Rurelec 4K
AIQ 2K
MYX 2K
HPAC 2K
PLAZ 2K
IIP 1K
The Portfolio continues to disappoint .
One hopes for better by The Anticipated Christmas Rally .
England lose at Cricket ( Bring back Jason Roy ) . he of many runs quickly should be in the fray to demolish what is a lightweight Aussie attack .
Can`t be long before Plaza Returns to trading & we find out about an Investment of sorts by Haresh Kanabar & Team @ Hermes Pacific .
Les autres continue to disappear gradually. OUCH .
Outstanding performance by D . Malan
BJ continues to suck @ disease control .
Conclusion
In the last year I have heard from many of you about my decision to sell QBT, and while I am thankful for your concern about my investment performance, there are a few of you who have asked me whether I was sorry that I had sold QBT, just ahead of its run-up in the last year and a half. I would be lying if I said that I did not think about the money I could have made, by holding on, when the stock crossed a twenty million dollar market cap, but those second thoughts have been fleeting and I have no regret. Like everyone else, I would rather make money on my investments, than lose money, but I would also rather leave money on the table and have an investment philosophy, flawed though it may be, than make money, and end up without a core set of beliefs about markets. I can say with certainty that I will be back valuing QBT some time in the future, either because it has crossed a new threshold or because it is in the news. This company is far too interesting to ignore!
I shall be keeping a close eye on this share , Pathfinder Minerals & LNGA .
Which strikes me as huge long term value at today`s SP . LNGA ( BUY )
Outstanding Comments .
Thankyou ALL
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