RE: RE: RE: get the F outta here I think you are right MK......I do remember DM saying in the past that he didn't own it, and wouldn't either. I remember him being somewhat curt with his answer, making me wonder what else might he NOT be saying. So I too was surprised when I heard that they now own the name. I am sure that it has to be a very small position in their fund though, but still. Guess there's money to be made "slumlording it".
What is even more surprising is how they value mgmt in their assessment. I still see DD as having sold these assets to the fund (TN.un) as a very sweet deal to him, which usually means that shareholders are the ones holding the bag (a fully valued bag). I have my original position in this name, and haven't added any since. Would consider adding more if it were to get cheap enough.