Roger's 2 favorite buys were Isenta and Challenger. He then added Speedcast to it for good measure. However, he has been Mr Doom and Gloom for years. Just like a broken clock it will be right at a particular time. But at what opportunity cost.
He then wanted people to ignore Alitum at $4 saying it was way too high. I think he is a value investor.
Smart man when he comes up with all sorts of complicated theories which not many understand but his predictions are left to be desired.
For these reasons I don't follow Roger.
RBC - New Target now $34, page-9
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