Ex. Guy, you are making WAY too much sense over at AG - CUU is the investment, after all, that will defy all logic, market force, precedent and business sense, don't you know!
For what it's worth, I think your ballpark valuation is pretty accurate. And so is your risk assessment, vis-a-vis the time that money will be tied up waiting. That's the primary reason I'm not in CUU.
On an entirely different note, I've taken a position in HLF. Underwater for other, fishier, reasons! The stock took a hit with the product recall earlier this year, but for me that was an entry point into a good, longer term investment. The dividend is secure, at a touch over 4%. |
