Thanks PaulTiger. Here we are misbehaving again. Oh well.

I looked at Thompson Creek recently. A friend of mine, a designer, did over their offices. They are very, very happy with themselves. However, I considered them fully valued for now, although I think there's a bias to the upside.

Maybe it would be better if any stock we bring up 1) is single, or one of two, 2) has a particular reason attached, and 3) that reason can be easily compared to KXL.

For example, TCM has been an amazing sucess story - the kind of thing I think we're hoping for KXL. However, I'd rather be in KXL and ride up the mountain rather than picnicking at the top.