Tag: Service Stream Limited

2017 MEANS US SHARES OUTPERFORM EMERGING MARKETS, HIGHER BOND YIELDS, STRONG US DOLLAR, MORE VOLATILITY IN MARKETS. OR DOES IT?

It is funny how in early January we see so many articles in the media from pundits predicting how the various asset classes will perform over the next 12 months. For these couple of weeks in the year, suddenly it is critical that we form an exact 12 months view of various asset classes, with often precise end of year targets.

Continue reading “2017 MEANS US SHARES OUTPERFORM EMERGING MARKETS, HIGHER BOND YIELDS, STRONG US DOLLAR, MORE VOLATILITY IN MARKETS. OR DOES IT?”

REPORTING SEASON WRAP UP, BUT FIRST SOME FURTHER THOUGHTS ON INTERNATIONAL LICs.

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.”

DOGS OF THE PORTFOLIO AND A REVIEW OF FY 2017, RECOMMENDED RESEARCH SOURCES.

dog

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.”

INDIVIDUAL STOCK UPDATES

Stocks I will comment on below include KAR, VNL:LN, ILU, MAH, NAM, AIQ , TTS, AIK (code changed to COG ), SSM, UOS. Continue reading “INDIVIDUAL STOCK UPDATES”

FUND MANAGERS CONTANGO, NAOS & FORAGER. THE BATTLE FOR MACMAHON, PROFT REPORTING SEASON.

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.”

SSM, TTS, UOS & Currencies.

SSM – I took some profits on half my holding around 79 cents in the middle of the year after being in the stock since the previous year when it traded in the 20s. I didn’t have a strong view after those large gains whether the stock was particularly cheap or not. Continue reading “SSM, TTS, UOS & Currencies.”

REPORTING SEASON updates REF, UOS, SSM, PTB, MEL, APW, MVT, TOP.

REF – A 1 cent fully franked dividend was confirmed recently. Whilst I fully expected this sometimes I feel the stock is priced such that the market expects management to waste the cash on some ridiculous acquisition. So to see the dividend actually declared is still pleasing. Continue reading “REPORTING SEASON updates REF, UOS, SSM, PTB, MEL, APW, MVT, TOP.”

COMMENTS ON RECENT TRADES – AAC, MVT, CYB, HHV, GVF, EVN, KBC, AGF, SSM, WCB, RNY.

I have been posting about more general themes of investing styles of late so now I wanted to get up to date in terms of providing more detail about recent trades, or news on companies I own. Continue reading “COMMENTS ON RECENT TRADES – AAC, MVT, CYB, HHV, GVF, EVN, KBC, AGF, SSM, WCB, RNY.”

Various recent portfolio changes

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”