11/8FAX has been a good investment since the market collapse, but today it exited my top 10. Willlook at trying this one again as a DRIP idea, but in the Mizone ac. A GUT replacement, at $7.25-ish.The tanker observation of a rough Q3 remains consistent with TNK reporting today. Like DHT,a divvie cut on lower revenue numbers. More severe div cut than I expected- I was thinking5-7c, not 2c. TOO also reported results. The div being maintained was announced several weeks prior.Tinkering with the idea of starting an AAII mini-basket of ideas in the Mizone ac. Perhaps4 or 5 ideas. That's also how they recommend one starts a portfolio based on their microcap screen. The tricky part will be tracking individual ideas if they include ideas from thescreen, but not in the actual AAII port. Pure conjecture on my part, but it seems like microcapshave above-average volatility in the Dec-Jan timeframe, as ports get reset for tax-relatedreasons.
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