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Month: January 2012

Delta SBD – A recent float with promise and a macro tailwind (DSB)

Posted on January 20, 2012 by Leon

Whenever I run a value filter it will spit out 50-70 stocks on the ASX which meet my criteria, and most of them are either garbage (easy to bin) or marginal (much more difficult to separate and easy to make a mistake with that costs you lots – VMG looked good at 35c in January…

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Colorpak – About as exciting as a trip to the box factory (CKL)

Posted on January 8, 2012 by Leon

  Colorpak was the first company I ever profiled on this blog, and nearly a year later the share price has barely moved on almost non-existent volume.  You’ll see from my original post that I’m hanging around for the FY12 results which should reflect some success at Colorpak’s integration of the Carter Holt Harvey business.  I…

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