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Hi Andreas, do you have any sense of how much of your small-cap performance is tied to the oil business? Most of the good ones I have had have been oil-related, I wish more industries were performing as well.

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Yes, those energy names where picked becasue they where small caps, where cheap and they had momentum (stock) + industry momentum. Got about 8 Energy Stocks out of 25. But not only energy producing performance, just have a look at HDSN today and yesterday. Blow out numbers and the breakout did not fade so far.

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Well done sir!

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Thank you!!!

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