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@Sector Lead @heraclitus Just wanted to say that I learnt more...

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Over reaching

257 Posts.

9

11/10/15

17:22

Post #: 16154214
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Originally posted by Sector Lead ↑

Not disagreeing with the fundamental stuff as mnetioned. It's just not the place I park my money as we have enough exposure to CBA, COH and WOW and likes. I do like small industrials...and have invested in many over the years.

Further to the top 200 ASX companies. They have been woeful for nearly 8 years on the whole so still a stock pickers market within the blue chips. ASX 200 was over 6700 8 years ago...and even with re-balancing, performance is poor...and still struggling. Its easy to pick CBA, CSL and COH out now, but the index doesn't reflect those performances.

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@Sector Lead @heraclitus
Just wanted to say that I learnt more reading you two disagree than I did researching oil for a week. Great discussion and debate thanks and another example of what a fantastic space for healthy and open conversation the STT thread provides.
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