Yes we have a couple of stocks in common. I hold BSL, and GDNO and used to hold AVV, got out as soon as the earnings downgrade came. Out @$2.19, only made 10% on it :-(
I currently hold
Blue chips: BSL, MAP, ORI, LEI, FOA and FCL since July last year. IAG since float. WPL
Fundamentals: MND, CRU, CDO, SHV, CSM Recently sold IWF, AVV and FUN after earning downgrades, had fun from $1.