I agree, there are some great opportunities like HVN, ALL and OSH.
In the small caps opportunities will also arise... note the interest on good announcements.
I think HVN, OSH and ALL are easy pickings but plenty disagree... only have to read the fin review to see poor reviews on each of these stocks.
Anyhow, I'm more than happy with these stocks... MIM has downside risk if Xtrata walk or the offer is in script with no takeover premium.
Remember, they don't "have" to offer a premium to today's price as the only reason the price is at $1.40 is because of the takeover talk... But I still think we'll see a bid around $1.60 but it's not enough for me to stock up on MIMs and sit back... better off without that risk I think.
