Excellent comments, Tiger. I'm presently ~60% in stocks and ~40% in cash (earning 7.5 to 8.1% pa). I'm planning to add to my ARG holding in the next few days.
CHO is currently trading at a handsome discount of > 10% to NTA so that's also worth a look, while STW hasn't been this cheap in a long time. Would love to see it drop below $50 but I don't think that's very likely.
