I am not a licenced adviser:
I have reduced this area of my investments and went in search of a few categories:
1. Medical or aged care but took an interest in two Regis (REG) and Paragon care (PGC) - avoided CAJ by the skin of my teeth.
2. Superannuation and its allied move towards more freedom of choice: Here I found 2 - Diversa (DVA) and Managed account Holdings (MGP)
I have one longer shot asd its gone up a bit too much in my opinion and thats Aveo ( AOG) - I compared the multiples this type of stock trades at in NZ and saw a pathway towards a great stock - Not sure if its not overpriced right now but still looking to hold.
PS: Dont give up on EGO - I still hold in the view that it cannot be worth less than 50c - LOL
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Well?????, page-70
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