Bobwins, with all the information you have shared, I am wondering and curious to know about how did you pick NWAU.PK that has no 10K or any SEC filing to value the company on the basis of how it performs?
Loved your post on how you evaluate investments. A keeper. Brings up a question regarding any stocks in a bear market, but I will pick MDF as the example. Is MDF as it currently is performing a keeper for you if you knew that we were entering a bear market for the next year. I assume that some portions of your portfolio would be keepers and others would be sold.