    He agrees with ds, Twinvest and others that the SP "pendulum" swung too far (up) on little news last year and has now swung too far (down) on little news (of deals) this year. Good for traders, perhaps, but a difficult ride for LT holders.
    We may have to hold for a while longer, but, when deals come (yes, FH believes they will) the rewards should be substantial. But, to echo ds, it is rather frustrating watching bank stocks soar to new highs...

    The (Slim and Happy) Cat
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