i would be there if it weren't for FMCKJ et. al. 6x+ from here....
I still have 30% of liquid assets (in Roth) in ACAS.
historical trading once dividends kick in is 1.3x book value (NAV)
NAV is, what? $17 today? buying back shares while exempt from dividends under IRS code till tax assets eaten up? we have a LONG way to run. not as long as freddie, hence my weighting.