In a recent blog post I suspected that the latest ALI buyback announcement appeared to be of the Claytons variety. Claytons was a non-alcoholic drink but marketed in the 80s as “the drink you have when you are not really having a drink”. It was to give the impression you are out having a drink, but wasn’t quite the same. Continue reading “Management AIMS for a Claytons buyback?”
Please do not read these comments as advice for making decisions on the below stocks.
My financial goals and circumstances may be totally different to yours and my decisions could be totally irrelevant. And readers cannot be sure I have a clue what is going on anyway, or what my track record is!
Before I begin on some notes I made on some of my holdings (warning – this is a long post of individual stock comments), I thought I would just point out a link to an article about the latest offering from Magellan. Continue reading “REPORTING SEASON WRAP UP, BUT FIRST SOME FURTHER THOUGHTS ON INTERNATIONAL LICs.”
No harsh comments about the dog in the picture as he is a close friend of mine.
June 30 is often a time of reflection for investors and I thought I would sit down and do a quick self-review of the financial year gone by. As promised I went through and just noted the stocks that I have mentioned on the blog previously where I still hold, and picked out the ones that have looked shaky of late as at June 30. Continue reading “DOGS OF THE PORTFOLIO AND A REVIEW OF FY 2017, RECOMMENDED RESEARCH SOURCES.”
I have commented on the CYA situation numerous times on the blog. One of the reasons I started blogging is I find it a useful discipline to force me to go back and look at my notes when I entered a stock. I first purchased CYA in September last year thinking that over the next year or two it was highly likely Wilson would gain control. Continue reading “WIDE RANGE OF RECENT SHARE PRICE PERFORMANCE IN THE WILSON STABLE”
Disappointed with the voting results but not entirely unexpected, I thought things may be close all along. When I say close, obviously I refer to the numbers adjusting for the prospect the courts would later on decide that the AIMS stake does not count towards the outcome. Continue reading “THE AIMS WIND-UP VOTE”
CYA – Still looks quite cheap at 90 cents when the ASX200 is around 5,550. Wilson put out their document and it looks like this will simply be a vehicle with a mix of the WAA and WAX strategies. Continue reading “CYA, NGE, REF, MVT, AIK, AGF, CEE:US, TTS, CLT, SVWPA, APW.”
Firstly, just in case anyone missed it (it is not particularly obvious browsing the company news headlines), there is a request to wind up APW. Fred Woollard from Samuel Terry Asset Management has instigated this, and the expectation is AIMS cannot vote. Continue reading “AIMS Property Securities Fund (APW)”