He really missed it on DRYS when it was flying. I bought it @ 15.94 and sold in 102-103 range. He never addressed the stock during the 13-month period I had it. Near the end of the great run that several dry bulk carriers had, he finally came out and was beating the drum for DSX, if I remember correctly. How can someone avoid mentioning a stock that took off like DRYS did. After the big run was over, he finally did a thumbs down on the stock, but that was when the dry bulkers were all pulling back.