THoughts on SNCR - The Making of an Investor

Saul posted this very logical assessment of SNCR here on Dec 9, 2016:

http://discussion.fool.com/thoughts-on-sncr-32511972.aspx

Since that time, the stock has been absolutely pummeled, down 38%:

https://finance.yahoo.com/chart/SNCR?ltr=1#eyJtdWx0aUNvbG9yT…

That will take a gain of 65% just to get whole!

As I have said many times, when a company disappoints once…rarely is that the last time.

For those that stayed in this stock, this would be a great time to do a postmortem…there are of course exceptions to this rule, just not that many IMO.

Nice call Saul!

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That will take a gain of 65% just to get whole!
If your portfolio is up overall, than you are whole with no need to get stomach pains over it.
I believe Portfolios should be evaluated as one whole unit, and not the individual components. Decisions on what to sell or keep should be made component by component, but all decisions should be made with the idea of strengthening the overall portfolio.

b&w

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Decisions on what to sell or keep should be made component by component, but all decisions should be made with the idea of strengthening the overall portfolio.

or as Tom Murphy said: The job of a manager is not to find ways to make the train longer but to find ways to make it run faster.