All Ords 7576 down 25 pts or 0.3%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.1% as follows:A 1.3% rise in SciDev (SDV, 78¢ up 1¢, $124m, weekly, daily, hourly) added 0.4%.A 2.9% fall in Andromeda (ADN, 17¢ down 0.5¢, $418m, daily, 4hrly, hourly) took 0.2%.A 1.0% fall in Alpha (A4N, 48¢ down 0.5¢, $381m, daily, … Read more
All Ords 7102 down 59 pts or 0.8%Superfund portfolioBreakout transactionsThis morning I sold out of Dicker Data (DDR, $12.38 up 13¢, $2.1b, daily, hourly) at $12.16, making a small profit on the $11.17 paid on 14 January. DDR has a good solid business and is thus lower risk than my typical holding but I needed … Read more
All Ords 6851 down 92 pts or 1.3%Some of you have expressed the wish to receive an email when something is posted on the website. You can now choose this option by scrolling to the bottom of any post, adding a comment, clicking on the box for “Notify me of any new posts by email” … Read more
All Ords 6917 down 48 pts or 0.7%Portfolio stocksAndromedaI paid a visit to Professor Vinu at the university this afternoon. He proudly showed me his very impressive nanotech laboratory facilities and was able to clarify a few points. But he very correctly did not tell me anything confidential about his work for ADN/MEP.The rise in … Read more