Hi lindfield, Dtl, very tightly held and good track record.I...

Hi lindfield,
Dtl, very tightly held and good track record.I like ur charts btw, wouldn't mind ur input on the it stocks from a chartist perspective.

Mike, asz and csg are good but have run away a bit especially asz. I will do a valuation based on a 10 pcnt discount rate and its forecast ROE.
U see okn some time ago was 2.20 , that was a compelling valuation, pity I didn't go for it, dws was compelling in the 1.20's so got into it. I like to have a good margin of safety. Mind you dws still is slightly below my calculated intrinsic value of 1.60.
Cheers