have not had a chance to properly wade through the results and missed the web cast (although saw the BKW
interesting points Tim
1) good to see as Div increase as it helps with inflation 2) this is really very interesting and l scanned this. agree re ARG AFI 3) cash on hand has increased to ~$650m from $500m last year - which terrific.
when l see the comparison of large cap portfolio w Index l have a question mark because energy was the outperformed last year but NHC is in Strategic. my thoughts were that is a misleading metric? helpful but needs more info?
Cheers
SOL Price at posting:
$29.02 Sentiment: Hold Disclosure: Held
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