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”
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.
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”
Period 2nd half February 2016, written March 2nd
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”