Tag: Service Stream Limited

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”