I have not bought LEI, PBG is very unique in my portfolio, the rest companies like ADX, ARU, BAU, ESI, GGG, ITC, RIV and more. You might be right (the fundamentals, risk etc) but again might be wrong (charts, sentiment ect) only time will tell, I will be closely monitoring this one ready to sell when sentiment changes.
strengthening ozzie dollar, page-27
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