is w. h. sol patts a core hold?, page-30

yes I still think they are shrewd and that purchase from Rio would you think be a good buy just given their history and the fact they have waited so long!

- no-one gets it right all the time many of us have plenty of dogs -i know these days i think i get more wrong than right (perhaps a reflection of the market and fast moving industry and disrupters) but we have to make sure we make plenty from the good ones -for me things like csl, bkl, wes, and pmv in heavyweights I have been in for years; and more recent growth type ones such as voc, mvp, acx, kkt, nea, som, pme, and iph. Money to be made at times in cyclical /recovery firms the likes of frm ,sxe , mct, sgn , bkn and mah -just hope another can come home like frm, and even mct!

I suspect you are the type that doesnt have too many dogs but I cant help but spread myself around!