<<Names like Portal, Exodus, Vertical, Vignette, etc., ad infinitum,>>>
Just got some EXDS puts to add to the collection. That's the ugliest balance sheet of the list you mentioned, almost all owned by itchy fingered institutions, and almost reasonable premiums. A sure double; i.e.the stock.-g-
<< I hate Mexico and Brazil,>>
Have you ever looked at AES? Part utility, part construction outfit, part finance company. Heavy into Brazil & other great foreign locations. Balance sheet reminds me of FNM & FRE. Also in my collection. |
