RHY

I handle a lot of patients in the Endoscopy unit.  From my point of view, a blood test that looks for bowel cancer antigen with higher sensitivity and specificity than both the faecal occult blood test and also colonoscopy must be THE screening test of the future.

However even after proving its worth, the share price kept falling until the low 80c in recent months.  I kept faith and that gave me many opportunities to top up.

Today for the first time in months, I have gone into paper profit.  Those frequent cheap buys allowed me to average down my buy price.

RHY illustrates my philosophy in investment that if a stock produces good updates and investors continue to sell, that is the stock to top up.

SLX

 Many years ago, uranium was a hot sector.  Any stock that purported to have uranium in its tenement would surely rise.  But only one actually materialized its discovery, i.e. PDN.  Even then it had problem when the price of uranium fell.  It was postulated that when sale of uranium from decommissioned missile nuclear heads was complete, the demand for mined uranium will rise.  It never happened and those proponents of that market theory went into hiding.  And after the Fukushima disaster, the nuclear energy industry went dead.

But the need to decarbonize the Earth creates a nuclear energy comeback.   I didn't want uranium stocks so I went back to SLX again which I had sold at a loss.

SLX has the world's only 4th generation technology for uranium enrichment using laser.  Hitachi and GE didn't want it anymore and made little progress after Fukushima.  After taking that joint venture back and the price of uranium climbed, so did SLX and I am now nicely in the black after a cliff climb in its share price.