Yes you are right i had many oil companies, (75% of my portfolio) and i was getting $1000 a month in dividents. I thought by reinvesting i would probably retire early.My mistake was that when oil hit rock bottom , i kept my shares, thinking that oil will recover , but it didn't.I lost big time and all of the companies were TSX and NYSE.Last five years that i invested in OTC stocks , i have recover most of my money and i am profitable.As for $LBRMF i think it's a unique case, but again as you mentioned there is always a risk if iron ore goes to $60, but i give this 10% and 90% that will not drop $100 for at least 5 plus years.
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