So…. I was editing this and apparently if you save on WordPress without waiting for all your crap to load and update… well it saves a blank page. I remember saying something about the run-up of SCC to justify my buying, and then the div yield of DMC… then a paraphrase of Howard Marks on how we can’t know much about where the market or a stock will go when knowing would make the biggest difference.
The days after showed that I should have listened to my gut as the price lowered by a few percentage points. Glad it’s back to around the price I bought it at.
Too bad the Wayback Machine hadn’t archived the page. Oh well.