Wednesday, October 5, 2011

I am initiating a position with GLP

The first I have added since the start of the bear market in Aug - GLP @ 1.53.

It is now trading off its historical low, but has nice fundamentals, and its NAV is already 1.70, so good time to buy some for keeps.


My wounded portfolio now consists:

CNOOC: -33%
NOL: -40%
SembCorp:-30%
GLP: NA

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