I thought Breville might be a good one to consider to take advantage of the US dollar appreciation as a result of Trump victory in addition to the usual suspects James Hardie, ASX listed biotechs (you know who) with US operations and Computershare

Alas it was not to be

PWH moment for BRG?

Need to strike Breville off my list at least in the short term for now till we see how this "transition project" progresses.

I'm still looking at a couple of small caps including a NZ listed biotech that is forecasting 200m USD but has had a history of disappointment (which I hold)