Patrick did express regret that he could not invest in the stocks he recommends. I had somehow missed (or forgot) that Agora's writers could not invest in their picks. I made it a point the next day to corner Addison Wiggins and express my displeasure about that limitation. I actually do prefer that the people who's recommendations I follow, have some skin in the game. It was obvious that Agora was not going to change their policy. Even though Patrick had not said anything about leaving, I wondered then how much longer he would be there.
I also began questioning the wisdom of my Agora Financial Reserve investment. It was not cheap. And face it, if an investment writer is doing a really good job but cannot invest in his picks, how long will he stay associated with Agora? If it was me, I'd leave too. That means that every time Agora hires a winner, it is going to be a temporary situation. I did make this specific point with Addison.
And in response to your question about what I think? My portfolio reflects that fact that I think there's a good chance that Patrick is right about that $300...
