I am tending to agree with you at the moment D, they are talking the talk, but the results are just not there. I think their investment philosophy is good, having said that Bega Cheese was one of their largest holdings and it announced a significant drop in profits and SP the other day. I think their investment strategy is to target value stocks as opposed to wAAAX stocks, but they aren’t doing it there either ! i agree about their disclosure... disclosing the top 5 stocks held these days doesn’t cut it ! I bought some at the float and have bought more since, but despite gr8 potential, they HAVE been disappointing! I think that your decision is wise. I think that management WILL get their act together, but unfortunately I am already in and don’t have the option of watching from the sidelines until they do ! Altho I’d like to be in that position. I don’t have any concerns with SEC about losing my money, I just have concerns about not making any !
SEC Price at posting:
$1.68 Sentiment: Buy Disclosure: Held
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