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Author: Hohum777 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 1827  
Subject: Re: Nov 2012 musing Date: 11/9/2012 5:53 AM
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11/8
FAX has been a good investment since the market collapse, but today it exited my top 10. Will
look 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 thinking
5-7c, 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. Perhaps
4 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 the
screen, but not in the actual AAII port. Pure conjecture on my part, but it seems like microcaps
have above-average volatility in the Dec-Jan timeframe, as ports get reset for tax-related
reasons.
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