He contends that revenue visibility is improve, with U.S. and China capital spending growing, and Europe likely bottoming in the first half of 2012, and cost cutting driving margin and cash flow improvements, the timeis now to get more bullish.
Sourcing good deal flowis a full time job for those in the investment community, so how is someone with a day job supposed to source great deals if they cannot spend their waking hours building relationships with intermediaries and companies?