WAM 0.35% $1.44 wam capital limited

I agree Gator ... quality stock, quality management, quality...

  1. 3,411 Posts.
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    I agree Gator ... quality stock, quality management, quality board. But, I bought WMI instead recently. IMO, same quality stock, same quality management, same quality board, similar strong dividends (and a bigger profit/franking reserve) ... but trading at a discount to NTA!

    Wilson have made some great picks across their funds this month (VVA up >100%, CUP, KGN and CCX up ~50% and many others up 10-30%). Should be some good reading across all their funds when they report performance/NTA mid-month.

    GLTA across the Wilson family of LICs. Simon

    Note, incorrect position/sentiment on my last post - I sold out of WAM a while ago. Updated now.
 
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