The spinoffs are always a surprise, as it was for the last spinoff from GCR. You never knows when it comes.

Concerning AGX, as far as I know from my talks with Kevin, they are working hard on it too so I think it's a good policy to place fairly good bets on it. COD is a longer term play but I agree with you, it's better to buy at the present price than when every one and his dog jump on it.