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Any chance of adding CHEOY to your watch list, or better yet, the portfolio? I sold it when GG shut down, but it has done well and seemed like a rare breed: a profitable company with growth and income.

There is definitely a chance. I'm just not enamored with the strong AUD. Ultimately, a weaker AUD would benefit Cochlear, but the exchange rate improvement will be immediately recognizable and it might take a bit for the revenue gains to flow through.

I don't know how to get enough info on international stocks to keep up with them. But if you followed them...

Well played.


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