Bud,
I reckon the shorts loaded up BIG time here today,
Should see a healthy fall tomorrow EX DIV.
I couldn't bring myself to sell though rather wait for lower support and top up L/T.
After all that's why I bought'em in the first place.
Capex in the energy sector yet to make a positive impact but I expect this to improve 2H/10
Capex in mining sector is strong.
Infrastructure CAPEX looks weak and may remain so in election year.
We'll see.
GLAH.
P. My thoughts only.
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