Some strategies / aspects of investing that may feature more often here are deep value, activism, ASX LICs, special situation, FIRE, dividends, & global asset allocation. Continue reading “VALUE INVESTING READING LINKS FROM THE LAST FEW MONTHS”
I am not sure where I first read of someone describing a buyback of the “Claytons” variety, but ASX Listed Investment Companies are relevant to this topic. Perhaps I first read about Claytons buybacks here. Since then though it is always in my mind when I look at certain companies release their buyback announcements, especially LICs. Continue reading “ASX LICs and Claytons Buybacks”
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?”
Just a blog update on a couple of things I read over the weekend that I found interesting, and some notes on some trades over the profit reporting season. Continue reading “FUND MANAGERS CONTANGO, NAOS & FORAGER. THE BATTLE FOR MACMAHON, PROFT REPORTING SEASON.”
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.
I nearly always enter an investment assuming I may be holding that company in terms of years not months, but with some selling I have done of late it hasn’t turned out that way. A month or two ago I pointed out the difference in performance of the leading companies on the ASX versus the small ordinaries over the last year or so. Continue reading “TAKING PROFITS IN SOME SMALLER LICs”
AGS – Pleased to see the capital return be announced that I was forecasting. I wrote about AGS not long ago here.
As I write I am a little surprised the stock is not higher, they opened at 4.7 cents but it seems a seller is happy to exit. I suppose it gives a chance for someone who hasn’t looked at it to get some perhaps at 4.4 cents, or potentially top up existing holdings. Continue reading “COMMENTS ON AGS,AIQ, MEL & NCC.”
I recently noticed that I hadn’t mentioned NCC here, probably as the holding was very small for me and the stock was just quietly doing a good job including some sizeable franked dividends on the way. I bought a year or two ago when the discount was probably a lot larger but didn’t get set with that much. Continue reading “NCC – A LIC with high concentration bets”