In a nutshell,  a rubbish quarter all around, but we’ve gone ahead and highlighted the sectors that actually had growth QoQ, YoQ and 9M, anyone else thinking that perhaps some automotives may be worth a look?

BDI continues to plummet This only interests me because I’ve been waiting and waiting for the right time to purchase PSL shares, but other than a brief few month spell 2 years ago they haven’t deserved a position within the portfolio, not b/c they are rubbish operators but more because the industry just looks crap […]