nice chart in front of results, page-3

Hi Charles,

Trust things are going well with you.

Yes I am very keen to see the next set of news from MPH. I reckon the recent consolidation around 70 cents is very promising and can see a nice kick coming with the next set of results. It will only contain a small proportion of earnings arising from the buyout of BKR, but I think the anlaysts will start projecting things forward to make some forecasts. Definitely still a goodie for the portfolio IMO. A nice dividend could be on the offer as well as they have no debt and cash in the bank.

BSL?? Im never good with the blue chip valuations. If you are a long term holder, as long as the PE is less than 20 and it pays a nice dividend >4% why would you sell unless there was a very good reason? Particularly if you are already sitting on 100% capital gains. In my view keep taking the ride, set a stop loss. Watch the long term trend for any serious failure downwards. Sell your bad stocks not the good ones....

I recently bought MBL for my super portfolio with a 20 year outlook.......

Next purchase a low PE, high div, high growth small cap. Know any?

Cheers
acturtle