Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 1
Hi All

Interesting article at egoli.
http://www.egoli.com.au/sofaer/sofaer.asp
Australia's top 25 companies? They account for 75% in value of the top 100 by market capitalisation.

This is something to consider esp when you realize that many funds can't invest much outside the top 100.
The method is to buy any of the top 25 when they fall more than 35%. Best way is to not buy in one lot rather buy in 2 or 3 lots thus you reduce your risk.


The surprise packet will, in my view, be TELSTRA whose earnings could surprise on the upside and once confidence in its investment in PACIFIC CENTURY grows

Telstra is not a bad example, the telco's in general look alright to me.

Other thoughts
I like dvt watching at the minute but very close to buying my first position. looking for a short term bounce & a longer term move from about Nov to Jan

Sold most my oils but still holding Osh.

The gold stocks are looking a bit soft again, I'm out.

Still working through the bio's but not real happy by what I've found so far, all recs appreciated.

JR



Print the post  

Announcements

When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.