I'm not much one for the gaming stocks and I still fancy quite a few on that list as expensive. I hold modest stakes in those I listed, partly to participate in any raisings but I think SHL has bounced a little hard.
As for oil/gas I held WPL from $11 but sold and won't go back.
COH already had their raising. I prefer AIA to SYD, especially with the Virgin dramas but missed the AIA raising so I'll try to pick them up a little lower.
At face value I really like LNK and have picked up a decent stake around the current price but AustralianSuper selling down well into the $3 range has unsettled me a bit. I thought AustralianSuper would know the LNK business well.
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