Hi Cam,
Always like to hear your investment thoughts
You've dropped CCL - my question is why? With a step up in sales with the Indonesian market do u not think this is a buy considering the recent drop- I'm currently looking for companies with large moats to hold as long term as possible and CCL seems to fit
Notice COH is not on your list -I see a bit of a turn around with the Nucleus 6 coming on at the end of the year
