@ramamba and @Tinwins. I , as you are probably aware have in recent times been highly critical of Karl and his merry men and the state he has left us ‘Not so merry persons” in. In looking at the portfolio composition of the latest monthly report, I am actually quite impressed with all 20 top holdings. Of course, one doesn’t know WHEN they were acquired and if they were purchased at the recent low, topped up then or just purchased after the correction, but I have to say, that the top 20 make quite a good mix both Australian and US stocks. Does anyone have an info regarding the management of CDM, if they may have hired another analyst, or taken on an additional researcher etc etc etc ? The quality of the top 20 seems to be such a dramatic improvement in the quality of their selection, that I thought something may have changed. Any news or additional I formation from anyone ?
CDM Price at posting:
54.0¢ Sentiment: Hold Disclosure: Held
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