Um?
- market is doing some really weird stuff that's been on my radar for *checks note* almost a year
- you guys realize the gas generation equipment market is constrained for probably 3-5 years
- who cares if there's an import or ST issue w/ a small co that was forced to scale at lightening speed
- this too shall pass
- 1.5% position to go
V
http://dlvr.it/TP7Zdl