RE: CLL12 Mar 2015 12:04
hi compadre, yes indeed, i've been long here
for a fair while. i don't tend to look into the bb that often,
but very happy holding with a longish view.
oddly enough, i first looked into this for
the same reason, i started researching
most of the main holdings in gile's micro funds.
i have come unstuck on one or two of them, of course,
but in general they have performed pretty well.
i'm keen on cello for its steady nature,
and the reasonable divi quite appealing.
(& it gives sector balance to my portfolio.)
there is a negative issue still outstanding here
re VAT liability, size and scope remains unclear,
so that is a risk, but i think/hope reasonably reflected
in price currently, and no evidence (as yet) that is
is symptomatic of any wider management failing.