I had two of what I consider “best of breed” (BoB) companies per their respective niches in US manufacturing, Faro and Stratasys.  I considered the bad Machine Tools sales data per this post and made a decision not to hold both of the above, related as they are.  Each has been highlighted and updated in recent NFTRH in the NFTRH+ Notes segment.

So when SSYS violated its SMA 200, I solid it immediately and clipped a limited loss.  It has continued down.  FARO on the other hand has been inflicting paper losses day after day but I decided to hold through earnings.  This BoB has rewarded my patience with a nice quarter despite the above-noted Machine Tools fade.  With ISM weakening anew [edit: well, easing a bit] in April I may have to consider taking the profit in FARO.



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