Did you see that OM Holdings went up 22% this morning ? Pity WIC only has a 4% holding ! @TheCapatilist, pity that Mary left EAI…don’t know what the circumstances are….. Very surprised about the size of RF1 divvy, but yes, more than happy with LSF. Buzz, got nervous the other day when WIC was having a bad week and sold just shy of 15000 at $1.14. Thought about it the day after or the next and thought “I can’t afford to be out of this stock” and bought back in at $1.12. I think their sector picks are fairly astute… I enquired some time ago if they held SFR (Sandfire Resources/Copper) in their PF and got no reply, so I enquired again and got the answer, no. Pity, it would have been a good one to have. WIC portfolio very choppy atm, and NTA down but overall a good portfolio and, as you say, a good dividend. Pity that OZG is such a small stock and so thinly traded - div smaller too. They have some interesting stocks in their PF.
WIC Price at posting:
$1.15 Sentiment: Hold Disclosure: Held