My major concern re: having a big THST position is its lack of liquidity. Before I get too heavily into something, I like to look at how I'm going to get out in a company-specific worst case scenario.
Paradoxically, lack of liquidity also correlates with superior returns and mitigates losses in overall market downturns. So owning a little bit of many different illiquid stocks (like THST) makes sense.
Very few big names have THST's kind of valuation. Consider our DDIM ratings, which are based primarily on value metrics, though 12 month relative strength is also factored in. If you go to the screener at DDIM.com, you will find only one stock in the largest market cap decile (Best Buy - BBY) that is also in the most highly rated 100 of the 3000+ stocks followed by DDIM, coming in at #80 (based on 1/6/17 closing prices).
Needless to say, a lot of stocks that deserve to be cheap get high DDIM ratings (e.g. many Chinese stocks). That is why DDIM links its screening results to relevant Seeking Alpha articles, which provide a qualitative perspective.
If you want to see how ratings and Seeking Alpha input translate into an actual portfolio, the DDIM screener can also tell you which rated stocks I was long or short as of the 1/6 close (i.e. positions worth more than $100).
THST, incidentally, was ranked #15 at that time. This made it the 6th most highly rated stock among the 61 rated stocks I owned at the 1/6 close with positions > $100.