ALU
NAN
RHC
TPM
XRO
Planning to hold these for the next 12 months anyway so lets hope for another good year.
If we could change one through the year I would throw in BBUS (Short S&P500) I can't remember the last correction/crash, must be due....
Well I dived in this week, an average buy price of around $112.00, hoping for a minimum 20% compound growth over the next 3 years... Should be able to pay a nice dividend as a bonus.
Re: NVT - Navitas
Thanks Klogg, NVT is still a high quality business with a long runway of growth ahead in my opinion. I also like the way they have operated the buy back, $5.18 highest price paid $4.51 lowest price.
As a long term holder I actually hope it dips back into 'the buy back zone'
Hugh McLernon the previous MD controls around 5mil shares. He was not ready to retire but when the opportunity to employ Mr Sakir came along was more than happy to step aside.
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