Mike,The company needs to deliver on forecasts. It's a big risk...

Mike,

The company needs to deliver on forecasts. It's a big risk to go by presentations and no past history. But I guess if you owned 55 companies and now only 28, one more is no big deal. LOL.

You have way too many stocks, probably 20 too many. Your portfolio in essence is a reflection and most likely worse than the performance of the ALL ORDS.

Just my unopinionated (if there's such a word) opinion. LOL.

:)
Nic