RE: collapse????"I just want to be ahead of the herd,so I don't eat the terd!"
Pretty clever burpit, I haven't deen that one before.
As far as you comments on liquidity and cash flow. I agree, we all want and need those types of investments. But the thing is, I'm sure we all have those as well.
TCR isn't our only investment in almost every case I'd suspect. We allocate some portion of our portfolios (often very significant) to this stock or these types of stocks.
Your points are well made (as are analyzethat's rebuttals!) but don't worry about our liquidity or earnings, I'm sure we're doing ok on the whole.
Cheers, Opa.