Monday, 6 January 2014

I finally got rid of my position in my biggest mistake of 2013 - Royal Imtech at 2.25.  I now have some cash to put to work and I have started by topping up my AIG position.  In addition, I had an order filled in Pennant International very soon after posting my year end update.  This means that Pennant International is my second largest position and AIG the third.

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