Hi Yellowcake,
Thanks for the factual based opinion on TFC. You have certainly been consistent in your view about them and, unlike many other negative opinions on HC, back this up with good industry knowledge and information.
I have made a lot on TFC to date but have been reducing my position with MIS situation and gut feeling relating to your concerns surrounding oil yeilds.
However, will still keep a position in TFC, although just a smaller percentage of my portfolio.
Dejavoo, like roadkill, I read JC's MA and invest selectively in some of his picks. I used his database and found TFC two months before he picked it.
No-one will get every investment decision correct and some of his have been failures. However, the LT track record is exellecent. However, if there is one issue I would have with JC, it is that he holds a crappy position too long instead of getting out and recycling the remaining cash. However, this is how his sytle is and it has obviously made him a Gazillionare.
Cheers
John
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