I've taken a passing interest in these guys for a while but have just started taking a more serious look at them as the overall market has risen and value has become harder to find. An 18 percent NTA discount is certainly very wide and the dividend is looking pretty solid considering they seem very confident in continuing to lift it.Alex Wailitiz is also very highly rated although that is probably reflected in the management fees. Do we have any long term holders on here who could give me a bit of perspective on what's been holding TOP back in recent times? It it the concentration and eclectic nature of the portfolio?
TOP Price at posting:
55.5¢ Sentiment: Hold Disclosure: Not Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)