These are the 10 investing podcasts that I tended to listen to mostly in 2020, and will no doubt provide some good content in 2021. This is from the perspective of an Australian investor that mostly focuses on picking stocks on the ASX. You can however find many good podcasts here for investors all around the globe.
Continue reading “WHAT 10 PODCASTS ARE BEST FOR AUSTRALIAN SHARE MARKET INVESTORS?”It is quite possible that discounts on LICs might continue to contract in 2021, mainly due to a lack of supply. It is therefore no surprise that I am not expecting a great deal of LIC IPO activity next year. There was controversy surrounding sales commissions and LIC IPOs that got plenty of attention in 2019. (This was after a flood of new issuance in the few years prior, with many poor performers). For this reason, I doubt whether financial planners and investors have great appetite yet to take the plunge into new closed end fund products.
Continue reading “ASX LIC TRENDS FOR 2021 IN TERMS OF DISCOUNTS / PREMIUMS & POTENTIAL IPOs”At first glance this blog post might appear to be only relevant to Contrarian Value Fund Ltd (ASX:CVF) and Global Value Fund Ltd (ASX:GVF) shareholders. I thought it was worth posting though because all LIC investors generally should ideally make themselves aware about certain issues. Part of the attraction for a fund manager launching a LIC is it is very “sticky” AUM revenue. Investors cannot redeem their funds like the traditional open-end managed fund structure. This “stickiness” of AUM fee revenue for the fund manager can often usually last for a decade whereby many Investment Management Agreements (IMAs) set their terms at 10 years.
Continue reading “ASX LICs AND IMA TERMINATION FEES – GLOBAL VALUE INVESTING”Should Australian Leaders Fund Limited (ASX:ALF), Contango Income Generator Ltd (ASX:CIE) & Thorn Group Ltd (ASX:TGA) wind up most of their operations and return cash to shareholders?
Continue reading “SHOULD ASX LICs / COMPANIES WIND UP AND DO THEY HAVE THE RIGHT “SKIN IN THE GAME”?”Well you might have to scroll until the end to see my two cents worth in regard to the above questions. Honestly I wouldn’t have a clue, but the world and markets are interesting now so I thought it is time for another blog post!
Continue reading “SHOULD I BUY ASX SHARES NOW?”This is a guest post that I thought would be of interest to my readers. Please read below to find out more about the author. (Note I have no affiliation with the below author / business).
Continue reading “Guest Post – The ‘Melbourne Cup of LICs’: Our form guide and three favourites”Pressure has been mounting on many ASX LICs this year to address issues of sub-par performance and widening discounts to NTA. In some cases this has led to corporate activity in the sector that has subsequently seen strong returns in the shorter term for such LICs.
Continue reading “5 FACTORS FOR PROFITING FROM ASX LIC TAKEOVERS AND WIND UPS”This is a guest post that I thought would be of interest to my readers. Please read below to find out more about the author. (Note I have no affiliation with the below author / business).
Continue reading “Guest Post – How to determine if the trend is your friend”It has been a tough environment for active managers, so I thought I would take a look at a performance comparison of the most popular ASX LICs.
Continue reading “ASX LIC Performance Comparison – Not A Happy FY19”