Comment Update
Just an update to those that have been following.
If you left me a comment and I didn't reply, it is not because I didn't like it or thought it wasn't relevant. It's because WordPress has been putting all my comments in the "spam" section. Though I think 99% of them were spam, I have been deleting everything in that folder without reading the comments. It wasn't until today when Adam from ValueUncovered commented that I realized what was happening.
Sorry for any inconvenience. Please feel free to comment going forward.
I should have an update on a couple of holdings soon...