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Eric, I read the article when it was first published yesterday and thought you brought out some good points. Although I'm getting more reluctant to add "cheerleader" comments on SA unless I have something pertinent to contribute*, I thought it was an excellent article. I especially liked #7 as it spoke directly to me with COP and BHP's recent cuts. Income still up across the portfolio despite the carnage in a few issues.
Good job as usual.
* Of course I always chime in with the thank yous to Mr. Fish only because the free CCC list is so invaluable.