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The Lyceum - searching for eudaimonia

Positions 28 May

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Summary of last week:

Sold half GIR. Been a handy pick up.
Sold TLS. Woof.
Bought just a handful of WCL, watching price action to buy two handfuls.
Bought a few more PDN.

AZM had a good week. Should have bought more on hold above 10, but I'm off my game.
Have the PRU entitlement to take up. Not sure how I'm going to do that from the beach in Mexico.
ICN in trading halt for capital raising. Hopefully Mr M likes it.

Overall up 30% this year, so happy about that, but Harry tells me could have been better if I had any balls and bought around where I thought a bottom was. Oh well, other opportunities await.
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Updated 31st-May-2009 at 01:19 PM by kennas (spelling)



  1. kennas's Avatar
    That long awaited pullback to put in the rest of my cash has simply not materialised. Incredible run in the markets.

    PRU great break up from the pennant yesterday, will have to add more.
    Looking at more AZM also.
    Maybe BHP, which has held above $34 ish support now and is looking good.
    IAU outstanding break also, and will probably add some tomorrow.
  2. kennas's Avatar
    Topped up a couple more AZM at .15
    Doubled BHP at 36.50
    Added just a few more IPL at 2.84

    Watching the others mentioned
    Also watching ROC as a potential break up from a pennant
  3. pan's Avatar
    you buy any IAU?
  4. kennas's Avatar
    Not yet.
    Nor PRU, or ROC.
  5. nomore4s's Avatar
    BHP buy now looking very good, well done
  6. kennas's Avatar
    Cheers and followed through to BRM and GIR. Hopefully they keep running in later days and it's not just an anomoly.

    Flagilating myself again over not getting into AQA. GOOSE!!!


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