fundamental value 101, page-31

When fundamental value is this good I have to break one of my trading rules - that is a stock without positive cash flow is never greater than 20% of my porfolio.

I have just broken that rule and got to 22% with CRK and allowing myself to goto 25% if the CRK gets below 50c. THAT WOULD BE THE LIMIT.....This is too good an opportunity to miss!!! On my topping up from 15% of my porfolio to 22% - on that 7% I could make 50% in a matter of weeks even hours...!!

Fundamental value is the foundation to share prices..average management can be fixed / improved but CRK without the resources they have - great management would mean nothing..CRK Management seem very good at capital management but relatively poor at PR for a mining company - easily fixed by 1 or 2 appointments to do the job..

My macro view which is very gold price supportive more than underpins this