Tag: Vinaland

INDIVIDUAL STOCK UPDATES

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”

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MORE LIC SUPPLY AND MARKET SENTIMENT COMMENTS, NEWS ON SOME HOLDINGS, FX UPDATE, DOMINOS PIZZA.

In my last blog update I shared my concerns about the number of new LICs that have come to the market of late. Not long after this I read another story to add to the supply picture.

Continue reading “MORE LIC SUPPLY AND MARKET SENTIMENT COMMENTS, NEWS ON SOME HOLDINGS, FX UPDATE, DOMINOS PIZZA.”

Holdings updates – AIK, KBC, AIQ, MEL, GVF,VNL:LN

AIK – They announced another rights issue which I am again more than happy to participate as it is for growth opportunities that they are paying cheap multiples for that offer plenty of synergies. Continue reading “Holdings updates – AIK, KBC, AIQ, MEL, GVF,VNL:LN”

Reporting season and equities find support

Period 2nd half February 2016, written March 2nd

Asset Allocation

Since the last report a fortnight ago the volatility has somewhat subsided, with equity markets slowly grinding higher. Pretty typical when markets climb. Continue reading “Reporting season and equities find support”