Solid list - you've done well! Total agree on APX. I've watched...

Solid list - you've done well!
Total agree on APX. I've watched it all the way up from $1.60 and regretted every day for not buying it back then! I still hope for a pullback, but it's like a runaway train!
I've got a couple of yours on a 'reserves' watch list:

GNG - solid ongoing delivery, with consistently strong ROE. My only question was on their growth outlook for F17, but I have this one currently trading below intrinsic value.

VTG - another one with a great record of ongoing delivery and strong ROE. I think it's priced above intrinsic value for now, but if they can keep growing on trend, I will have under-estimated them.

DTL - I really like how they've gone about it, but hold RXP and don't want too much exposure to the same industry. I've also held ASZ in the past, but that one's over fair value at the moment.

Good luck!