when does inforone return, page-12

Keep coming across you tonite Chawkey - we must have very similar investment criteria: PEN, MMR, PRW, ORD, what else are you riding? My top holdings in size are PEN, SSN, ORD, GOR, AVB and VOR with lesser $s in BKP, NWE, GOA, CTP, MMRO, BPH & PRW.

Strong belief in my top 6 while view the others as more speccy.

As for ORD, much patience required as Laos project develops, but could be huge as long as we avoid any specific black swans.