Hi Tom, just this morning i searched SI for gyd, and found lots of references on this thread ... quelle surprise, it used to be quite ignored ... i hold a little again, added a few this week, was hoping to get more in the .teens but that appears unlikely now ... i think La India will be more significant to them than Seel, but ya never know
Can't believe how some of these are running now, we should be just entering peak [read 'trough'] of tax-loss season .... ano.v, yeesh, wouldn't have minded adding a few of them, good idea to go to loonies, simpler .... got a little fresh ammo, not sure what to do with it, looking at spc.to now, rand came off some, and while RSA is scarey i think the discount should narrow from here .... sml.v too [where is Elizabeth?], like gyd.v it's been punished overmuch for not hitting a home run the first big season |
