All Ords 7270 pts up 3 pts onlyToday I comment on buying by EOS directors and on rare earth hopeful HAS.Portfolio performancesThe Superfund portfolio rose 1.9%, taking the loss for the week to 5.7% and the return for the financial YTD to minus 17.3%. Movements today were as follows:A 5.1% rise in Audio Pixels (AKP, … Read more
All Ords 7490 down 28 pts or 0.4%A quiet day after the hectic reporting season so had time to look at CXL.Portfolio performancesThe Superfund portfolio rose 1.2%, taking the loss for the week to minus 3.9% and the return for the financial YTD to minus 12.4%. Movements today were as follows:A 5.8% rise in Alpha … Read more
All Ords 7416 up 51 pts or 0.7%Bought more VMM and completed the ADN spreadsheet. Both look very cheap to me but as you well know I am not infallible.Portfolio transactionsThis morning I purchased some more VMM at 65¢, adding 75% to the position and taking the holding to a weighting of 5.8%. The quid … Read more
All Ords 7292 up 50 pts or 0.7%Nothing much to report today. Spent more time on the CXL research, found a few breakouts of interest but because we went out for a boozy dinner tonight I did not have the time or inclination to do it justice.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:A 6.0% … Read more
This brief note addresses the sections in yesterday’s daily comment that were not completed due to lack of time, these being ‘Other Stocks’ and ‘New Breakouts of Interest’. At that time I thought I would cover them in Monday’s note but I decided to do it today instead.Other stocksFlicking quickly through the list of about … Read more