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clock Created with Sketch. 17/08/21
08:21
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Originally posted by peejay2:
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I think the answer is yes. Karl and the team have revised their investment and research strategy since early last year. Prior to that his performance (as measured over the last 4-5 years) had been dismal due to the Melbourne IT debacle. They (CDM) have lifted their game and once the Deep Green transaction goes thru, they will have a clean sheet of listed equities (mostly long) in the PF. I like the mixture of US and Oz stocks. I note that the SP has risen fairly strongly today on a down day and that may coincide with the Deep Green update. Dangerous buying just anticipating
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Thanks for that, I'm a holder since 2015 and I'm feeling somewhat similar re Melbourne IT...Pretty torn at the time, we'll see how the next few months play out.
(20min delay)