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Also just curious, do you think we (in AUS) are still in a secular bear market, or do you think we are at or approaching the start of a new secular bull market? And do you think we are currently in a cyclical bull market that may turn bearish?

Thanks, I see your logic. What about broader trends in the All Ords index or All Ords Accumulation index? Does this factor into your decision making?

Hi IV, When you say the trend is no longer being your friend, over what time period are you assessing this trend, eg. 1 week, 1 month, 3 months, 6 months, etc... ? Thanks.

Yes that's a good point, better to stick to NTA's, thanks.

Sure compared to the index or STW they are definitely much more stable, so that's a good thing. Also for interest, since 2000, AFI's DPS has not decreased. ARG's decreased in 2009 and 2010. MLT's decreased in 2002, 2005, 2009 and 2011. WHF's decreased in 2011.

Well EPS growth is marginally better. For the 9 years from 2004 to 2013: AFI's EPS went from 14.3c to 23.5c - growing at a rate of 5.67% pa. ARG's EPS went from 18.5c to 27.7c - growing at a rate of 4.59% pa. MLT's EPS went from 11.7c to 17.8c - growing at a rate of 4.77% pa. WHF's EPS went...

I like LICs, and I prefer them over ETFs, but dividend growth has been very poor in recent years. Looking at some old school, low-cost LICs: AFI's DPS was 12c in 2000 and today it is 22c. ARG's DPS was 16c in 2000 and today it is 26c. MLT's DPS was 63c in 2000 and today it is 84c. WHF's DPS...