SDI is an interesting one, price-wise is good but I wonder about...

SDI is an interesting one, price-wise is good but I wonder about immediate underlying growth (my notes says FX played a part in last results?). Someone like DW being involved is huge. I'd imagine I'll eventually jump on board once I see tangible growth and/or meaningful pullback.

Lots of gems out there, just gotta search through them. I personally love going through half-yearly accounts, that's where you get the ones that are off the radar of non-SH.

Don't hold all the below but happy to share what I have/watch
OTC, HIT, TPP I mentioned a week ago...no movement since but my ramping skills are terrible!
GNG, SRG, GCS are all service resource sector (which I prefer as lower risk to explorers)...2 starting to rumble along (wonder if they'll hold post FY-divies)
GLB, ORL, SFH, SHM in retail space altho some questions to be answered
UOS but the Asian factor counts against it (shame as was recently in KL and it's a changed city)
MRN, CWP, DWS, TNK not bad but combination of questions re debt and/or growth
There are a couple others too TBH, I just need to get a position!

From about a year ago I have a few holds rather than buys (VTG, FRM, etc)

What do you have?