@Punic I'm a simple guy, I don't go with airlines as its way to competitive and subject to regular shocks - such as fuel prices. I hate insurance companies as I've never been able to figure out the actual company liabilities and I like to invest in companies where I have a detailed understanding of their operations. I'm a bit of a traditionalist and have a pretty diversified portfolio, about 30% is with companies like Cardno - great potential but often shite management.
I work for a competitor (privately owned) of CDD, though have worked on joint projects with them so I knew the general culture and strategy. Once I read the Wankmuller plan, I thought it was a goer as I know Cardno as being pretty hopeless on the technology front (Years behind on 3D tech), have terrible financial systems and do zero offshoring at all, can you imagine in 2016 a firm in financial trouble and doing nothing to lower there mid term cost of operation? Wankmuller seemed to grasp this, though it's hard to know where they are up to or in fact what they are doing aside from getting rid of debt.
Now back to my philosophy lesson, I've discovered at this ripe age of 57 that pretty much my logic doesn't work and I go against market trends, So I'm into Energy, Gas and Mining stocks at present.
Recent successes include Touchcorp which listed at about 1.50 and have been as high as 2.50ish and I'm going ok with lythium. My big tip is lanthonides (lanthanum to lutetium) or Rare Earth Elements. I'm an Engineering Geologist by trade.
That shouldn't help anyone.
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