I have been liquidating my holdings as of late and haven't really found anything that I am all that keen on investing in at the moment. The discussion in the forum is quite interesting but at times I find there isn't actually all that much talk about individual companies. If you have or had similair holdings if you could share what else you hold I think it may lead to an interesting discourse as part of the reason why we all post here is to learn and share ideas with each other. It will also help me to save some time if we have similair criteria for identifying companies to invest in. Low P/E companies with high ROE and scope to increase earnings reasonably realiably for a few years, these are the ones I prefer but hard to find. CCV - Earnings should increase by converting franchise stores into corporate owned stores FGE - This is one of the ones I am liquidating, mining services company with a good history of increasing earnings but has been lucky to not have any contracts go sour and no longer cheap as chips. MMS - Bought interleasing for a steal which allowed it to deploy a lot of capital relative to its size which should set up to increasing earnings over the next few years. RHD - Another company which I will probably be forced to liquidate, human resources company being taken over for less than a premium price as the founder wants out and the 2nd largest shareholder is working with CMG to buy it out and between they own about two thirds of the company. Biotech companies with commercial products that lead their field and do not need to raise capital. BTA- Good wad of cash but potential relies on the company getting a good outcome for the licenscing of their next generation anti-influenzae drug, but given the deal they got from GSK for relenzae and the dominance of tamiflu even though it is an inferior anti-viral this may end up more costly for me than it already is. SRX - Good treatment for liver mets potentially useful for primary hepatocelluar carcinomas which is a much larger indication. Trial data will take about 3 years to come in and if positive about 5 years for dose sales to grow exponentially. As is dose sales are increasing at a linear rate and it does not have an excessively high p/e if you take out cash backing and it is one of the few aussie biotech shares with any e. Gold miners DRA - Scandinavian gold miner chosen because of it should be able to increase reserves, had lacked cash to drill exploration holes as had to close out a unprofitable hedging contract and has recently released some high grade holes from a future mine site. Chosen more because of its high cashflow relative to market cap due to the closing out of the hedge book and rising gold price. TBR - Aussie gold miner who likes to hoard their gold instead of selling it. Had at one point more than its market cap in gold bullion in inventory and low cash cost gold mine. High cashflowrice IPX - Extremely small IT company involved with cloud computing, IT support as a subscription service, overinvested in capacity and suffered for it so now any contract wins should translate to the bottom line quite readily. Oil and gas producers/explorers New theme based on rising energy consumption and hence prices and not a very successful one as I basically chose companies which had a high cash backing and hoped that they would spud oil or gas without having to raise capital which TAP did anyway. COE & TAP - High cash backing with producing wells helping to fund exploration.