Hi Simon ....thanks for the tag and no I haven’t looked since I...

Hi Simon ....thanks for the tag and no I haven’t looked since I last posted here on July 29 .
RDF has gone up more than 32% since then, and even more for anyone who bought in September!
Congratulations

Before I say anything else, I think I should reinforce my disclaimer that, despite three portfolios I am more of a one company person than the balanced portfolio type. (*ahem* eg 98% of what used to be my main portfolio is currently devoted to one share .... That’s now become my ‘hold for more than a year portfolio’.... and I intend to diversify into other LT hold companies and maybe into cash in the near future, as it’s possibly a bit top heavy but, I was talking to the accountant about the best way to start selling given the heinous number of buys when the price retreated.)

Because there was neither rhyme nor reason to my forays into other parts of the stock market, for learning and fun, I set up a trading portfolio a while back which got bigger than I originally intended and is now only 55% invested in the one company ....(sticking to what I know has proved my best investment strategy .)
...and started blatantly following Saragian, with his permission, under the personal premise I would donate to a charity out of ‘winnings’ that were essentially by his hand rather than my own (same goes for anyone here so leads me to a worthy company!).. Tgat has led to some incredible opportunities, both missed and taken, and I have slowly been acquiring Bingo, NXS and (more rapidly) PCK.....
Plus occasionally I wonder off into dark cul de sacs which pique my interest but (mostly) only to a small degree .
Plus I like earning for its own sake ...whether or not I buy .

All that being said, I do like companies with good management .......
And when good directors of good companies buy shares in their business I like it even more.

At RDF, back in July I think I was concerned at management power games that had been played long ago, and past litigation and some other problem areas that needed to be dealt with, but RDF had just won an excellent contract in Vancouver?


It’s obviously been taking great strides since then!

What’s your prognosis for the future here Simon?



Cheers