I own PFIE and SYNA, but because they aren’t TMF recommendations (that I know of), I’m probably more likely to exit my position if something negative happens and I can’t see a clear reason to continue holding.
Hi Mark, I understand well your desire to stick with MF picks. I also tend to select MF picks, not so much more the continued follow-up by the team, which is almost non-existent at times (they have hundreds of stocks that they have recommended and it’s impossible to follow them all), but because of the discussion on the boards. For example Fletch’s discussion on the BOFI board is worth the price of the subscription.
What you wrote above is a bit ironic though, as unfortunately the MF SA and MF RB analysts will only rarely ever recommend exiting a position once they’ve taken it, no matter how bad the news and how much the stocks tank(witness WPRT, SODA, MNTA, and many others). It’s a matter of philosophy. They believe in holding indefinitely, and you have to be aware of that. (On the other hand, if the news is truly bad, I am much more likely to get out of a stock than MF is).
Best,
Saul