Hi everyone,
I'm new here. I can see a couple of familiar "faces". :)
@PlanMaestro: I'm always in awe of your analytic skills on companies/assets heavy in financial engineering. I agree with Nate that those are PhD level materials. I never get comfortable to invest in GKK or Tarp warrants. I don't know when my circle of competence will expand enough to cover this area...
@Nate/OddballStocks: How about a really really old idea: MSFT? 8) The more I look at it and compare it to other ideas, the more I think it's great value in plain sight. At the moment, my 2 best ideas are RIMM and MSFT. Btw, I did some more scuttlebutt on RIMM. I like what I found. RIMM's moats in corporates is stronger than I thought.
@Uccmal: Calculated risk taking? You mean this? ::) http://www.heraldsun.com.au/news/breaking-news/skydiver-lands-without-parachute/story-e6frf7jx-1226365466244