Ann: Achieves Strong Growth in FY14, page-3

Hi Mike
Starting to feel like I have a lot of eggs in 1 basket. Been accumulating TTN and NWH over the past 2-3 months and they now make up 40% of my protfolio.

Not concerned about TTN missing their target as consensus forecasts (the ones I received) had them at about 23% and at about 24% for FY15. At a pe of around 8 and a divi seems cheap to me. Mgmt also have a pretty good reputation so comfortable with my holding, and still buying.