The Katana: Lauching The Samurai Fund To Prove A Theory

The S&P 500 is at close to record highs in 2015. And, the bull market is more than five years in the making. Today we are launching The Samurai Fund to prove a theory. Details below.

The tipping point in your 401K, where performance starts outweighing a maximum $19,500 annual contribution is roughly $200,000. Once you have $200,000, the real juice comes from performance where an 8% return equals roughly the maximum contribution you can make every year.

There are two lessons to be learned in 401K land:

1) Contribute the max to your 401K every year. And in 10 years, you will likely have $200,000 given company matches, and performance (even in this past decade).

And 2) Once you reach $200,000, you're going to hurt like no other if you lose 40%, or $80,000 of your portfolio, so diversify! The sword cuts both ways.


I've only had a couple big stock hits in my life, and I attribute it all to LUCK. Of course, I also attribute all my loss making ideas to BAD LUCK, and not to poor timing, bad fundamental analysis, and generally not understanding what the hell I'm investing in!

Essentially, I believe with a lot of luck and a little bit of effort we can outperform the markets.  Hence, let's see if the PF community can outperform the S&P 500 with our own randomly unscientific stock picks based on permutations of our own names and blog titles!

Launching The Samurai Fund

This is going to be a lot of fun! Here's what's entailed in launching The Samurai Fund.


* The stock idea/ticker you come up with must solely come from your name or blog site. For example, my stock pick is ticker symbol SAM, or Boston Beer Company! If your name is Credit Card Chaser, your ticker is CCC, or Calgon Carbon CP etc.

* Your idea can be a stock, or ETF of anything if the ticker makes sense. Once you get your idea, please provide a brief description of the security, market cap (of at least $200 million to make it realistic), P/E ratio, dividend yield if any, earnings growth where available, and your own personal opinion. Yahoo Finance is a good place to go for info.

* The Samurai Fund will consist of around 10 names for a total value of $1 beeeleon dollars! I'm assuming there won't be a flood of entries since it's the holidays, and entries take a bit of effort, but we shall see.

* The picks will be equally weighted in the fund i.e. 10 picks will each have an initial position size of $100 million, with a purchase price based off this Thursday's close.

* The fund performance will be reviewed once a month, highlighting every person's pick, with an individual performance ranking and underperformance / outperformance vs. the S&P 500.


Company: Boston Beer Company

Ticker: SAM

Market Cap: $668 million.

P/E: 24.6X

Earnings Growth 2010: 11.3% vs. 29% for the S&P!

Personal Opinion: Love Samuel Adams beer, but with no dividend, such lofty valuations and minimal earnings growth, this is not a defensive stock that is expected to outperform in 2010!

The goal of this exercise is to just have fun and help prove the theory that anybody can outperform the market with a litle bit of luck and thought.  Once we have a diverse enough portfolio, as explained by the Modern Portfolio Theory, we should be able to compete with the likes of Warren Buffet and Bill Miller!  Entries close this Thurs, Dec 31st.

Further Reading

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Updated for 2021. Let the bull market continue with stocks at all-time highs!

46 thoughts on “The Katana: Lauching The Samurai Fund To Prove A Theory”

  1. Hey no worries, guess I just got caught skimming a post. D’oh!

    NAT is just pulling 3 letters out of the “Steadfast Finances” blog name. I nearly went with SF (Stifel Financial) but it’s had such an awesome 5 year run, I’m not sure the momentum can continue.
    .-= Matt SF´s last blog ..Football Party Food Ideas for College Bowl Week =-.

  2. Company: Nordic American Tanker
    Ticker: NAT
    Market Cap: $1.27B
    P/E: 44X
    Earnings Growth: TBD

    My 2 cents:
    I’m taking a bet on an uptick in global oil consumption. NAT has a nice fleet of double hulled ships that some tankers don’t have, plus management slashed the dividend in 2009 and if reinstated (once business improves), the income investors would likely pile back in.

    Again, it’s a big bet but growing countries need their go-go juice.
    .-= Matt SF´s last blog ..The Bubble Decade Documentary =-.

    1. Hi Matt – Thanks for your submission, but the deadline was last Thurs, Dec 31st! Doh sorry. Also, just trying to figure out how NAT corresponds to your name or site name? I’m slow :) Maybe Nat rhymes with Matt?

      We’ll have new openings once a month, or definitely once a quarter for sure! I just got back today, after spending like 3.5 hours putting the fund and post together this morning. Next round!

  3. @ Monevator – Excellent pick! Don’t sell yourself short, the FS Fund will be a titan of funds. Employment picks up, and so will Monster Worldwide! Nice! Great addition.

  4. Okay, take two on the Mon theme:

    Company: Monster Worldwide
    Ticker: MWW
    Market Cap: $2.2 Billion
    P/E: 42X
    Earnings Growth: 167% for next year

    Personal opinion: I am picking this stock to keep with the play-on-the-blog-name theme, but I actually am pretty bullish on economic recovery so this recruitment giant isn’t entirely unattractive. I haven’t looked at the accounts or the balance sheet etc, though, and I’m not wildly familiar with US stocks (though I know many of the companies superficially) so I recommend it only for the FS fund, nothing more!

    Hope this makes the cut FS. :)

  5. Monevator – I welcome the contribution, however, a fellow blogger Don @ Money Reasons already picked Monsanto. Check the comments above :)

    Please let us know if you can come up with another name. Cheers, Sam

  6. Ooh I hope I’m not too late. My entry would be: GE (aka the Sheinhardt Wig Company).

    Company: General Electric Co

    Ticker: GE

    Market Cap: $162.5 Billion

    P/E: 14.1X

    Earnings Growth 2010: 17.33 is the target

    Personal Opinion: With the recent pending sale of NBC Universal to Comcast this might be an interesting stock as GE attempts to get leaner, but really how lean can you make a company that has more than 323,000 full time employees. I suspect GE won’t be outperforming much other than say GM.
    .-= Paul @ FiscalGeek´s last blog ..New Year’s Resolutions Suck How About Setting Goals and Measuring Them? =-.

  7. Still time? I’d like to submit the genetic modification and agricultural wing of Monevator enterprises, Monsanto!

    Company: Monsanto
    Ticker: MON
    Market Cap: $45 Billion
    P/E: 22X
    Earnings Growth 2010: 34.7% for next year

    Personal Opinion: I was going to say Monsanto could take over the world as the recovery kicks in and the Chinese keep looking to eat more grain-fed beef etc. Then I saw its market cap and decided maybe it already has — it’d be a top 10 company here in the UK, can it really double from here before we’re all dead?

    Oh well, as Len says, rules are rules, so let’s see how she fares. :)

  8. Sorry for trying to add a little safety to the super fund lol!

    Lets roll with

    JNY (as in Journy) for Jones Apparel Group (52 week range 2.39 to 19.74, how is that for volitility lol)

    P/E – 12.47
    Market Cap – 1.38B
    Dividend is .20

    Jones Apparel Group, Inc. is a designer, marketer and wholesaler of branded apparel, footwear and accessories. The Company markets its products to the consumers, through a chain of specialty retail and stores and through the e-commerce Web sites. The Company also markets costume jewelry under the Givenchy brand licensed from Givenchy Corporation, footwear under the Dockers Women brand licensed from Levi Strauss & Co., and apparel under the Rachel Roy brand licensed from Rachel Roy IP Company, LLC. The Company operates in five business segments: wholesale better apparel, wholesale jeanswear, wholesale footwear and accessories, retail, and licensing. The brands of the Company include Jones New York, Nine West, Anne Klein, Gloria Vanderbilt, Kasper, Bandolino, Easy Spirit, Evan-Picone, l.e.i., Energie, Enzo Angiolini, Joan & David, Mootsies Tootsies, Sam & Libby, Napier, Judith Jack, Albert Nipon and Le Suit. On June 20, 2008, the Company completed the acquisition of GRI

    My Take – Look at those brands this company is going to be fine! Not sure its going to be a homerun, but its going UP!
    .-= Evan´s last blog ..Four Words in Personal Finance that Piss me Off…and The Wife Says them All the Time =-.

    1. Evan – Haha, sounds good. Damn, are we top ticking this company or what? I mean, where were we went the stock was in the $2-4 range?? OK, nothing like a little consumer discretionary goods company to ride the economic recovery!

      EVO – Sounds good man. Dang, your stock has also gone STRAIGHT UP this year. I’m afraid! lol.

  9. Company: Edwards Lifesciences
    Ticker: EW
    Market Cap: 4.95B
    PE: 23.31
    Dividend: none
    Earnings Growth 2010: 16.7%

    Edwards Lifesciences provides products and technologies in treating cardiovascular disease. They are a leading provider in a growing sector. If you believe America will continue to be fat this could be a good investment. Was that mean?

  10. Len – Bwhaha, come on man, Lenar could be a STAR PERFORMER in the fund! Just your pessimism about housing is getting me excited about your pick. No earnings means there’s only upside!

  11. @Evan
    Hmmmm, interesting idea. You SURE you want to choose this low beta fund? If interest rates rise a lot, this bond fund is going to TANK! At $198mil market cap, we can barely buy a position in the fund, esp due to the trading volume. Any other ideas you got man?

    @Len Penzo
    Lennar is a good pick Len! I like it, let’s include it. The point of the exercise is to just randomly choose a real security totally based off your name. Lennar to the moon!

  12. I am in!

    Fund: BlackRock NJ Muni

    Ticket: MYJ (MyJ

    Market Cap: Just Shy of $200Mil

    P/E: 28.22

    Dividend (yearly): 6.1%

    Earnings Growth 2010 (estimate): n/a

    Personal Opinion:: With Interest rates rising bonds will fall. Oh, and isn’t almost every state already bankrupt?

    Company Summary:: BlackRock MuniYield New Jersey Fund, Inc. (the Fund) is a non-diversified, closed-end management investment company. The Fund seeks to provide a high level of current income exempt from federal and New Jersey income taxes by investing primarily in a portfolio of long-term, investment-grade municipal obligations, the interest on which is exempt from federal income tax and New Jersey personal income taxes. The Fund may invest in swap agreements and zero-coupon bonds. It invests in sectors, such as health, transportation, education, housing, utilities, corporate and tobacco. The Fund’s investment advisor is BlackRock Advisors, LLC, an indirect, wholly owned subsidiary of BlackRock, Inc. BlackRock Investment Management, LLC, an affiliate of BlackRock Advisors, LLC, serves as the Fund’s sub-advisor.
    .-= Evan´s last blog ..What Did African Americans Think Obama was Going to do? =-.

  13. @Len Penzo
    Hey Len, thanks for your entry! However, the ticker for Exxon Mobil is not LEN, but XOM, and I can’t figure out how XOM relates to your name.

    Hence, if you want to join, you’ll just have to do a similar write-up of Lennar Corp, the homebuilder, which frankly, could be a great pick in 2010 if housing continues to stabilize and rebound!

    Let me know. The fund closes today. We have more than 10 entries already.
    .-= admin´s last blog ..Creating A Masterpiece By Failing Forward =-.

  14. Cool idea, and thanks for the mention! :)

    Cash Money Life has an equivalent, so I went with it – CML.

    Company: Compellent Technologies, Inc. (CML)

    Ticket: CML

    Market Cap: 704.53M

    P/E: 146.90

    Dividend (yearly): N/A

    Earnings Growth 2010 (estimate): 31.0%

    Personal Opinion:: Aggressive earnings estimates for a company that has yet to register large profits. I guess my entry will mimic the elements of the S&P that drags down the rest. ;)

    Company Summary:: Compellent Technologies, Inc. is a provider of enterprise-class network storage solutions. The Company’s storage center is a Storage Area Network (SAN), that is designed to significantly lower storage and infrastructure capital expenditures, reduce the skill level and number of personnel required to manage information and enable continuous data availability and storage virtualization.
    .-= Patrick´s last blog ..Help Choose a Charity to Receive $200 =-.

  15. Samurai-san: My bad! I’m a fan of Alan and Ford because they are applying Lean techniques to the new Ford business model.

    @MBA – I like CL too, but I feel compelled to stay true to companies that practice Lean Management. This leaves me with another car company TM (Toyota). Challenged by some quality issues they will likely continue to suffer for a few more months but I believe their commitment to continuous improvement (Kaizen) will help them out of this rut.

    Market Cap: 137Billion
    P/E ratio (ttm): Nada – They’ve been losing money for the first time in over 50 years!
    P/E ratio (fwd): 26
    Dividend of 1.45
    EPS Growth: Yahoo lists 1200%? From zero that won’t be too hard :-)

    The continue to build good cars that have generic styling that appeals to a wide market. They are coming out with some new technology including plug in hybrid and are revamping the Lexus brand to draw in the younger crowds. If you like fast cars check out the Lexus all carbon body LFA!
    .-= LeanLifeCoach´s last blog ..Carnival of Debt Reduction – A New Year’s Resolution Guide =-.

  16. @Daniel @ Sweating the Big Stuff
    How can we lose with a company whose ticker symbol is “BIG”?!

    Excellent entry Thriftygal, and welcome to the community! Great description. The stock has done quite well, and is probably the most defensive name in the portfolio so far. Great dividend yield of 3.7%! If the market tanks next year, this should do well, as will “BIG” hopefully.

  17. I’m new to the PF blogosphere and your little game has forced me to look up stuff, which is exactly how I learn. So thank you! even if I’m too late to join in the fun.

    Company: PG&E – Pacific Gas and Electric

    Ticker: PCG (PC from by brand spankin’ blog: and G from my online moniker)

    Market Cap: $16.89 Billion.

    P/E: 11.86X

    Earnings Growth 2010: 7.6%

    Dividend yield: 3.7%

    info: PG&E is a public utility company that provides electicity and natural gas to northern and central California.
    Popculture reference: villian in ‘Erin Brokovich’ :)
    .-= thriftygal´s last blog ..My first post! =-.

  18. Daniel @ Sweating the Big Stuff

    @David @ MBA briefs Funny, I decided to go with BIG before checking out your comment. I guess we’re on the same track.

    Company: Big Lots Inc

    Ticker: BIG

    Market Cap: 2.42B

    P/E: 13.88

    Dividend Yield: N/A

    Earnings Growth: 11.5%

    Personal Opinions: Big Lots, Inc. operates as a broadline closeout retailer in the United States. As a discount retailer, it does well when the economy struggles. In 2010, as the economy only begins to improve, Big Lots should continue to have success in the discount market.
    .-= Daniel @ Sweating the Big Stuff´s last blog ..How To Get The Most From Your Gift Cards =-.

  19. @FFB
    Great little conglomerate you got there FFB! I like it. Will definitely be a good pick for the Samurai Fund.

    Tata Motors bought Land Rover at the top of the market! I donno, maybe! Golf kinda sucked… shot a 91 after 3 or 4 triple bogies. Lost two bucks to my dad and his buddy. :)

    @Bytta @151 Days Off
    Thnx for the suggestion. I’ll compile all these names and see how they go.

  20. Bytta @151 Days Off

    Alright, I’ll use my name here.

    Company: Steris Corp
    Ticker: STE
    Market Cap: 1.65 Bn
    P/E: 14.56
    EPS: 1.93
    Dividend: 0.44 (1.60%)
    Estimated Growth in 2010: 4.1% (ouch!!)

    My 5 cents’ worth:
    Steris Corp develops, manufactures, and markets infection prevention, contamination control, microbial reduction, and surgical support products and services to healthcare, pharmaceutical, scientific, research, industrial, and governmental customers worldwide. With the hysteria of swine flu in the past and Lord knows what kind of mutation it will bring in the future, the company will stand strong in years to come. Medical tech stock tends to be a defensive stock during the bear market and move steadily in a hot market. You would DEFINITELY want it in your portfolio :). Good luck!

    .-= Bytta @151 Days Off´s last blog ..Is Frugality the New Superiority? =-.

  21. Don@MoneyReasons

    MindRay would work too, if it didn’t have to be a based on my site name, I would have chosen TaTa motors (ticker: TTM).

    good luck with your golf game, I’m sure it’ll be a blast!
    .-= Don@MoneyReasons´s last blog ..Christmas Presents That I’m Excited About =-.

  22. How about BRK for Broke in Free From Broke. It’s a little company called Berkshire Hathaway.

    Company: Berkshire Hathaway

    Ticket: BRK.A

    Market Cap: 152.89 Billion

    P/E: 29.86

    Dividend (yearly): 0%

    Earnings Growth 2010: not sure

    Personal Opinion: Can you bet against the Oracle of Omaha? Until recently, Berkshire has done remarkably well year after year, investing in well known companies such as Coke, American Express, and P&G.

    Company Summary: a holding company owning subsidiaries engaged in a number of business activities. The most important of these are insurance businesses conducted on both a primary basis and a reinsurance basis. Berkshire also owns and operates a number of other businesses engaged in a variety of activities.

  23. Money Reasons – U don’t like Mindray?! OK, let me take a look after I get back from golf.
    Seems like we have a lot of defensive names and need more alpha!

    Joel – Nice wrap. Will include.

  24. Moneyreasons

    Count me in too!!!

    Company: Monsanto Co

    Ticket: MON

    Market Cap: 45.03 Billion

    P/E: 21.75

    Dividend (yearly): 1.30%

    Earnings Growth 2010: 34.7%

    Personal Opinion:: Monosanto has been beaten down pretty badly (it was at it’s high, over $145 per share), so it has some room to rise! People need to eat, and MON has some of the best engineered seed available.

    Company Summary:: Monsanto Company, together with its subsidiaries, provides agricultural products for farmers in the United States and internationally. It has two segments, Seeds and Genomics, and Agricultural Productivity.

    I almost went with MR instead, but MON has been beaten down so much, that I thought it would be a good contrarian play (since it’s still pretty low)…

    This should be interesting!
    .-= Moneyreasons´s last blog ..Christmas Presents That I’m Excited About =-.

  25. Credit Card Chaser

    Very cool idea! Count me in with CCC:

    Company: Calgon Carbon CP

    Ticker: CCC

    Market Cap: $786 million

    P/E: 20.26X

    Earnings Growth 2010: 47.2% (vs. 29% for the S&P)

    Personal Opinion: Better than average predicted earnings growth for 2010 and trading right around the middle of its 52 week high so it could have some potential. I don’t pick individual stocks but this will be a fun one to watch!
    .-= Credit Card Chaser´s last blog ..Your Credit Card Debt is Your Fault: Stop Reading Self Indulgent Blogs =-.

  26. cool post! I up’d my 401k recently and it feels good locking away more money. I just hope the markets will not implode before I reach retirement age!

    I like your stock idea. I’ll be HAR which is part of my first name.

    Company: Harman International Industries

    Ticker: HAR

    Market Cap: 2.44 B

    P/E: No earnings this year, ha! But a potentially big rebound in 2010

    Personal Opinion: Don’t know a thing about the company but will be interesting to find out!

    Company summary: engages in the development, manufacture, and marketing of audio products and electronic systems in the United States and internationally.

  27. @David @ MBA briefs
    Haha, nice. Let’s hope our picks don’t ramp into Dec 31st, b/c that’s what our entry price will be!

    Great ideas for Lean Life Coach, Daniel and John! Let’s see what they have to say. Not sure if John reads my entire posts in general, so I don’t think he realizes this fun competition and opportunity to be highlighted every month here!

    Great job David. Love the enthusiasm! Once we select 10 names, let’s shut it down!

  28. David @ MBA briefs

    @JOhn DeFlumeri Jr John – what do you think about Fluor Corporation (Ticker: FLR)? They’re a big architectural/engineering (AE) firm I’ve worked with in the past. At first glance their financials don’t look too bad.
    .-= David @ MBA briefs´s last blog ..What’s the next bubble going to be? =-.

  29. David @ MBA briefs

    @admin For Lean Life Coach how about Colgate-Palmolive (Ticker: CL)? That would be part of his acronym backwards, and a stock I wouldn’t mind buying. He could also consider Lear Corporation (Ticker: LEA) which is trading at $68.20 but has a 1 year target estimate of $82.00, although their EPS is a scary -$14.23.

    Daniel at Sweating the Big Stuff could use Big Lots (ticker: BIG) which doesn’t look too bad.
    .-= David @ MBA briefs´s last blog ..How to analyze stocks like a pro – part 2 =-.

  30. David @ MBA briefs

    @admin For the fiscal year ending 10/09 EPS was $1.06, and for 10/08 the EPS was $0.90, so the percent increase was 17.8%. Projected earnings per share are in the range of $1.35 – $1.45 so the percentage increase could be 27.4% – 36.8%. So far so good, up about 10 cents since the ring of the bell.
    .-= David @ MBA briefs´s last blog ..How to analyze stocks like a pro – part 2 =-.

  31. JOhn DeFlumeri Jr

    Let’s hear it for diversification!

    John DeFlumeri Jr
    .-= JOhn DeFlumeri Jr´s last blog ..Podcast* "Airport Daze and Delays!" =-.

  32. @Daniel @ Sweating the Big Stuff
    Daniel, gotta say, that sounds like a really crappy company! There’s a problem, and that is the market cap is only $34 million bucks. If we have 10 positions, we need at least a $200 million market cap since the fund will be buying $100million of the company. Yahoo saying a P/E of 0.06 doesn’t make sense either… hmmm. Any other ideas?

    @Investor Junkie
    IJ – There’s got to be some type of permutation on your name. IJD is too small too at $35 mil market cap. What about secret initials? Throwing darts is random, this stock picking process is structured and the key to outperformance! lol

  33. No stock ticker exists for IJ. What do I do?
    The only thing that comes close is: Indiana Michigan Power Company (IJD)

    To pick my stock can’t I just though a dart at a dart board?
    .-= Investor Junkie´s last blog ..Weekend Reading for December 26, 2009 =-.

  34. Daniel @ Sweating the Big Stuff

    It’s too bad nobody here bought (or heard about) this stock before today:

    Company: Companhia de Saneamento Basico do Estado de Sao Paulo

    Ticker: SBS


    P/E: 0.06

    Dividend Yield: N/A

    Earnings Growth: -1.3%

    Personal Opinions: That earnings growth of -1.3% is terrifying, and no dividend doesn’t calm my fears. Still, it has outperformed the S&P 500 this year by a ton, so let’s hope the trend continues!
    .-= Daniel @ Sweating the Big Stuff´s last blog ..The Easiest Way To Save Money =-.

  35. @LeanLifeCoach
    Inheriting all the land huh? OK, sounds good to me!

    Regarding your stock pick, I’m trying to figure out how Ford and the Ticker F have any relationship to your name and blog? :) Is it because you have an “F” in Lean Life Coach?

    The picks are totally based off permutations of our names, and not based on fundamental analysis! We’re picking names first, and then understanding them.

  36. David @ MBA briefs

    @LeanLifeCoach Alan Mulally is doing a good job positioning Ford to compete in the global auto market. Ford unloaded Jaguar and Land Rover to India’s Tata Motors, and I just read in the Journal they’re finalizing the deal to sell Volvo to Geely Holding Group, China’s largest privately owned carmaker. Looks like a good pick.
    .-= David @ MBA briefs´s last blog ..How to analyze stocks like a pro – part 2 =-.

  37. David @ MBA briefs

    I’ll take a piece of that action. I hope I’m not bending the rules too much by using ABM Industries, Inc. (Ticker ABM), a building maintenance and facility services company. ABM’s market cap is 1.09B, its P/E is 20.19, EPS is 1.05, and they offer a 2.60% dividend. The stock doesn’t look like it’s going to do anything spectacular in the short term but ABM is predicted to have consistent earnings growth throughout the year and has beat the analyst’s estimate every quarter for the last 4 quarters.

    ABM is currently trading at $21.14 and the 1 year target estimate is $25.50. Volume peaked at 700k shares the week before Christmas and then dropped way off, and its trading well above the 50 day and 200 day moving averages, so it’s hard to tell if the stock price is going to continue to rise, trade sideways, or drop this week.

    Not exactly a sexy stock but facility services should be fairly recession-proof and should do even better now that we’re supposedly heading into a bull market.

    What say you, Sam?
    .-= David @ MBA briefs´s last blog ..How to analyze stocks like a pro – part 2 =-.

  38. Thanks for the link – If the water gets that low, you inherit the land and become the Emperor of all that you see. (kind of like Yertle the Turtle but with a Japanese twist!)

    EliminateTheMuda’s stock pick for 2010 is Ford – I invest very little in individual stocks but this has been a winner I want to ride as long as Alan Mulally is at the helm.

    Ticker: F
    Market Cap: 33.5 Billion
    P/E Ratio (Fwd) 15.0
    Earnings Growth 2010: 250% (Yahoo) seems unrealistic to me. I would go with AOL’s 131% thought based on your positive outlook for the economy.

    Personal Opinion: It’s all about the leadership of Alan Mulally and his focus on using Lean Management principles. He has guided the company to focus on their core strengths again. Their product quality has improved and is now on par with virtually any of the foreign brands. The only domestic not to take a government bailout the U.S. population should and will continue to reward this company.
    .-= LeanLifeCoach´s last blog ..Lower the Water and Expose the Rocks =-.

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