bark:Portfolio12 Apr 2010 15:14
My 2 biggest are ARM & IMG held for years, slimmed down in 2008, doubled in Spring last year. Will check out your tiddler Tech. I'm selling ARM when WB sells Coke., Mr Buffet's upped his stake in TSCO last month and he always buys at a disc. to value, Looking to double my TSCO too. NO Banks, No AIM except for tiny punts in my SIPP. Big in AZN BG BLt BP CEY CNA NG. SSE TSCO, a few DGE, DRX and NCC. Agree with you about SA,
Long on Gold & the Doller, short pound & EURO. Fear the Dark Side, (double dip) will hold cash in my ISA this year except for TSCO & AIT. Have you got a SIPP?