Cash is king Roger...
It was a toss up whether to take my opportunity with Pushpay or AIR ..Years of experience has told me to stay out of cyclicals when the bull market becomes ancient...but I back the wrong horse and bought AIR ..I got sucked in with the AIR hype...Should have listened to my own concerns and remembered Peter Lynch philosophy of keeping away from cyclicals when their PE gets too low..
Now Pushpay's price is another +16% higher and I only realised +4% with AIR ..Using TA Discipline a +4% per month is lousy underachievement...
Sour grapes by me Roger...Yes I'm afraid so:p..I'm in this Sharemarket business for a living...Sharemarket investing efficiency is a must for me... when you are cashed up you have huge potential to take very lucrative shorter term opportunities....I've just wasted a month fiddling around making 4% with AIR