Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
Having added shares in specialist environmental support services group, Silverdell (SID) to the Recovery portfolio of my Nifty Fifty website at a 17p offer price in January I clearly do not look entirely Buffetesque with the shares now trading at a 14p mid.
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