PIE-EATER
27 Aug 2015
Re: Took advantage Ah well, just wait for the divid to accumulate and wait for the next "panic"....guessing that things might calm down a little bit for the next 8 weeks or so, expect more interesting times at some point in October, usually are.PE
texasslim
27 Aug 2015
Re: Took advantage Yes..it was around 399p on Aug 21 but that was before the fun and games.
trivaskus
27 Aug 2015
Re: Took advantage It will be interesting to hear what the next NAV is. The last figure indicated a drop of around 1% whereas the SP dropped 10% +
texasslim
27 Aug 2015
Re: Took advantage I actually sold half of my holding in AIF (@392) and bought JMF (@885) so a bit a reshuffle. Been an interesting week and suspect we're in for a few ups and downs before it finds a bottom.
trivaskus
27 Aug 2015
Re: Took advantage Well done PIE-EATER, I took advantage with the proceeds from selling 5K at 380p 2wks ago and bought them back at 350p this week
PIE-EATER
27 Aug 2015
Took advantage Hope others managed to take advantage of recent dip. Predicted earlier this year it may revisit 330 - 340p and so took advantage with small amount of funds built up from divis in wife's SIPP at 340p.GLAPE
texasslim
01 Aug 2015
Re: up So now back up to 380 as per my rash prediction Discount has closed but NAV still rising. I don't see why it shouldn't continue to rise from here, possibly at a more steady pace becausepredicted interest rate rises will create a head wind. When to take profits will be a difficult call.
PIE-EATER
24 Jul 2015
Re: Better options? Been on this board for Eons (guessing 2001).......will need to see exactly when I topped up, got a sneaking suspicion that it was October off the top of my head...would need to check. Could even not have been on my account but perhaps one of the JISAs, the SIPPs or Mrs PEs stuff.....turning into a full time job this....might need to give up work!PESee....told you it wasn't 20% !!! Miles away....
trivaskus
24 Jul 2015
Re: Better options? Hi PIE EATER you were on this discussion board when I purchased 2000 AIF shares a 287p (18% discount to NAV) did you miss this buying opportunity?
texasslim
23 Jul 2015
Re: Better options? Wasn't that Keynes who said that the market can stay irrational for longer than you can stay solvent? Very wise words. Trade what you see not what you think should be happening.
PIE-EATER
23 Jul 2015
Re: Better options? yip got SMT.....but to a certain extent that was a bit lucky.........It was already a sizeable % of the family holdings and I very nearly sold out before its stellar run over the last few years........can't remember who said it (given the early start this morning, subsequent bike ride and imminent beer) but the market can remain irrational longer than the individual investorPEPE
trivaskus
23 Jul 2015
Re: Back on Track I bought some in Feb for 287p this was at a discount to NAV of around 18%.Re risky shares - I regard PHP and STB both in the top 10 holdings to be safer than AIF itself, sold STB but still hold PHP
texasslim
23 Jul 2015
Re: Better options? PE,Seems we hold similar ITs (you must have SMT as well . I've held JEO a couple of times before and will probably take the plunge again. Thanks for the info.tex
texasslim
23 Jul 2015
Re: Better options? allioua,I choose the sector first then look at the IT which has a good record over 1, 3 and 5 years and, if possible, has a decent yield (bogus in the case of EAT but hey ho) and is at a decent discount.EAT met the criteria and has done well for me since I bought it in 2013.tex
PIE-EATER
23 Jul 2015
Re: Better options? EAT can be a bit volatile but delivers decent returns (including divis out of capital). If you believe in the longer term story for euro small caps and the manager, it is definitely one to look at.
