Hobojoseph,
Don't get to carried away by Jim Rogers' views. He writes a nice book & is a very nice person to meet, but he doesn't get all his calls correct either.
The key to the number of stocks held is , are they quality & do they represent good value? I have never own NCM because I seek out undervalued situations. does NGF appears on your list of 14 (very interesting ASX announcement today)?
Cheers
Buffett
PS no investment advice given on NGF
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