The most difficult thing is often to do nothing, absolutely nothing. If there has been no fact based change to your investment thesis, then why alter course.
I'm distracted by another of my investments which has gone nuts since Xmas, after 12 months of treading water, and 2+ years of going nowhere before that ( after a rerate 14 months ago ). Taking new technology to market is tough. Lot's of hurdles to overcome, technological, regulatory, the inertia of change ( particularly when aiming for true category disruption ). IMHO, the only answer is to research hard & get in early, monitor, and ignore the negative noise unless something fundamental changes in your thesis ( ie, turns out CBP was a dud ).
I believe we won't need to wait to long at CDX.
CDX Price at posting:
5.5¢ Sentiment: Buy Disclosure: Held
