Like Q now, it was dead money at the time. Got rid of NOK eons ago.
All the smart money is now in commodities, black gold, sandy Canadian black gold [including SU since Friday, along with Jay], refiners of black gold, gold and CHC, cold hard cash buried in coffee cans in the back yard. I am merely a pilot fish, tagging along.
I am in all these plus SONS, which is my largest single position other than CHC. A mysterious Kiwi billionaire, no doubt advised by Mq, got into SONS in a very big way much, much later than me. I will trust his judgment because I am not smart but, fortunately, just smart enough to know who is indeed smart. |