The Power of Defensive Reaction in the Fred Martin Scenario

Fred Martin has a specialty in small cap stocks and mid cap stocks. If you're looking for 10 good stock ideas over the next 10 years, this is exactly the sort of pool that it would be smart to fish in. I don't think you want to voluntarily put yourself in positions in your portfolio where you have this feeling of I'd like to be relieved of my command. You don't want to be put into a position where you're saying things like we're bleeding from every orifice.