All Ords 7062 down 2 ptsPortfolio transactionsI sold out of a couple of stocks this morning in the Superfund breakouts portfolio (AVZ and SFX) in order to pay a pension (the fund has to pay out a proportion of its assets each year) and to make room for three new acquisitions and recent breakouts (PGH, … Read more
All Ords 7156 down 3 ptsPortfolio transactionsThis morning I sold out of Eden (EDE) at 3.9¢, making a loss on the 4.4¢ paid earlier in the week. I just felt that the breakout might have been a false one. Could be wrong, of course.Superfund portfolio performanceThe portfolio gained 0.1%. Main influences were:SciDev (SDV, daily, hourly) … Read more
All Ords 6939 down 20 pts or 0.3%Some of you have expressed the wish to receive articles posted on the website via email. 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” then clicking … 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