David Fuller's view

Today’s report covers two sales, the first of which was Denison Mines, the Canadian uranium producer, which I sold at 62.7p on Tuesday.  I should have sold this immediately after the Fukushima disaster and waiting for recovery is similar to Waiting for Godot, especially after the failure to maintain January’s upward break.   The second sale was of my third largest position, the Atlantis China Healthcare Fund, at $1.963.  It had done well during China’s long underperformance but this relative strength has faded recently.  I am reinvesting the cash raised and should have more to report on Wednesday.