Member Info for Wexboy

Universe Group, and its Jewel in the Crown: http://wexboy.wordpress.com/2012/07/21/a-universe-of-stocks/

Uhoh, I tell a lie! Avangardco (AVGR:LN) doesn't actually have the cheapest P/E in my portfolio... That honour should go to Argo Group (ARGO:LN) - if you check on an ex-Cash basis - a bloody NEGATIVE P/E of 7.7! http://wexboy.wordpress.com/2012/07/03/hitting-the-century-iii/

Avangardco (AVGR:LN) - lowest P/E stock in my portfolio - a P/E of 3.3! http://wexboy.wordpress.com/2012/07/03/hitting-the-century-iii/

EIIB, my largest portfolio holding at 8.3%: http://wexboy.wordpress.com/2012/07/03/hitting-the-century-iii/

A major sale can be another catalyst: http://wexboy.wordpress.com/2012/06/18/how-about-another-catalyst-part-viii/ Let's illustrate with a look at some (current/historical) examples, including Sirius Real Estate: http://wexboy.wordpress.com/2012/06/29/how-about-another-catalyst-part-ix/

A major sale can be another catalyst: http://wexboy.wordpress.com/2012/06/18/how-about-another-catalyst-part-viii/ Let's illustrate with a look at some (current/historical) examples, including FBD Holdings: http://wexboy.wordpress.com/2012/06/29/how-about-another-catalyst-part-ix/

A major sale can be another catalyst: http://wexboy.wordpress.com/2012/06/18/how-about-another-catalyst-part-viii/ Let's illustrate with a look at some (current/historical) examples, including Prosperity Minerals: http://wexboy.wordpress.com/2012/06/29/how-about-another-catalyst-part-ix/

A major sale can be another catalyst: http://wexboy.wordpress.com/2012/06/18/how-about-another-catalyst-part-viii/ Let's illustrate with a look at some (current/historical) examples, including Ovoca Gold: http://wexboy.wordpress.com/2012/06/29/how-about-another-catalyst-part-ix/

Hey folks, Please take a look at my latest writeup on (alternative) asset managers, including another look at Polar, here: http://wexboy.wordpress.com/2012/05/23/asset-managers-cash-hogs-whats-hot-whats-not/ Cheers, Wexboy

Hey folks, Taking a closer look at Argo Group vs. other emerging markets/alternative asset managers in my latest writeup here: http://wexboy.wordpress.com/2012/05/23/asset-managers-cash-hogs-whats-hot-whats-not/ Cheers, Wexboy

Hey folks, Please take a look at my latest writeup on (alternative) asset managers, including another look at Charlemagne, here: http://wexboy.wordpress.com/2012/05/23/asset-managers-cash-hogs-whats-hot-whats-not/ Cheers, Wexboy

Hey folks, Please take a look at my latest writeup on (alternative) asset managers, including another look at Ashmore, here: http://wexboy.wordpress.com/2012/05/23/asset-managers-cash-hogs-whats-hot-whats-not/ Cheers, Wexboy

Thanks, oogleflugal, Took another look at 3i, but still reached the same conclusion. Plse see my latest writeup here though, with further commentary on (alternative) asset managers: http://wexboy.wordpress.com/2012/05/23/asset-managers-cash-hogs-whats-hot-whats-not/ As a PE investment trust, I'm not convinced I'd be buying 3i right now - I see other more interesting stocks/funds to buy, many on similarly attractive discounts. Generally, I'm slow to buy anything between May & September - maybe after we have a Grexit, that will be time to gulp & buy... Cheers, Wexboy

Hi folks, Read my latest writeup on (alternative) asset managers, including Record plc, here: http://wexboy.wordpress.com/2012/05/23/asset-managers-cash-hogs-whats-hot-whats-not/ Cheers, Wexboy

See how 3i stacks up vs. other alternative asset managers, and in terms of absolute value: http://wexboy.wordpress.com/2012/05/14/asset-managers-a-first-look-at-the-alternatives/ Cheers, Wexboy

So, Argo's now on an ex-cash (2.6)% (yes, negative!!) of AUM - see how that stacks up vs. other alternative asset managers, and in terms of absolute value: http://wexboy.wordpress.com/2012/05/14/asset-managers-a-first-look-at-the-alternatives/ Cheers, Wexboy

Charlemagne's now on an ex-cash 0.7% of AUM - see how that stacks up vs. other alternative asset managers, and in terms of absolute value: http://wexboy.wordpress.com/2012/05/14/asset-managers-a-first-look-at-the-alternatives/ Cheers, Wexboy

Polar's on an ex-cash 3.8% of AUM - see how that stacks up vs. other alternative asset managers, and in terms of absolute value: http://wexboy.wordpress.com/2012/05/14/asset-managers-a-first-look-at-the-alternatives/ Cheers, Wexboy

Ashmore's on an ex-cash 5.0% of AUM - see how that stacks up vs. other alternative asset managers, and in terms of absolute value: http://wexboy.wordpress.com/2012/05/14/asset-managers-a-first-look-at-the-alternatives/ Cheers, Wexboy

Fresh look at Argo Group (ARGO:LN), AUM, Flub Med, Div Yield, Margin of Safety, Ex-Cash Ratios, % of AUM Val: http://wexboy.wordpress.com/2012/05/01/sailing-on-the-good-ship-argo/ Cheers, Wexboy