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Morning AC,I agree with you on the discount to the broader...

  1. 6,316 Posts.
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    Morning AC,

    I agree with you on the discount to the broader market.

    As you all ready know, selective stocks are very important in a fickle market.

    Some excellent stocks to pick up if your prepared to be patient.

    I am confident this sector has along way to go even if there is a China downturn.

    IMO, THX has alot going for it.

    Also i doubt very much the UMC shares will be sold too early given the opportunities of the I/O they have.

    Some patience and i am sure we will be rewarded.

    Cheers markco2
 
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