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?”
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.”
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”
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.”
UOS – The share price suddenly looks interesting after I have slowly accumulated this on a number of different occasions from a bit over a year ago now. I estimate on average buying mostly at 48-49 and have received decent dividends yet until recently (traded 60 cents late yesterday) it has been a reasonably boring ride. Having said that I have been pleased reading about the operational performance of the company in that time. Continue reading “BRIEF UPDATES ON UOS, AGS & NAM.”
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.”
Before I write much on the markets again, I thought I’d add something different so I don’t get bored of this blogging stuff too quickly. So firstly a warning I will stray off topic for a little bit.
I would have spent about a third of the year in Vietnam this year and am currently writing this from Dalat. Continue reading “High profile sectors are surely where I can make a killing in the stock market right?”