No. of Recommendations: 1
Very well said.....

I had exited many of GG more speculative choices years ago for much of the same reasons as your conclusions.

Short and simple, I can find stocks in the USA that probably have just as much potential upside with a lot less perceived risk. I can for instance find much more information on companies such as Solazyme, Westport Innovations, Linkedin than I could on companies such as YONG or CGA.

My favorite GG company......BAM and BLX. I am comfortable enough with BLX to invest in it.....as a matter of fact, I am more comfortable with BLX than almost every US Bank except WFC.

I like Potash and ARCO too......but virtually all my really speculative GG picks have long since hit the road (with the exception of wildcard BOBS). I am keeping BOBS.....





Starrob
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