I love the portfolio.... wouldn't mind having half as many as you do though! I'm not in the same league. Actually I do have a few STX (not in my "boat portfolio") and may have to consider increasing my holding. I see it moved a bit today too... BUT the nearer term priority may have to be making sure I get as many WCL as I can via the rights issue.
Jake,
You may be right about the bottom having been in for the Riviera market... hopefully the future success of my "boat portfolio" will make it a mute point. To be honest, my wife won't let me near a Riviera until I get a couple of my other portfolios in order....they did not come out of the GFC quite so well!!! Still, we seem to be making up ground at the moment.... a 38' or 42' would be nice but may end up in a kayak yet if the wife gets her way!
Cheers, JM
WCL Price at posting:
55.1¢ Sentiment: Buy Disclosure: Held
