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Yes I do but not for any trend purposes in itself. As a general rule, when markets are going up, then there is increased interest in the individual participants in the market. This means that more people are running the ruler over every participant. This means that if 'something is...

The last few years have been a value investors dream. Its been like shooting fish in a barrel. Each year since 2009 has seen large returns. This year it was up 107% for the calendar year to October. In November I have generated a loss, so time to be more careful.

one month or less. Basically where (a) shares are trading above IV (b) I already hold a position in that stock purchased when the price was below IV (c) the trend of the share is still comfortably upwards Then I hold the position. If Mr Market keeps wanting to pay a higher price, then...

I never buy speculative, always must have some form of IV logic to it, otherwise I just get swept around with the changes in investor psychology trading.

I'm still in slow sell off mode. Got nicely whopped for November with a final month end loss of 6% for the month. Time to be more conservative and increase those sell downs, the trend is no longer being my friend (and IV is still below lowered market prices) Intrinsic Values Modified...

Yes that's one good way of looking at them. Been some good long term studies on the variance of fund NTA to listed price and the future subsequent returns of the listed fund. And for those that are time poor, but really understand the basic (as per above post), there was a time not so long...

cant look at ROE's for LICS, by definition their ROE wont reflect the ROE of the underlying companies unless they have purchased at BV

They will approximate the underlying trend of the market. But the 'trend' has not been a happy place for most during the last 10 odd years. So again understand the underlying nature of the market

which one? If your reply is in answer to the geared fund, then its quite easy to answer this: its because the underlying market during this phase is not a secular bull market. If you are talking about one of the other funds, then without doing research, my hypothesis, would be because of...

neither, you don't understand by being invested 'blindley' in either retail funds or ETF's. If you are time poor then index funds, but even then you really should gain a basic understanding, and I mean a real basic understanding. There was a thread that has popped up recently about Peter...

Totally agree, but its a bit like University. This book is for year 3 Uni students, first you need the real basics. I would suggest stockmarkets for dummies or something like that (not saying anyone is a dummy). One can really only truly appreciate some of the more advanced thinking once...