OxonianCambion’s Activity

Mon May 18

Sat May 16

Wed May 13

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 23:20

Re: Scottish Oriental Smaller / Aberdeen Asian Small

I'm a fan of the trust and have recently bought. Investing is a long-term game - hang on.

[more]

Sun May 3

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 14:43

Re: LMS - Time to BUY again...

I would add that even though a person might occasionally make the odd grumpy comment, that doesn't mean their other contributions are not sound!

I don't post that much as I don't often have anything interesting to say, but I do appreciate [more]

Sat May 2

Recommendation

OxonianCambion recommended SKYSHIP's post on the Investment Trusts & Unit Trusts board. 09:30

LMS - Time to BUY again...
NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 09:30

Re: LMS - Time to BUY again...

Seriously guys, what's with the patronising deliberate ignorance? It only takes 5 seconds to paste a ticker into Morningstar.

Skyship is doing good work adding interesting and original ideas and I enjoy reading his posts.

OC

Fri May 1

Tue Apr 21

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 13:24

Re: SQN Asset Finance Income - SQN

I quite like the look of it - it seems much more diverse than the one trick pony leasing ITs.

I looked into it a bit some time ago; the strategy seemed to have worked for them in the US for some time and it looked a decent niche holding. I [more]

Sat Apr 11

Thu Apr 9

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 15:52

Re: Infrastructure ITs?

You might consider the "Green" infrastructure ITs which are at less of a premium (though this appears to be changing). I don't hold any of either type so can't really comment as to how good they are.

JLEN - John Laing Environmental [more]

Tue Mar 17

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 21:50

Re: A Shares

If you don't care about voting, get the A shares as they are at a bigger discount and are more traded. I follow Hansa and the spread between the two can vary quite a lot. I suspect it would be sound to buy HANA when the HAN shares are at a big [more]

Mon Mar 9

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 12:07

Re: Aberdeen Asian Smaller Companies (AAS)

Ok,

I've made the trade. Last discount level according to Morningstar is 11.2%, a level last seen 5 years ago.

Expected holding period is a few decades, but nothing ever quite goes to plan... :-)

Thanks for your thoughts [more]

Sun Mar 8

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 18:55

Re: Aberdeen Asian Smaller Companies (AAS)

Heh, I hold TEM too. :-) I don't think there is an unusual buying opportunity in it mind, unlike some of the others. I drip into it when I want to get my EM exposure back to may (massively overweight) target but don't have a good reason to add to a [more]

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 15:52

Re: Aberdeen Asian Smaller Companies (AAS)

Thanks for all your thoughts.

Does anyone have any negative opinions? I'd hate for everyone to agree with me! ;-)

@shawsdale:
I think ITs are much more suited than OEICs for small-cap investing, particularly so for an EMs which [more]

Sat Mar 7

NL

Boards Post

OxonianCambion posted to the Investment Trusts & Unit Trusts board. 15:00

Aberdeen Asian Smaller Companies (AAS)

Hi everyone,

I've noticed AAS has fallen to a 10% discount. I can't see any obvious reason for this and think it might be a good time for me to dip my toe in. I like the idea of holding an Asian smaller companies fund for the very long term [more]

Mon Mar 2

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 17:26

Re: Woodford Patient Capital Trust

Might it be staggable?

Mon Feb 23

NL

Boards Post

OxonianCambion replied to the Investment Trusts & Unit Trusts board. 13:35

Re: Temple Bar I.T

I see it has dropped to a (rare in recent times) discount. Could this be a sensible time to start building up a holding?

Boards Stats & Trivia

Two stars, 250 posts
Board Posts 257
Recs Received 548
People who have rec'd these posts 291
Recs to Posts Ratio (last 30 days) N/A
Threads Started 5
Threads Started Percentage 1.95 %
Most Frequent Board Investment Strategies
Very First Post Irish Life Performance Bond (02/02/2012)
Percentage of Posts Rec'd 50.58 %
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