new nomura report, page-3

from past experience? this is the same analyst that had a sell recommendation on CSL when it was $37 and then fell to $28. Only person in the market to do so. I think they know a little more than you do Spy. Everyone is entitle to an opinion. But i have read the report, and to be honest, it makes alot of sense. It addresses "risks" that are clearly there. You can choose to ignore them at your own risk because you get wetted to a stock, and good luck to you. But atleast you have been told the "other side" of the argument. You'd be silly not to consider it. Your call.