Mad max,
My top 5 are IGO,AOE,PNA,CVN, and BOW in decreasing size order. This does not mean I'd buy any atm (although I did buy some PNA last week), as I tend to work on (what for hc) is long time frames. None are overvalued imho so apart from deweighting some IGO I have no urge to sell. This is because when I look out 6,12, 24 months I can see huge likely underlying value creation and/or realisation. I can't empty and refil my portfolio everytime part of the market turns.
I am happy holding CVN at current levels but have enough and would not be keen buying right atm anyway as I am seeing some other deeply discounted opportunities coming into view. Also I see CVN as a fairly defensive stock, and my risk appetite has revived a little.
EL
dumper, page-13
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Last
17.0¢ |
Change
0.010(6.25%) |
Mkt cap ! $304.1M | |||
| Open | High | Low | Value | Volume |
| 16.0¢ | 17.0¢ | 16.0¢ | $444.3K | 2.744M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 1419150 | 16.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 17.0¢ | 332273 | 6 |
View Market Depth
| Last trade - 16.10pm 14/10/2024 (20 minute delay) ? |
| CVN (ASX) Chart |