Hey Radx,
Holding DCN from some time ago, came across with your initial posts on stock, hound did some DD on model and we brought a few as we were looking around for some goldies for portfolio at the time. Well done young man.
I saw earlier how Ammie marched you in to the naughty corner by the ear for being condescending beginning of week.
I think I talk for the majority of forum in that we will tolerate a 'know it all insufferable young so and so' as long as you keep delivering, although once your productivity drops the forum will turn
SCL, CLV, LON lookin ok, VTI, AHV have the hounds attention and plenty of others at these prices, Dow on some acid flashback from the 70's, have not the gonads to hold significant $$ long anything. open positions 20% of portfolio (incl goldies)
Gees there's more than a few brilliant models with real metrics looking good, best to wait for the final residues of LSD to work it's way out of the yanks system I guess.
Above delivered with a sense of humour.
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