I have a mix in my portfolio, but some of them (the big miners, big banks and a few others) kind of take care of themselves so I rarely (if ever) comment on them on HC. These I tend to buy when I think they are undervalued following bad news and then more or less forget about them. For example I recently added a big winemaker to my portfolio on the back of the China sanctions. Also considering a big oil and gas producer but that is shorter term. I'm aiming for a balance of growth stocks and yield investments.
Ann: Butcherbird Project Development Update, page-18
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