If you don't mind @stayer I left a few comments about my...

If you don't mind @stayer I left a few comments about my concerns with RFF over there. Would love someone to take a look at them, it's so quiet there. Not that I think it's bad, i actually quite like it. But the debt and valuations worry me if we were to head into a financial crash. I want Ag because it's supposed to be defensive due to it's critical nature.

Sunrice looked decent to me, but weird structure.

I actually liked costa and held it for a bit (in profit) but timing of entry is everything. I don't like this current takeover they're under.

@mrriesq I actually got some CBO, I have some concerns I voiced over there and was hoping someone more knowledgeable could correct me. I bought a tiny bit anyway just cause I like the product so much and know it's quality, but I would buy more if someone points out why I'm wrong.

As for AAC I think fantastic assets and they don't have to go for infinite growth here like tons of companies which take on risk to do so. I like AAC because it seems defensive and we need more places like this to park winnings from speculating. I like safe and stable, set and forget because it lets me focus on my more active positions. As long as it beats inflation and a HISA then it's good.