You have been on the money re AJA of late. I have been tempted with that nice return but have been battling the healthy 36% gearing of MCW. It seem real safe - in particular due to exit stage left from the US. This may be worth the reduced return as you have outlined? Each to their own though (MCW has been good to me this year). I would be interesting in your thoughts. But i think generally these 2 stocks are much safer than most going around (for something scary, have a look at BMN!).
I would expect a pullback to occur. May be 10-15% from the high. A couple of interesting trading days to come generally speaking but there seems to have been alot of influence related to the downward momentum broken by this run (AMP selling, Qtr contracts etc).
Good luck holders
MCW Price at posting:
61.0¢ Sentiment: Hold Disclosure: Held
