30% of my holding. Nothing to do with how they are trading more to do will how well my PF is doing and its balance. MRW was getting too big (nice problem to have) so either I bought more of something else well a few something else's or sell some of this. With the market toppy its difficult to find real bargains so this had to give. I did top op another share but it made little difference to the percentage of this.
Well now the PF is better balanced, it has room to buy some more (should MRW… Read More
I think shorts had started to be reduced anyway from a peak.
From the conf call its good to see that the improvement wasn't down to a specific issue but lots of everything just getting slightly better. They are still calling it a turn round phase so maybe more to come. It seems to be dragging the other supermarkets up with it.
I suppose things might track back if they have a bad time but its looking like retail might be coping with the headwinds. I suppose weeding out the weak will… Read More
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