Can't say I share your optimism, especially with regard to CCI.....
I take it you saw that the Kahn's sold out of almost all their ORI position (which they've had for quite some time) last quarter. They are long-term value investors who I guess see the risks. Or maybe they are just heartless shorts trying to talk down the stock with their sales...maybe Kaiserjohn (aka minute1trader) would like to comment....my guess is kaiser is the one that got hit with the sale and he's trying to claw his way out - check out his posting history.....