I agree with Snowball here, the discussion about LIC's maybe converting to a trust generally is referring to them becoming a LIT. Then it simply...
I would just say in some cases it is worthwhile to contemplate, but I haven't done this specifically very often. If a SPP is well "in the money"...
I just find it a little strange how I read many comments on one hand excited about no brokerage to pay on a SPP. Then also excited about...
Thanks for the link Nodrog. Dominic McCormick always seems to nail it with his articles on LICs. Interesting how he pointed out the way some of...
I agree Dave that it is better to not count the premium widening which flatters the manager. I have a different take on risk. I would feel my...
My feeling is that more people are not taking advantage of spending more time in South East Asia because they don't fully appreciate how cheap the...
A lot of work went into the presentation given how close their returns have been to the industrials index over the last 5 years. Would it have...
I think the naked investor might actually exist. I much prefer the Bare Ar*e investors though! I think the domain name is available. Go for it...
Hi @Snowball, I think Observer just covered the first question. The second question I must say firstly I don't know the arrangement well with AUI...
Yes in theory if the markets were efficient this should be priced in as this potential event has been known for a long time, but markets can do...
I like to embrace part of this Peter Thornhill thinking myself and try to maintain a healthy degree of focus on the dividend stream my portfolio...
Re BEL do some googling about the chairman there. Be very careful contemplating any investing here. Flows on to some old ongoing battles with...
I began having more of a stronger bias to investing in LICs in 2010. I thought I had a good feel for them then but the last few years has been an...
Great suggestion. Dennis denuto may not be great with the technical speak or buzz words, or the photocopier machine, but gets the job done.
ha ha, sorry to warn that any future blog post on this subject could disappoint though. I might make it more general in nature rather than NAOS...
Wow I missed that particular page when looking at some of their reports. Good pick up. I agree it is not the way performance should be calculated....
Oh I see you are already on the case as I wrote my last post, good work. Just to clarify I don't think NAOS as far as I know are assuming selling...
Thanks @dunno that makes plenty of sense to me. I think that is the fairest way of doing it. I am not actually sure how NAOS or most other...
I admit I don't really have all the facts yet. So I am not trying to make something into a good story, some often say I'm too negative with these...
Yes at least most investors that have given NCC a few years from the early days should be happy with the performance. I just find if frustrating...
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