KFL - discount to diluted NAV

**777** · 16-11-2023, 02:54 PM

Short term KFL

Long term all of them

**alokdhir** · 16-11-2023, 03:02 PM

Originally Posted by 777

Short term KFL

Long term all of them

I fully agree ...One can make very well diversified Global portfolio using just these 3 funds .

Also once the overhang of supply from a well stocked holder finishes ...KFL shud trade at its normal discount of 1-2% .

For LT holders or income earners its NAV which matters not spot price ...which surely is doing well and have great prospects of appreciation in coming months

**winner69** · 17-11-2023, 11:09 AM

Another dismal monthly report ...... lets blame Mainfreight time this time

Wonder what that guy Matt Peek gets paid ..... probably heaps more for what he deserves

Nice he visited some retirement villages to get a feel for how the sector is going

**777** · 17-11-2023, 11:21 AM

Originally Posted by winner69

Another dismal monthly report ...... lets blame Mainfreight time this time

Wonder what that guy Matt Peek gets paid ..... probably heaps more for what he deserves

Nice he visited some retirement villages to get a feel for how the sector is going

Are there any stocks on the NZX that you don't complain about?

**bull....** · 17-11-2023, 11:24 AM

Originally Posted by winner69

Another dismal monthly report ...... lets blame Mainfreight time this time

Wonder what that guy Matt Peek gets paid ..... probably heaps more for what he deserves

Nice he visited some retirement villages to get a feel for how the sector is going

your right winner .... dismal performance last 3 yrs total return to people

**Sideshow Bob** · 17-11-2023, 11:27 AM

It is a bit rearview mirror stuff in terms of performance.....

Coming out halfway through the following month is a bit late IMO - surely it can come out earlier??

NZX50 up 3.9% from the end of October, and Mainfreight currently up 12.1%.