I have traded a few cos since mar lows - WEB, BPT, SXL but hold...

I have traded a few cos since mar lows - WEB, BPT, SXL but hold none since XJO broke 5950.
Held SLR since last year and sold a lot in $2.20s - still hold lots.
Bought WAF as its a new gold producer and has now produced for 4 months or so - market waiting on production figures and ramp up in production in sept qtr for realistic price imho.
Lots of shares are a bit toppy.
Banks should go higher - over $20s for WBC, ANZ, NAB imho.
BDL, APE, BVS, WOR have all done well
KGN!!! and other online retailers that have a good web platform (ease of buying and browsing) will do well going forward.
The rest will get dragged up if market continues higher - tide lifts all boats.