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No. of Recommendations: 3
Hi LotB,

Yeah, I'm still here. :-)

Closing timing was lucky, indeed. The last few months have been brutal. I haven't checked this port as if it still existed, but looking at my own portfolio and Stock Advisor's list of recs and the Phoenix 1 port in Supernova, things are down quite a bit, especially for some.

I learned a couple of hard lessons with the MUE port. One was to have a catalyst for getting a higher price, not just low expectations. Second was I should probably avoid physical commodities (FCX -- ugh). And avoid those that can be commoditized (MBLY and other chip makers being a prime example).

Of course, finding a winner and keeping it (and buying more at a "high" like NFLX) can clean up a lot of mistakes! :-) That is still, by far, my own largest holding.

Thanks for your note.

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