Here are some links I have found interesting to read over the last month or so. Continue reading “VALUE INVESTING READING LINKS FROM JANUARY”
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.”
I wrote a couple of months back about an activist LIC in GVF was a good opportunity at the time with the discount to NTA over 10% and I note with interest already today the discount has closed completely. I think investors like the fact it gives them non AUD exposure, this has assisted their numbers greatly since listing. They also probably appreciate it offers a different investing style, it can have some comparison with 2 other LICs mentioned below. Continue reading “ACTIVIST LIC’s”