AD8 1.01% $9.80 audinate group limited

Seems like fair reasoning.I already held full allocations to ALU...

  1. 397 Posts.
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    Seems like fair reasoning.
    I already held full allocations to ALU & AD8 with no intentions to sell either. Went the other way with RMD, selling 1/2 into CSL. Not too sure about that as I agree with you. Honestly though, they're both a good place to be in the longer term. The sell off in RMD seems ridiculous. I'm still into DDR. It's good to see that you're still holding ALL. Hate the industry, love the return on investment.

    Back to AD8, I'm pleased for all of us retailers who've not been letting go. It held up when many thought that it might capitulate. I'm expecting a pull back, but like any stock, if you've got in at low enough levels and built in a decent margin of safety, then you can sit in relative comfort and look to future buys rather than selling.

    Good luck.
 
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