"Kind of makes my prior post redundant." Not at all. The points...

"Kind of makes my prior post redundant."

Not at all.

The points you raise are a highly relevant reminder that, at different points in the cycle, SDI's stock price will behave in starkly different ways, and that it is worthwhile to be aware of that, not just for investors who try to Buy-Low and Sell-High, but to manage the expectations of long-term shareholders like myself.

SDI s a teeny little boat trawling international oceans, and when the seas become a bit wild, it gets tossed about in the swells.
It doesn't capsize, though.

So shareholders might indeed suffer bouts of sea sickness, but they aren't going to drown.