I like that Divvy theory JB, it's old school and will work...

I like that Divvy theory JB, it's old school and will work through lean times and speculative times. It's the way the markets used to be and will surely return one day once they have sent enough speculative players broke.

I'd add two bits to it without detracting from any of what's there :- don't discount having a method for picking up that small divvy paying company on the cheap if it's a bit oversold, it will still be dearer but that premium can be insurance paid for already being profitable. Second is a get out clause at some point, whatever that may be. Fundamental, Technical, gut feel whatever, something that at least gives you something in the dollar if a companies fortunes turn bad and your not at the mercy of the administrators.

Good stuff JB, I read in a comment you were an economist so it's good you share that.