Hey Teotihuacan & Pezza87 (and appologies to anyone for the non...

Hey Teotihuacan & Pezza87 (and appologies to anyone for the non MOF specific elements of parts of this thread). I'm certainly not a financial advisor and below are based purely on my research and strategy and feel free to add value and expertese.

Sounds to me we are very similar investor profiles driven by long term income and similar age profiles (i'm in my early 30's). Kind of gives further weight to convictions and strategies i have. Sounds to me that Teotihuacan, you have a portfolio i like the look of very much too.

Several points to various sub comments here in each of your posts:

- CEU to me is one of those bottom drawer stocks that you put away for a long time and know that you'll get regular dividends and enjoy capital growth from a monolopolistoc play. It's not exactly exciting or going to go beserk, but that's equally it's purpose. I jumped in on this one recently in the mid 30's and reasoning was based around the soundness of factors. Month on month, like for traffic usage is increasing steadily. Currently there is less traffic than expected (which i see as an upside rather than a downside as im sure it will reach these figures) & population is increasing steadily in the road area. Projects such as this always hit short term headwind as people are annoyed about paying tolls, but in time people cave in and it becomes part of life. In addition , the recent announcements and stats re. frankston add further upside in my view. Finally, like any stock in my portfolio, the 52 week average (and float price) are way above the current (i.e bashed down excessively).
- TCL is a similar play to CEU , just a little more reliable. CEU more risk until consistent dividends are truly shown but also much more potential to go north as i think TCL is only around 30% off its 52 week high and CEU is more like 70% (some of which was overoptimism i admit). As such for me personally i discarded TCL at this time, not because its a bad stock but i prefer slightly higher risk/reward plays at this point in time.
- MIG is a truly excellent stock, and hard to fault IMO. It's on my watchlist currently and am just picking my entry point which will be very soon.
- I will have a look at GBG as they sound interesting & the BBI / BEPPA play is very much in my mind.
- ROC is currently one of 3 stocks im in the red and agree has a few issues. However its one of my lesser capital plays and expect there will be a correction in the coming months probably when NXS come back online, and could be a possible takeover target. I'm not really in ROC for the long term as i will end up switching to something with a dividend. I will have a good look at CVN. I suspect that in time i will dispose of LNC / CUE / ROC & KAR completely and switch to income.

- Bluechip stocks are not my favourite at all at the moment. Although i am a mostly long term income driven investor i think that during a positive 'bullish' run that bluechips don't have anything like the upside of the lower cost stocks. Reason being they don't get battered down as much when they go down because they are safer plays. I'm very anti blue chip defensive stocks as they kind of defeat their purpose at the moment. For example when the market heads south the likes of CSL, WOW, SHL, TEL etc are where everyone jumps. In analysing recent down spirals it strikes me that blue chip defensives *still* go down during these trends but to a lesser degree. Thus, IMHO there is no reason to switch defensive just for the sake of keeping cash in shares but instead to sell out completely and keep money in the bank instead.

- With regards MND, i'm very keen on views about NFK which is a stock that is shouting *buy* to me right now as theres no way MND will let it flounder after recent buy in. As such my preferred play is NFK instead of MND for many reasons, and might be one to move in on in the next few days.

- LNC will have an announcement probably on monday which i suspect will cause a significant movement one way or another, but yes if you believe everything you read then this one could be ready for huge gains in the next week or two, but we will see as that talk has been around a long time.

Kasper