Tag: wam asx

PAYING $1 FOR 50 CENTS WORTH OF ASSETS?

The objective you hear from many value investors is to buy $1 of assets for 50 cents. The headline I used here is the opposite, what we should be avoiding.

Trading in a couple of wind-up situations I have observed this year has left me scratching my head. It has looked to me like investors paying around $1 for 50 cents of cash!

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SHOULD ASX LICs / COMPANIES WIND UP AND DO THEY HAVE THE RIGHT “SKIN IN THE GAME”?

Should Australian Leaders Fund Limited (ASX:ALF), Contango Income Generator Ltd (ASX:CIE) & Thorn Group Ltd (ASX:TGA) wind up most of their operations and return cash to shareholders?

For full disclosure I own shares in (ASX:ALF) and (ASX:TGA) at the time of writing. I do NOT own shares in (ASX:CIE).

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VALUE INVESTING READING LINKS FROM FEBRUARY

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 FEBRUARY”

VALUE INVESTING READING LINKS FROM JANUARY

Some strategies / aspects of investing that may feature more often here are deep value, activism, ASX LICs, special situation, FIRE (financial independence retire early Australia), dividends, & global asset allocation. Continue reading “VALUE INVESTING READING LINKS FROM JANUARY”

LIC Investing – 10 factors to check before buying.

A checklist for buying ASX Listed Investment Companies (LICs) shares

A list of 10 factors to check as a guide when to buy, scroll down for further explanations on each.

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How to invest efficiently for tax in Australia.

How to invest for a living

Before you go “all-in” on a portfolio full of the highest franked dividend payers on the ASX, read below to consider being diversified from a political and taxation standpoint. Likewise be wary of going “all-in” to other investments based solely on current taxation incentives in place.

When I come across articles about how Australian investors need more diversification it often does not refer to potentially changing tax laws. There is a bit of overlap with these themes but there are different issues to consider.

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AVOID THIS ASX LIC IPO!

How to buy ASX Listed Investment Companies (LICs)

Or not to buy?

Don’t fall for the hype of conflicted advice on ASX LICs IPOs and get hit with commissions

Warning fictional post about an IPO of an ASX Listed Investment Company (LIC). There is so much cheap money around I fear that if I don’t include such a warning, some will think this is real and want me to send them the prospectus! Continue reading “AVOID THIS ASX LIC IPO!”