Ann: Trading Update, page-104

In my long investing experience there are times when individual company fundamentals get thrown out the window and it becomes a matter (or market) of pure emotional fear and greed. This has the feel of one of those periods. There's a quote from Warren Buffet which I don't need to repeat here. Everything in consumer discretionary land on the ASX is getting cheap. There will be some losers, but the majority will bounce back. Pick your targets and be happy the market has thrown you a bargain. Great time to be cashed up. Need I say DYOR. I remember some poster had DSK as something like 90% of their portfolio..