Hope you're right, but I'm back into my sell a little bit mode at $38+. I don't see extended $40+ unless multiples in general get much better. All IMHO, of course. I'm often wrong.
PS I've made a little money on my "trading pot" of BBT where I sell as shown above and buy back in around $32. Been able to do this more than once this year given the tradding cycle mentioned in another post. I'm still somewhat overweighted BBT but not as much as a year agao. Won't be able to reitire on what I've made (Hell, I'm already retired), but I'm back in the market for those new clubs. Fan, what was your recommendation for woods and irons agin?