It's about confidence and patience. I'm confident that EPS will...

It's about confidence and patience. I'm confident that EPS will have at least one significant run over the next six months and I'm patient enough to wait that long. The bottom is even harder to pick than the top. What matters is entry and exit points. If EPS drops I may buy more although I'm happy enough with what I have now.

When the sp lifts towards 80c, I intend to sell a third of my holdings even though I expect it to run higher. I am cautious by nature and every investment has its opportunity cost. I always have a file of value bargains ready for a few $$$ that come my way.

When the sp approaches $1, I intend to sell another third. This will leave the final third with all tax paid and carried free.