What with GNW riding high, I'm doing fine and thanks for asking.
Looked at AGO but passed. Your suggested entry point, please?
Took another tack and went very heavily into COMMERCIAL REITs of the highest (most expensive) order on the come; figuring they have ready cash and when weak hands with fine properties can't refi, these smart guys will pick up the leavings. Your thoughts on the long-term outlook for well-positioned commercial REITs? My daddy once told me that except for a few volcanoes being active somewhere, God wasn't creating much more solid earth anywhere; thereby convincing me that real estate investments of good quality have become a scarce commodity. All IMHO.