ord minnett, page-70

lol keep it at 5 stocks, you're in a terrible market and only the best of the best are making money. I agree that if you know what you're doing diversification should be minimal, but don't be an idiot about it. What if severe trade agreements between China and Australia occurred or someone found a cockroach in a formula tin? The brand is only a scandal away from going down the drain. I think it's incredible value at the moment but don't be ridiculous.