VYS 0.00% 47.5¢ vysarn limited

buy and hold, page-136

  1. 5,656 Posts.
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    Browser actually I have spoken to Ben Mead shaken his hand attended a presentation and corresponded with him asking questions via email.

    Bluntly put all you can do is constantly throw stones hoping that you have something that hits home.

    As regards NAB and WOW your comments are extremely rich considering that the comment was a comparison of NAB VS CBA and WOW VS MTS - there is not much chance that you could have ever outperformed CBA as a bank investment and it has held up far better than NAB. sorry but many commentators have stated that fact both in hindsight and as an investment tip. NAB could do better in the future but looking backwards is has not performed anywhere near as good as CBA and I would think the same is for more of the years around the other 2 of the big four. If you dont believe me trial a subscription free on Intelligent Investor and see for yourself.

    Really its too easy to say that its when you bought - whenever you bought NAB you would have done better by buying CBA.

    As regards WOW - their Dick Smith debacle does prove that all management teams make mistakes. I took 2008 because that was a chart I could look at quickly.

    Sorry if you bought MHM @ say 21c and it is now say 60c you would have outperformed WOW even with this paltry price at the moment.

    Really your logic I dont get it makes no sense. If I now say that I have MHM @ an average of 22.3 cents and over the same period Wow has gone nowhere does that make MHM's management better or more professional as you put it no it does not.

    size does not prove professionalism or suggest you need be more or less vigilant - ala Babcock and Brown.

    Bluntly put the two stocks you hold and quoted are and have not been so flash I am afraid - that's a fact. Very professional but not flash investments over the period 2007 to 2012 - 5 years. I could have probably compared them to the sleepy widows and orphans SOL and got the same result.
 
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