Q: Hi Team,
After selling gsy into yesterday’s bad news…any suggestions on where investors like me should invest to “get our money back”? Tough question …would need a double. I did put some funds into Tri yesterday on the dip. If Tri gets back to old highs at some point that would be a double. Is this a fair bet? Any other suggestions ? Tough question I know and realize can’t tell the future but looking for best bets here for names that might potentially produce a double over the next couple years or so?

On a side note regarding gsy…very disappointed in the company that I was holding a high position in for a long time. It seems to be lendcare was a bad acquisition. And now looking in that short report seems 100% correct …even down to the exact 300million range of charge offs. It’s also obvious in my opinion that it’s likely why Mullen left, and shortly after the new ceo. I don’t believe health reasons as cited was the issue. Same can be said for the ceo. I assume these guys knowing and not reporting to investors until now is a crime or no ? Any chance of getting any money back in likely upcoming lawsuits? I know …doubtful ; This was a tough pill to swallow as I lost 45k on this dip. Was probably holding more than I should have. This was a gut moving event for me and my family.

Thanks

Shane

Q: ZDC has been drifting lower the past month. Is the fact they raised money a contributing factor? Is the story still solid for the future? What do you see for ZDC over the next 6-12 months? Is this an opportunity to fill out a position?

Q: Hi, I always like your options about valuations. With this diverse group of stocks, please rank the order in which you'd initiate a position today, with a short explanation why. Thank you.