ATM - A2 Milk Corporation Limited

[sb9]

Good on you Beagle.... feel the fear and just do it!
(Disc ATM over 60% of my portfolio!)

I better not calculate ATM's share in my portfolio, it'll be scary

[Dust]

Reading this thread just keeps reminding me of the sad state of the NZX market, where investors resort to diversifying into a single name over the rest of the garbage on the exchange.

[sb9]

Reading this thread just keeps reminding me of the sad state of the NZX market, where investors resort to diversifying into a single name over the rest of the garbage on the exchange.

Yes, however the share of ATM's portion in my portfolio is out of buying a lot when it was very cheap compared to current sp and surge in price mainly in the last 18 months or so skewed its balance by a big margin.

I do have few other decent ones in my portfolio.

[Leftfield]

Reading this thread just keeps reminding me of the sad state of the NZX market, where investors resort to diversifying into a single name over the rest of the garbage on the exchange.

NZX currently one of the best markets in the World IMHO. (sb9's post 7944 applies to me also.) For the record, I'm in agreement with Buffet that diversification of a portfolio is over rated, and best for those who don't know what they are doing.

[Dust]

NZX currently one of the best markets in the World IMHO. (sb9's post 7944 applies to me also.) For the record, I'm in agreement with Buffet that diversification of a portfolio is over rated, and best for those who don't know what they are doing.

The me from a parallel universe might agree with ya, but when I look at the NZX page with 0 new listings, and all the big names dying to run to other exchanges I just cant haha

[Ted2]

I better not calculate ATM's share in my portfolio, it'll be scary

Mmmmmmmm mine's gone from about 20% share to over 85%. I think they call it overweight, but in this case I'm rather happy with obesity

[Beagle]

Look harder...there's SUM very good companies on the NZX trading on compelling fundamental's...this is not the only compelling investment story by any means but certainly the best in my view

[Oliver Mander]

Started at 6.5% of my portfolio (with a target 20% weight on "Dairy"), now at 22%.

[Beagle]

http://www.sharechat.co.nz/article/c...land-dropshtml

Rumors of MSCI inclusion.

[MikeE]

http://www.sharechat.co.nz/article/c...land-dropshtml

Rumors of MSCI inclusion.

What will inclusion in that index mean Beagle?