I will talk a little about a stock we own this week, and have no intention of selling. I seldom do this, but I believe we are probably finished buying (absent a decent retreat in prices) as it has already grown to our 5th largest holding. In any case, it is a good instructive example of the type of very good returns available from time to time to the alert. Also, the gains here are primarily income driven rather than capital gain driven, so it is different to many of our holdings.
