Been following them closely since last August; have executed every step of the way with seemingly zero red flags (which is rare in this sector). They've been money during the downtrend and seemingly holding the mid-10's like a boss. They have propelled themselves as a clear top pick and I'm not sure even the irrational market can justify a more substantial haircut than they've already gotten. I'm extremely overweight on them and don't mind it at all really.I bought some GTII today. Thanks Preston, for putting it back on my radar.
But hey, if things get silly and they drop to the single digits, it could be the buying opportunity of a lifetime. I'm prepared for that and recognize it's entirely possible.