@thecapitalist. not a rec, but just advising of an undervalued...

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peejay2

5,558 Posts.

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17/04/21

08:47

Post #: 52533913
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Originally posted by TheCapatilist: ↑

@peejay2 ,

I appreciate you taking the time to reply. I know
that you are familiar with EAI and in particular
Mary. Your summing up of Mary’s investment style
and thesis is exactly the information I was chasing
and it matches my criteria for fund managers.
I will spend sometime over the weekend listening
to Mary speak and have a good, in depth look at
EAI. I am particularly interested in the Asian region
and I am a bit light on in this area at the moment,
after selling down some holdings that got a bit
expensive. I firmly believe that Asia will be the
driver of growth in the world’s economy for the
next couple of decades.
I appreciate your other commentary as well, but
I am very much a buyer of undervalued LICs
almost exclusively these days .

Once again thanks for making the effort to reply,
I read quite a few of your posts and I value your
opinion , as I think you make some very sensible .
well thought out observations. I know that we have
a few holdings in common too.
I will do some more research and let you know if I
join the EAI stable.

Cheers, Cap.

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@thecapitalist. not a rec, but just advising of an undervalued LIC, GC1. Glennon Small Companies.
I reckon about 30% discount but be warned it tends to be fairly thinly traded. Has some good stocks which I have on a watch list, but atm I am disappointed with the relative non movement of the SP despite the discount. Check out their last monthly report only just released. Cheers PJ
I also bought RF1 Regal, not all that long ago and have been more than happy with the return... surprisingly so, but of course the faster they can go up, the faster they can go down.

EAI Price at posting: $1.17 Sentiment: Hold Disclosure: Held
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@thecapitalist. not a rec, but just advising of an undervalued...

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