30-08-2016, 08:58 AM
(29-08-2016, 09:07 PM)ksir Wrote: In hindsight (everyone is expert), perhaps it was far more effective to focus CMA in semiconductor industry from the start then expand to other segments when learning curve is crossed! Alas, to quote from Howard Marks' "if you don't get what you want, what you got is experience".
<vested, happy with the dividend and satisfactory returns>
I like the Howard Marks's statement too.

(not vested, but one of the interesting stocks in my monitoring list, and a fan of Mr. Howard Marks)
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡