FWD (10% ) and COG ( 9% )seem to be punished at the moment but then on the otherside Spectra (12% of portfolio) has had a very good rise ( just look at the graph ) and MWY, NXL is also slowly improving so it is anyones guess as to where the NTA falls next month.
But on the brightside we get a decent divy and some activism.
DYOR
Mixing bowl, page-162
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