Ruff, I know Silver had RMX in his portfolio, along with many other names he so graciously shared with me. And the vast majority are up significantly! I only wish I had followed his lead at the time.
If he sounds negative about SGR, he's certainly not alone and he has every right to express that point of view. I think many are feeling a little disappointment with San's performance. I kicked myself when I didn't reduce more at the $4 level as the fall was almost predictable. When (if?) San starts puttting up some better numbers, this board will become more positive. Until then, expect more of the same.