He had ASW pegged when it was back in the mid $20.00 range last quarter, and look at it today (biggest percent gainer on the NY. He was negative on MWAV above $10 this spring, and look what happened. FIFO recommended to sell EQIX on the last earnings run, again impeccable timing.
If FIFO has been following BDR since the IPO, and says buy here, that is good enough for me. I wish I had listened to FIFO sooner on BDR, now my third biggest position.