I’m trying to keep numbers of stock in folio around a dozen or so. This limits scope of ideas. Anyway half is just financials. Will admit to missing the bus on capital goods. My excuse is that there are cycles in lots of things but capital goods can be severely cyclical, and timing cycles is quite counter intuitive. You buy when valuation ratio reach high point and sell with decline. With commodity stocks I’ve not had a good experience doing the cycles 
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