Stw Mhh WBC ANZ Rvr 40% cash do see any value anywhere really considering the risks that are still making us. I don't like the banks however they were a bargain at their lows however I don't expect much growth from them. Mhh is a good defensive hold and exposes me to the best company's overseas ie Ali baba etc. Rvr is a small miner who is about to start gold production in Q4 and has a large base metals resource it's been smashed and trading below book at the moment so I'm expecting a rerate soon however it's high risk imo.
what about yourself?
monday morning, page-5
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