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Karl is adamant that the fundamentals are right. I separately...

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    Karl is adamant that the fundamentals are right.

    I separately hold MNY so agree there - totally over sold on the potential of a royal commission that impacts less than 10% of their business

    EHL - don't hold but unclear as to why it has been up and down like a yo-yo the last week. Prepared to support them on this.

    ARQ - just don't get this one. I reckon the market has got it right. Good solid stock but can't see it shooting lights out in next few years. In my opinion this ones the problem. Portfolio heavily weighted to this

    Anyway my two bobs worth
 
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