I agree Jimmy yes I was buying IMF at the same time for the same reasons.
I also agree with your summary that LCA is where IMF was at. This is the business model that I like and hence for the reasons I posted on the IMF thread I sold IMF and bought LCA. Patrick Maloney is doing a shareholder roadshow at the end of this month and I have already put those questions to him so i'll let you know the outcome.
LCA Price at posting:
66.5¢ Sentiment: Buy Disclosure: Held