Ann: Appendix 4E and FY2017 Financial Statements, page-39

Not a lot of speculation but all or most looking very solid at or near 12 month high ends. Interested in TPM... I must say that it was a great business and then the government meddled... I traded that a bit and then sold out at current pricing. Not sure of how this NBN and all the rest unfolds so decided to rather await results to decide next move. I think that it will be a winner as much as I see TLS being the loser over the long term. BRG - I kept saying it was overpriced as it kept going higher... Wish I had owned it - hopefully, I would not have sold it - I churn too much. A fair amount of medical/dental in the portfolio and add Pets as well. Like the balance though.

Love the concept of getting into something and holding for longer... Really in my case, only CCP and PGC can truly be stocks that I have held a long time.

Thanks for sharing and in fact it's not a distraction it gives insight into the mind that invests in CMI.