I expect there is likely a catalyst for this and I would want to know what that is because that might shape the direction of the conversation. (rachelheldevans.com)
The cheaper the stock and the closer and more likely the catalyst, the larger the holding, and vice versa. (carbonbeacham.com)
The most likely catalyst would be a bear market similar to the 2000 - 02 experience. (brooklyninvestor.blogspot.ru)