Not much happening in garage,
hound and I have been doing bit of consultancy work for state gov, not sure what is going on with public service concerning funding but ......... ah probably for another thread.
Most of my opens pretty much just sitting there, couple of exceptions
(bear with me here, comsec down for maintenance and hound and I doing this from memory after big night on the terps with the BH and couple of her mates)
Was good evening but team had to be on our toes, smart professional women with a few chardies behind them discussing 'me too' with me only white male > 40 in room, at one stage those David Attenborough doco's concerning a pack of hyenas circling an old wounded bull buffalo came to mind but hound fell in at my knee and stared the pack down... Fark me
FA wise added couple of stocks in last few weeks for medium term hold;
AVG looks ok , low PE compared to piers, directors buying, aussie wine, strong brand to our friendly northern neighbours, MC < 200m have accumulated quite a few.
OMH hound excited about, manganese, PE again anomoly against piers, not really a spec MC > 1b but seems under the radar, little bloke has been accumulating.
O&G plays BRU,RLE,AJQ showing a heartbeat but that's about it..
Bio VHT sitting on resistence or support, not quite sure which, hoping the later with upcoming 4c and newsflows. Traded AVH to perfection now looking for appropriate re-entry and PBP going ok.
Res juniors AMI, IMA (that bot trader really starting to get up the garages nose), B2Y (thinking about buying more if gets < 30), FTZ and probably few others.....
Not panicking with K2F, still holding and relaxed, ISX another matter, the management seem to be trying to tell me something between the lines, still hold small balance and 1st to admit emotional at this stage.
Looking at DSE for TA entry and hold RHP and accumulating on any weakness.
Have taken positions in a few 4c speccy momentum plays, wont mention as some newbie might think I actually know want i'm doing and follow me in.....
Tunes that just don't quit... hmmmm, mathematics behind this one sticks , down in stead of up kinda sorta, think I might have posted before but brain is starting to hurt so going with it
(20min delay)