Q: Having built a cash position I am now looking at re-deploying into the market. S&P500 looks like a technical top but maybe on a long-term perspective it is ok. I own many of your names and would favour just increasing those positions as it would not result in over concentration on a name basis or a sector basis. No Oil & Gas due to long-term structural changes or mining due to too many operational and geopolitical challenges. So with this in mind, your top ten or so picks for long-term growth/income.
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Investment Q&A
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Q: What do you like about DBO? As you made room for this by removing CXI, I assume that you must really like this name.
Am I right in understand that the technology needs to be integrated into a film during the production process and can be quite labour intensive? Will this make it difficult for them to get a wide adoption of the technology?
Am I right in understand that the technology needs to be integrated into a film during the production process and can be quite labour intensive? Will this make it difficult for them to get a wide adoption of the technology?