I see it took one hell of a drop. Like yourself, I tend not to buy into the whole "long term" thinking. I tend to look at what a company has in the pipeline whether it be new contract or products. I tend to go from there. No potential for growth, then I tend to cash out and reinvest in another fund.
I imagine it can get pretty stressful in that line of work. I'm reasonably sure that keeps it exciting. What is the most satisfying part of what you do?