Yeah Peejay. I held in 2018 and was uncomfortable with the big % in the portffolio of Melb IT, so 8/18 I sold at $ 1.29. June this year started back in @ .62c ave. The 30 % discount is too great to not hop back in. I'm also comfortable with the current portfolio makeup. Can't fully get my head around the tax losses going forward and the effect it will have on the portfolio though. Karl also influenced me with his around $1m spending on purchases this last 12 mths or so. Another stock I unloaded couple of months ago was DUI. It's holding of around 15% of CSL ( mind you CSL is a great company ) put me off. I don't like to see any one holding in my LIC's above 10%. Cheers Riv
CDM Price at posting:
64.5¢ Sentiment: Buy Disclosure: Held
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