NSC 1.65% 59.5¢ naos small cap opportunities company limited

That's fair enough, peejay. You raise some valid points, and as...

  1. 164 Posts.
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    That's fair enough, peejay. You raise some valid points, and as you say, it's just plodding along. I'm not too cheesed off with them, though. I'm getting a reasonable divvie -- a bit over 5% plus franking -- and I'm holding for the long term. So given that the share price is not doing much, I'm not particularly bothered because I'm not looking at trading. As you point out, though, the big risk is the low number of holdings, so it's wise not to sink too much dough into it -- it comprises a bit over 2% of my portfolio, as does NCC which also has only around 10 holdings but is a better performer. Both have pretty good profit reserves, too, so they're not stocks that bother me at this stage. A few of their holdings could take off bigtime. Alternatively they could crash bigtime. They're a bit on the speccy side so one should be appropriately cautious. I'm not unhappy like Jan, though. I'm more like Catherine Tate's gran -- "I'm not bovvered, I'm not bovvered." If it crashes I might change my view, though.


 
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