Tue 22 May

Trading portfolio This morning I sold out of two stocks which had lost momentum: – Gold Road (GOR, 74.5¢ down 0.5¢, $654m) at 74.2¢, purchased in Jan at 79¢. – Spirit Telecom (ST1, 23.5¢ down 1¢, $56m) at 23.5¢, purchased in Feb at 21¢. The sales boosted the cash position of the portfolio from 10% … Read more

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