Ann: MIN: Market Update and Teleconference Details, page-13

The way to invest is not to choose an industry you like, but to sniff around the garbage dump and hang out with things perceived as dogs. Trying to pick the ones which have only got mange and fleas but not rabies - that's clearly a hazard of the profession.
STO and AWE never had the rabies, that was obvious all along - the only brain disease resides with Mr Market on this one. Picking stocks you like is entirely alien to me and seems a retarded way of going about things.