SP decay, page-25

Hi Mike, If you asked that same question 12 months ago, SWL would have been in my top 2 picks but how times change.
Took SWL profits a while back having bought in at close to current prices but still on my watch list.
Of my current holdings my fav stocks at current prices are VOC,LCM with CTD a close third.
All three have one thing in common that being top notch management and all have had profit upgrades recently and still look cheap.
My foray into the shale boom with holdings in BRU and NSE has so far limited my losses in this crap market.
I must learn to stay away from some illiquid stocks during ordinary times as they tend to capitulate faster on minuscule volumes.
Cheers, Ormond