You obviously have a good market nouse and are in a fortunate position. You are lucky to have had only one dud as I have had many but probably looked at more stocks in Oz & USA than yourself. My regrettable purchases have been short lived in my portfolio and probably due to influences such as Diamond Joe and I did buy Bond Corporation and lost most of it as I thought that somehow he would pull a rabbit out of a hat. Skase I always thought was a crook. I wonder if Pixie is still living on his ill gotten gains? My last "home" was Macquarie and I still find it's research second to none although I did vet the research before advising clients.
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