jesus...well stated, I agree with your macro-analysis & micro-insight.

I also did well with Diamond Fields, but cashed-out  too early (I remember having an "Oh My God... Meltdown" when I realized what a horrific mistake I made by selling @ $13).

Today I started buying MacDonald (I've been in NOT since 9/19 & am looking to expand my area play exposure). FYI: I'm not yet convinced BMK/NOT are b.etter than DMFR, but am open to the Blue Sky possibility. 

Your D.D. is appreciated, keep up the good work.

ps:AMDG & thanks for the reminder