Very little value left in this market

[SimonPB]

well there's that .. bigger picture is what investment strategy (or strategies) is one using ?? I use sorta value in one portfolio, but also have momentum portfolio, cyclical portfolio (not much there right now) .. there is also then of course a growth, small cap, and so the list goes ..

[Rams]

And were those snap shot pics of all your portfolios I saw on twitter?

[SimonPB]

just the JOL momentum portfolios (Top40 & MidCap) .. full portfolio is at http://www.simonbrown.co.za/portfolio/

[Rams]

Thanks Simon, will have a look

[FEK]

OML is providing value, I agree with Simon on this share.

[keng]

Ang what's a cheque? Overseas they are going to phase them out. /

[kwagga]

By the way, I didn't say no value, just very little. I'm looking at stuff like Granparade,Ellies, Aquarius right now.

[kwagga]

add Pallinghurst to the mix.

[Rams]

And some analysts think NPN, APN , CPI still undervalued.....you create a set of rules, and then create value according to those rules. Another set of rules will probably make them "expensive"....so agree with Simon, all about strategy....and where will you exit if you wrong