Hey UpsNdowns
From the traffic I see here on HotCopper the majority of members are into hot mining and biotech stocks. Take another of my holding - the "boring, stodgy" AMC - Amcor. A solid growth company and dividend payer. Same comment - very little chatter. Same for BWP . . . SYDney airports . . . you get the drift . . . . .
I work for a large US IT firm. Data Centres (real estate) = cloud storage growth. Add stupid global government controls, compliance and snooping, need to retain "metadata", etc. Even more growth and profit!
Long AJD!
Also holding: 3DM, CAJ, CCL, TTS, SYD, AMC, RFG, WAM, HPQ, MO, ADP, CDK, DE, GD, HYH, KMB, NVDA, AUY, AGNC, IEP, EPI, ERUS, RGLD, GGN, JKHY. All dividend payers.
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April 2014? What Gives?, page-2
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