CDD 4.55% 23.0¢ cardno limited

CAV has been the ugly duckling of my portfolio but I still have...

  1. 2,211 Posts.
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    CAV has been the ugly duckling of my portfolio but I still have some confidence in them. If you can look through the loss like we did with CDD but as an investment I think it's a lot higher risk due to the industry and its size.
    Running a bit close to the wire for my liking.
    With respect to CDD as Barnacles and I said when it mattered and the "value investors" at Forager have said more recently it will probably make around that $70m NPAT per annum profit and be worth around the $2 mark per share over the long run (which is getting ever closer).
    https://foragerfunds.com/bristlemouth/cardno-back-into-shape/#more-99497
    Its funny reading this thread someone accusing me of amateur hour as the rising shareprice got to my head back then.
    I am hardly perfect but I don't think that was deserved really.
    Last edited by croasian: 22/02/17
 
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