[Evan]

1) I think it's really funny that so many of you are trying to reason with a guy that is clearly not going to change his mind until he makes a prediction about how the market thinks/acts/moves/eats/pisses/whatever and it doesn't work.

2) The suggestion that an opinion (lost in all this seems to be the fact that David is in all likelihood completely unqualified to evaluate either the actual cost of accidental deaths or the market's implied perception of it) about a misevaluation in one facet of the stock is a good reason to buy or sell because all of the other factors as a whole will be a wash and "Any deviation is just variance" is laughable. Again though, no one believes this until they see it for themselves. "The market can stay irrational longer than you can stay solvent."