Tag: Geoff Wilson

Guest Post – The ‘Melbourne Cup of LICs’: Our form guide and three favourites

This is a guest post that I thought would be of interest to my readers. It is in the spirit of Melbourne Cup Day, so I will be tempted soon in having my own punt on a LIC trifecta in the comments section at the end (feel free to do the same). 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”

LIC Investing – 10 factors to check before buying.

A checklist for buying ASX Listed Investment Companies (LICs) shares

A list of 10 factors to check as a guide when to buy, scroll down for further explanations on each.

Continue reading “LIC Investing – 10 factors to check before buying.”

Unusual Fees in LICs?

There are now well over 100 ASX LICs. I must have looked reasonably closely at the fee structures of more than half of the current crop and have noticed a couple with unusual structures. I would be interested in the view from others about these features, and also if other LICs follow a similar arrangement? Continue reading “Unusual Fees in LICs?”

What do retail investors want to hear from their fund manager?

This blog post topic came to mind after I read a post from another blogger. The post I refer to discusses whether fund managers are doing a good job communicating their ideas to attract retail investor demand. Continue reading “What do retail investors want to hear from their fund manager?”

TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.

Most investors probably have an inkling that active fund managers are not doing a stellar job when it comes to outperforming the S&P 500 of late. Sometimes a chart is worth a thousand words, and the above one ought to grab the attention of those with a penchant towards a mean reversion, contrarian and cyclical approach to their investing.

This post will predominately be for those that subscribe to the theory that active managers may be in store for some sort of return to favor over the next few years, and potential implications of this for some LICs.

Continue reading “TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.”

DANGER IN LICs?

I came across a couple of articles in the last week or so that reminded me we are indeed in buoyant times with regards to the appetite for new LICs, reminding me about the times just before about 2005. This eventually spelled trouble for many as they were hit with widening discounts to NTA after the GFC. Continue reading “DANGER IN LICs?”

COMMENTS ON CLT, APW, AIK, GDXJ:US, RMS

CELLNET (CLT)

I first made comment about CLT for the share idea website back in March this year.

https://shareidea.com.au/idea/20160311/clt-cellnet-group-ltd

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”

Time for Wilson & Century Australia to get together?

If I had to bet on a couple of corporate re structures to occur in the next year or two, they would be for WAA to merge or takeover another investment company to gain size, and CYA to be rolled into a re-branded entity to assist in the market fully valuing assets on hand and the tax losses on the balance sheet. Continue reading “Time for Wilson & Century Australia to get together?”

Happy 7th year birthday for the bull market.

Period 1st half March 2016, written March 11th

Asset Allocation

The stronger equity markets of late has not been the ideal scenario I was looking for. There is a reasonable chance the short trades I placed on the US indices will get stopped out. Whilst they exist at present my cash equivalents weight is marginally lower at 43%. Some small physical buy trades got filled which I will comment further on below. Continue reading “Happy 7th year birthday for the bull market.”