EZ - Thanks for your post. For me I guess it is just I invest to win and I never cared about the industry or the plans, just to win. KRY is the only stock I have held more than a few months and as the years drag on and I kept increasing my holdings I get frustrated.

I don't think my GRZ play was by default, rather it was a well played trade of the sort I am used to. I don't think Bellanger is great but he delivered what I was looking for while Fung as yet has not.

Maybe he will but time is running out.