Tag: Seven Group Holdings Limited

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.”

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CYA, NGE, REF, MVT, AIK, AGF, CEE:US, TTS, CLT, SVWPA, APW.

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.”

How have the stocks mentioned here fared this year? (Update Feb 12th, 2018, some remaining holds further down) & SVWPA sold on August 23rd.

I just placed this blog post via editing an older update. I didn’t necessarily want this going out to subscribers as an email as I don’t want to imply I am getting certain precise investment returns (some will see these as poor, others good).

For example they are only a portion of my ideas, this assumes equal weightings, what new position replaces a previous one? I may have made errors, the list goes on! I figure it’s better than nothing though and without some type of reflecting back on performance, the blog can become dull.

The purpose is to make sure I follow up any stocks I mentioned I was holding. There are enough investors out there on the internet only talking about the winners and forgetting about the losers. Hopefully this section prevents that.

Continue reading “How have the stocks mentioned here fared this year? (Update Feb 12th, 2018, some remaining holds further down) & SVWPA sold on August 23rd.”