CVF 0.00% 2.1¢ contrarian value fund limited

I feel you, RFF should be okay I think most likely but I think...

  1. 377 Posts.
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    I feel you, RFF should be okay I think most likely but I think it was worth entering at the sub 1.50s level when it first dropped. Probably still good value, but I'm betting that franking credits refunds will stick around, so I wouldn't dip into it at today's level.

    I think PL8 was decent value if bought at their entitlement offer, but still at a premium to NTA so was a bit hesitant and didn't buy in.

    CVF is targetting at least 5.5c per year, so definitely not fixed. Last year they had $0.07 and the year before $0.085, so I am hoping to see a modest lift in 2020.
 
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