Fri 16 Feb

Trading portfolio I sold out of Austin Engineering (ANG, 25.5¢ unchanged, $148m) this morning at 25¢, lower than the 26.5¢ at which they were purchased. My rationale is that they appear to have lost momentum. No doubt they will be OK in the longer term. The portfolio finished virtually unchanged, down just 0.1%, taking the … Read more

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