Hi Mike.My investment holdings are UGL, BKL, ARP, CSL, and WOW....

Hi Mike.

My investment holdings are UGL, BKL, ARP, CSL, and WOW.
I bought BKL and ARP very cheap and they are both fantastic companies that act as a weak hedge for eachother for AUD/USD. They will both report NPAT increase of around 10% this year. ARP occasionally pay special divs, and I susspect there may be one next year.

I also have a small 'trading' portfolio that I mess around and have a bit of fun with, but it never does as well as my LT investments.

I am more in to FA than TA - I like to find good companies cheap.

What are you into? Cheers.