zeev thank you. i've found it very dangerous to go with those hyped stocks from Tobin. What I read him for is his macro calls on various markets. Which is why I never disciss his 'picks'. Thank you for the info...not a surprise at all;)
I find his take on markets and trends worth a read.
The white man seeks to conquer nature, to bend it to his will and to use it wastefully until it is all gone and then he simply moves on, leaving the waste behind him and looking for new places to take. Chiksika (Kispokotha Shawnee),March 19,1779