re: watch this one... for the revival I agree with you Miningnut. Sometimes people are overly focused on diversification for diversification's sake, and also very impatient. (pins and needles in the @$$ syndrome - just can't sit on a position long enough to let the fundamentals assert themselves.) Not a criticism of Jocam - he is a very astute investor...just a general comment.
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watch this one, page-19
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