I first made comment about CLT for the share idea website back in March this year.
The stock was trading at 18 cents at the time and has since paid a 1.25 cent divided. Last week it received a proportional (83%) takeover offer at 28 cents. Continue reading “COMMENTS ON CLT, APW, AIK, GDXJ:US, RMS”
I have made a guest post on a website I only recently came across, but now see it as being a useful tool for many investors. My article here touches on points I probably have already made on the blog but thought I shall share the link here anyway.
Continue reading “FOLLOWING THE BEST INVESTORS & WHICH GLOBAL MARKETS OFFER MORE VALUE?”
Let me admit from the start I’ve been quite cautious about overall market levels for over a couple of years at least so it may pay to ignore this post!
Most are probably aware but I wanted to note the performance of the ASX larger stocks versus the smaller sized counterparts. Continue reading “Small Ordinaries major bull market, is it time to get a bit defensive? Sales of ELD & NUF.”
I would have to admit I am quite staggered by the moves we have seen since Brexit. I am not surprised that the market found some support given the initial panic, but to post new highs so quickly together with highs in bonds and in the gold price was a shock to me. Continue reading “Various recent portfolio changes”
I sold my EVN shares today at 2.77. Note this is purely from staying within my maximum allowable asset allocations as touched on in the “about me” section of this blog. I remain positive on gold. Continue reading “Rebalancing discipline.”
At the beginning of May, I did de-risk the portfolio via shorts in the Dow Jones and also some well out of the money put options in the S&P 500. Currently this decision is looking unnecessary, with May seeing risk appetite being fine. Continue reading “May update – market calm about the Fed”