http://www.stockchase.com/expert/view/1271/Poseidon-Concepts-referenced-by-Mike-S--Newton--CIM-FCSI

Mike Newton - Mcquarie Private Wealth (Nov 20th):

Signal: SELL

"Got out a while back. They under estimated the number of new entrants to the space. 18% yield. He has read that it is probably sustainable but he finds that hard to believe."