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Bankers Bail Out
I suppose I am about to state the most obvious line of this time of year, “I can’t believe its 2008 already!”
A Deeper Meaning
Sometimes in life you just feel good about something. You just know in your heart and soul if something will be good, bad or indifferent. It steers us in and out of relationships, it directs us, at times, that hard-to-define "feel good" factor.
Fundamentalism
I am confused! Some would say not for the first time, but at least I am honest about it. Here we are in an extremely volatile market where the only people having fun are the traders, and let’s face it only the good ones at that.Investment Fashions
How investment fashions change, not so long ago the Rupert family not only claimed that diversification was the secret to all investment but the markets themselves seemed to demand it, even from the most bizarre operations, those that surely needed focus. Then “all change” and it was focus, focus, focus, stick to your knitting, know your onions and all that jazz! Well BIDVEST show that fashions come and go and basically a good idea backed with good management is more important than a fad! This vastly diversified, and fast becoming global business, came in with great results 22% up and still on a PE of 13 it looks like value, well done Brian just shows that fashion is not everything something our MP’s dress sense seems to demonstrate at each opening of Parliament.
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