My top 10-ish positions in no particular order: IGK/ISF/IDG, NRF-A/B, UVIC, GPOR, FR-J, EBIX, AEH, COPJF, GILD, CSGH, RINO, UEPS. No changes in this list since last time.
New positions: E, RIMM
Positions increased: GRVY, UVIC
Positions reduced: None
Positions eliminated: None
Not much activity. Bought more GRVY as stock continues to drop below net cash. Started a position in E, which looks very cheap, even though I don't particularly like supermajors. Started exploratory position in RIMM. IMHO, the news of death of RIMM (and NOK ;)) have been greatly exaggerated. ;) |
