IMM 5.08% 31.0¢ immutep limited

lord padley on the one stock portfolio

  1. 52 Posts.
    I enjoy Marcus Padley's columns, as he is willing to point out what is good in any one of many different approaches, rather than simply insist that everyone should be marching to the same drum.
    I especially liked this one as it supports what many may feel about a stock like PRR, but find themselves howled down. Whether it be a single stock or a single theme such as biotech...

    http://www.smh.com.au/business/theres-a-lot-to-be-said-for-a-onestock-portfolio-20110422-1drcp.html
 
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