ALU 0.31% $67.54 altium limited

Ann: Altium enters into binding SIA with Renesas, page-42

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    Some beauties highlighted there, and as with ALU, some humungous CGT implications lol. I'm in a similar situation with MAQ as I am with ALU, held for eight years but buggered if I know where else to put some of these ALU profits. Even thought of putting more in MAQ, some have been tipping it to go a lot higher, but it's now 46% of portfolio, as you say "paying a good price to own them is a whole other conundrum". Good luck to all with this 'problem'.
 
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