Two people have now posted that shipping costs are likely to...

Two people have now posted that shipping costs are likely to rise and this will impact margins and ebit, leading to missing their previously stated (and possibly overly ambitious 2nd half) forecast.

for me (and I say this with all selfishness ) ... This would be ideal...a downgrade due to temporary factors that have nothing to do with the underlying fundamentals of the company.

now if it drops like a stone that is great...I can reduce my average cost and by much more. I will sell one of my other Holdings.

my initial buy was at 18.60. and the more it goes down (in the short term) the happier I am.

if your ideal holding period is forever, then temporary hiccups like this are wonderful opportunities.

if however the factors for a downgrade are more significant then I will be more concerned.

i was afraid I missed the bottom at 13 last week, so I am feeling relieved.

note I am not short. I am only a long term holder (a Buffett follower).