Shares & Derivatives
Portfolio Update – Betting Big on ARA Asset Management
By StockBrokerPlaysPoker  •  March 2, 2016
On 1st March, I fully divested STE and had used the proceeds to increase my position in ARA, as such ARA now makes up 25% or one quarter of my portfolio! ARA just reminds me strongly about my previous success with Challenger Technologies, I see many positive similarities in them and I do hope that things would go as well. Like Challenger.... ARA is a business that is very easy to understand. Basically its manages REITS and Private Real Estate funds on behalf of investors and gets paid in management and performance fees. As such ARA's has a lot of recurring income and their cash flow is very predictable. Both companies also have little to no debt and is overall in Net Cash position, this gives me a huge peace of mind. Over the last 12 months ARA's stock price has declined over 30%, mainly due to the investors selling ......
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By StockBrokerPlaysPoker
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