1 point in WMI in 1 day is hardly taking a long term view which seems to be your current argument
I was considering an investment in Small caps so XJO doesnt cut it.
OPH does have a good long term record, but you are only as good as your last deal, so lets see.
Looking at their strategy though, they tend to invest in mid to large caps (ave mkt cap of stocks in their portfolio is $3.6 bn) and I note they are carrying 11% cash which is historically high for them according to their update in Jan. That's a long way from 40% cash in WMI, and far more sensible as a cash level imo
1 point in WMI in 1 day is hardly taking a long term view which...
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