Hi Howard,
I hope all is well with you.
I finally made it over to SI. Not sure if I am too keen on the format, though I'll probably get used to it.
Anyway, I agree that NCW is very attractive at these levels, and I will probably add over twice the amount of shares I currently own. It is not as much as you big boys but it will make it a more significant holding in my pf and will not break any of CC's rules. I have held NCW for about a year now but I feel this year will reward my patience.
I have one problem though. I phoned NCW for their latest investors package about two months ago, and they never bothered to send me one, so I sent away for one via their web site, and still nothing. I will be phoning them again when I get the chance, but I hope they don't treat potential investors this way. Other companies have been very quick to respond (i.e. MAN, IVV, TNR, LLL, EET etc.), but I found that others tend to drag their feet a little when it comes to investors relations.
All the best,
Kevin. |