In recent times Isentia (ISD) has had a lot to do with them being conspicuous by their absence on YMYC. Wasn't long ago RM and his crew were telling everyone at every opportunity they had that ISD was the best stock on the ASX and we all know how that turned out, so hopefully he's wrong about ALU too and it does the opposite to what he reckons.
He was on Switzer last night and Speedcast (SDA) is the latest hot stock, his offsider was pushing it early August too and said they valued it at $4.50 (Link: Montgomery Funds CEO says SDA worth $4.50.), RM did admit they hold it and at a lower price, I'm guessing below $3.50 so looking at a quick 20% gain, and it's in their top ten holdings. REA was the other one, but he's been pushing that for 12 months or more.
