Overseas childhood, Mod Langs Uni, 25+ years M East banking, now shuttling between UK, US and Spain, trying to earn a more or less honest crust investing.
Mainly UK shares, predominantly oilies + 'special situations'.
Hi deucetoace and jonesjeff, Re Ukraine, it seems to me there are a couple of factors behind the Russian position : firstly, their historic need for buffer states to provide defence in depth/time to regroup where their 'border' areas lack natural hindrances eg mountain ranges and, more recently, the 'quid pro quo' at the time of the de-nuclearisation of parts of the FSU (including the…
Hi Blissgull,Despite the killings, people tell me that The Philippines is now safer than it has ever been. People are no longer afraid to walk on the streets of Manila. Corruption has been at least partly reduced, and literally hundreds of thousands of drug users have surrendered and taken up treatment programmes. The prisons are now so full that inmates have to take it in…
Hi all, AIUI, payout is by way of tender offer = capital gain , rather than income taxable dividend because it suits the Morstedt family tax position. This may contribute to CLI being somewhat 'below the radar' to investors, since it doesn't meet the conventional 'income generating' criterion. ATB
Hi VegPatch, I'm with you ! What's not to like ? 'Family-controlled', conservative, good FX/geographic spread, good-quality tenants etc etc. ATB
Hi dmjram, Maybe your criticism re 'big corporate retail backgrounds' is validated - and compensated - by their bringing back the former CEO Crawshaw...? ATB