Nice portfolio, agree re government influence on MMS, although on Sky business the other day someone, but can't remember who, said Shorten stated he wouldn't do what Rudd did, but who knows, they're pollies, remember Howard's core promises and GST statements, it's not just him either, they all do it.
TGR sticks in my mind from the mid nineties which I nearly bought then but didn't cos any kind of disease, pollution, weather, etc could wipe them out, Old'n would know about that sort of thing, love the product though have it a least three times a week.
Unless/until you have to, never sell CSL and CBA, in fact with hind sight these would be the only two stocks we'd need in our portfolios if we'd bought them when they floated and kept, growth and divs.
Would love to know the next big tech stock, I'm hoping Altium, along with Isentia, will be it.
PS Yeah, Crazy Punter's OK, he can give it and take it, I know cos I've given a couple of serves, but all in fun.
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