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NOVEMBER MINUTES


No fireworks during our meeting: but illuminating all the same!

We are almost at the end of yet another year of business for us Dollies. November is the last month we discuss our shares - December is the time for celebration and indulgence at the Chewton Glen Hotel where we always go for our Christmas lunch. For the past two years we have actually persuaded our Treasurer, Pam S, to fund this out of our coffers! Let me tell you she took a lot of persuading!


The meeting commenced with congratulations to one of our members, Lyn, who has written, illustrated and published a book "THE DARING ADVENTURES OF TOMMY TUFT" It is a delightful story which Lyn thought up whilst walking in the Forest with her Red Setter.


But down to business: Here is a short resume on some of our holdings:


GENUS: Just keeps climbing. This share should benefit from the dreadful Swine Flu in China. They will need to replenish their stock. A definite hold.


HALMA: Is another positive share we hold. We have done so well with this share since buying in january. A definite hold and decision to invest a further £2000.


OCADO: Has taken a hit this month. But it is a relatively new share of ours, so we will continue to hold but watch carefully.


SCIENCE IN SPORT: Down this month due to the increase in price of Whey which they use in their protein powders and energy bars. But hold for now.


TULLOW: Is rallying from its 25% drop last month. Many brokers feel it has been oversold. So we are holding for now but will keep a close eye on it.


UNITE GROUP: We have done very well with this share over the years. They are purchasing another student accommodation group "Liberty Living". Pam S. expressed her concern over UNITE based on the "cladding" issue of high rise blocks. But decision to hold for now.


HAVE A VERY HAPPY CHRISTMAS EVERYONE. THANKS FOR FOLLOWING US. SEE YOU IN JANUARY.




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©2019 by China Dolls Investments Club

©2019 by China Dolls Investments Club