hammered, page-10

I struggle with how Montgomery does it... on the one hand you need to hold the good companies and not be swayed by opinion and market sentiment, or hot sectors... but then you're also allowed to be swayed that a sector has gone cold and flog everything, it all coems down to the subjective "bright prospects".

I really don't know how much the China slowdown means, or Greece.. but otherwise FGE seems good and surely the strong order book and new aquisition separates it from some of the others out there.

Also i didnt flog it at about $7 so I'm hanging around.