Update November 19, 2011
I wrote the following investment idea back in May 2010. I must admit at the time my basis was driven more by group think and less than a true understanding of the trade. At this point I feel I need to “remove” this post but do not want to delete it. I made this call, luck on my side it has worked out well but it was pure luck.
For me to simply delete it as if I never wrote it would be unethical and against how I operate morally. It was not based on a thesis