I had thai last night. Got some funky cocunut based chicken with...

I had thai last night. Got some funky cocunut based chicken with lemon in it. Interesting flavour.

Basically the money I put into HDG was the money I pulled out of CCC when I downsized my holding to a more 'appropriate' level.

If you like a sector (for me southern african coal),I think its smarter to find 2-3 good(undervalued) companies within that sector and invest in them all. That way if management of one have a brain fart and do stupid things you wont lose your dough. If everything goes to plan you should gain on all the companies anyhow, just some will gain more than the others.