Easyboy,I hold both.Dont wait too long. The broader market...

Easyboy,

I hold both.

Dont wait too long. The broader market fundamentals around these two are improving quickly and some positive work is being done in the business. Writeups in property values is assured based on the sales of recent properties.

You are not going to get any definitive answers here about what proportion to buy of each. Remeber this site can turn into a cheer squad.

IMO CER at this point looks a more stable buy and will pay a dividend in the coming six months, but be prepared for the traders who hold large amounts of these two to make the ride up a choppy one.

Still a lot of noise that needs to be dealt with before the Insto's buy in. Some of these present major hurdles for the business. The key things to focus on is the announcement of dividends, writeup in property values, shift in currency, restructures and finally and most importantly the cancellation of the hybrid securities the banks have their grubby hands on.

What you are betting on is that the management have the skill and tenacity to navigate around these mine fields with shareholder value at the top of mind.

If you can handle this psychological thriller in movie parlance then buy your popcorn get comfortable and get on for the ride.

Lets face it these companies are worth more in any structure that the mear SP's they are trading at so it is a matter of time before other recognise this and push it through the roof.

DYOR