I don't get your logic. If they beat again, you'll miss the move. What's the value in getting in after the beat for a 10% move? I'd rather own a non-cyc with a 4% dividend. If you're playing the growth story, you are already late to it, this is not a safety zone play. Sure, it might move 40% in a year, but it might also dive 40%. Look at its crazy valuation, its priced for absolute perfection, which it has little hope of delivering.
8/27/14 at 7:52am