value investing, page-30

Hi Mike

Good thread. I jumped on the CDA bandwagon today. I looked at it when montgomery mentioned it, but with the guidance since its derisked it abit. Always fearful of a downgrade. No doubt roger will pump it some more at some stage which is always good :)

I like what you've done with your portfolio. Im certainly a bit more cautious than i was, still lots of risk but will revisit in July.

Yep ASZ certainly a disappointment, this year will be ok but they need to start securing new work for later years! At least we get a decent div.

Agree with you on HSN pinto. I saw lincon indicators gave it a rap the other day, must be one of their star stocks or something. Missed the opportunity yesterday to buy tho. Will keep watching.