FMG (long positions by a few but not me) with an extra lousy chinese PMI figure out during the middle of the day today and the excellent hy results out yesterday there was a 2 way pull with the SP ending up close to yesterday's close.
CBA - panicked and sold when I saw the all ordinaries dive during the middle of the day as a result of the chinese PMI figures. cant see how that affects bank profits but I sold anyway. I will find out tomorrow if that was a good move.
QAN that's going OK
HVN - a short - up a little today but steady now.
my other longs with commsec are probably of not much interest here.
DJS & MYR - it seems like david jones is now in play again with a fresh letter of interest from myer and a reply from david jones "we will consider".
