The fund fell slightly from 11512 to 11164 approximately 3% due mostly to Carrefour and Avav both of which now present an even more compelling case for investment. The new CEO at Carrefour has now taken over and from what I read he is about to make some big changes. Aerovironment is still in my view the highest potential although it may take a year or two. Overall 6 stocks declined, some by only a small amount and five advanced, tsem and quik being the biggest gains.
In hindsight we all look good of course and I made a post during the month where I suggested Man Group was ripe to rise, at around 95p only to see it become the target of takeover rumours and rise to 107p almost immediately....one wishes one bought. Now I am not so sure as the takeover rumours may have artificially boosted it.
In hindsight we all look good of course and I made a post during the month where I suggested Man Group was ripe to rise, at around 95p only to see it become the target of takeover rumours and rise to 107p almost immediately....one wishes one bought. Now I am not so sure as the takeover rumours may have artificially boosted it.
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