Robusta fundamental, leveraged investments

• 29 July 2015

• #1,001

R

robusta

Joined

25 October 2009

Posts

1,557

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Investment Increased

NVT - Navitas

Bought 369 @ $3.98 = $1488.57

Good long term growth prospects, nice dividend yield now.

 

• 9 August 2015

• #1,002

R

robusta

Joined

25 October 2009

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Investment Increased

Got busy and forgot to update this one.

CAM - 22 shares @ $0.894078 DRP 23/7/15

 

• 19 August 2015

• #1,003

R

robusta

Joined

25 October 2009

Posts

1,557

Reactions

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Investment Increased

ICQ - Icar Asia

91 @ $0.65 = $59.15
SPP about a week ago

New Investment

SEK - Seek Limited

Bought 120 @ $12.55 = $1525.95 19/08/15

Held off this one for a long time thinking Linkedin will cut their grass. Having a fresh look at it lately they seem to have the network effect going for them, are happy to invest for long term growth and IMO the Asian business alone could be worth the current market cap within 5 years.

 

• 24 August 2015

• #1,004

R

robusta

Joined

25 October 2009

Posts

1,557

Reactions

1

New Investment
PAF - PM Capital Asia Opportunities

1338@ $0.92= $1250.91

New Investment
HHV - Hunter Hall Global Value

1346 @$1.115= $1520.74

Both of the above are LIC's, decent capital allocators and at a nice discount to NTA
They also have cash to deploy at times like this.
Now I'm fully invested again. Bring on the divedends