RE: Herbie3 Sep 2015 23:01
Last year was poor. This year looks mixed but not seen any overall figs apart from "bargains of the year" which was up 10%, now down somewhat as Record profit warning, so I agree nothing special. His problem is he does not get out when things start going wrong, like Polo, SEA, Camkids, Thal, Greenko etc. If you avoid his foreign cos and energy tips you will probably do quite well.