AGO

AGO has been falling steadily. I think it is because of China's attempt at slowing its economy but then the Premier said inflation is under control now. The other reason is ex-GIR shareholders taking profit. Hence I have to delay my sale of AGO, at least just some of it.

There is talk amongst analysts that this is company ripe for a takeover. So I am not getting rid of it for a while. It has been well-run by a very impressive board.