Seriously- this market has digested that old story- actually I think you'll get a knee jerk reaction to the downside then it'll recover in a hurry. Market knows rates will increase .25- June or Sept - who gives a flip its old news and priced in,
Bigger concerns is currency and the downturn in oil and its far reaching ramifications,
SCTY is lining up the pins- love the stock
"When the general market tanks" a lot people been riding that horse over the last 12mths- only to see appreciation slip away.
SCI has a more targeted approach than ever before- outside of the STEI acquisition that has almost doubled their stock price in 18 mths their purchasing of some flagship locations has been spot on.
I like CSVs acquisition strategy as well. It should move into the 24 - 25 area sooner rather than later.
I think you are right, this Executive Team has tons of experience both in energy and with Wall Street.
They will wait it out and push for big jackpot. I think that timeline now looks like
2018-2019 vs 2016-17- it will be fun getting there. Great example of patience will be rewarded !