Yep, good points. Buffett has said that some people are just luckier in life.
Well, we are on the same page when it comes to investing from what I can tell. Trying to buy growth stories at a reasonable price. I try to get my cost basis as low as possible so I can hold for years. I can't ignore the seasonal opportunities but sometimes some stocks go on sale earlier than others. In general, I'm still looking at Sept or so depending on technical factors. I've got a big wish list: BIDU, AIXG, ASYS, IPGP, TQNT, CTSH, VECO, FFIV, DLB, IRBT, THI, RDY, BMRN.