Hello Jason
Thank you for your usual thought provoking responses.
I suppose my bias against buy and hold (you may recall our exchanges on this blog about who is the shareholder - the short term or long term buyer) is putting blinkers on my ability to fully appreciate fundamental analysis and investing.
Thanks again.
Kind regards and a pleasant weekend
Savio
PS I once bought and held on to Nortel which had patents coming out of its wazoo - I think I still have those worthless stock certificates somewhere.