Harvey Norman: A Better Company?

Both I suspect will survive, but both will probably have a rough, rough patch in between. Expect it with these kinds of company, any kind of company that has cyclical, a cyclical dimension to it. If you're looking at these two, I think you're probably playing a value game. You don't have to buy these companies to be a long-term investor. Trying to trade on them is, in my mind, just madness. Like really crazy stuff.