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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