Ann: AGM Presentation, page-10

I agree. The problem is I can never seem to make my mind up! - I keep over thinking the different sides of the arguments. What are your thoughts on the impacts from the housing market downturn in Sydney and Melbourne on MNY's customs ability to pay their debts ? I see some signs of bad debts slightly ticking up on other things like mortgages etc and the impact on car sales.

Also on the Macro level, (if I remember correctly) around half the money in Australian equities is from offshore - so what impact could reverberations overseas have. Even if it was irrational, due to our market PE and economy - could we see the all ords/ASX 200 go down in tandem with the DOW/S&P ? which I believe could easily fall 30%+ from current levels after going up x4 in the last 9 years.

Don't get me wrong though, I'm still holding MNY and a big believer in the business - I suppose I'm just getting skittish!

This post could almost be made on any of the other stocks I own heh