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Recent DIY Super Questions

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Isentia (ISD) and Estia (EHE)

For my SMSF I bought Estia and Isentia some time ago and I am making a 45% loss on each.

Should I be patient? Or should I take advantage of the recent pull-back and buy something else with the now slim proceeds?

 


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Implications for Super Fund Exceeding the $1.6m Threshold

We are in a income stream phase with an industry fund at the moment, and are still in doubt about the implications of our super fund eventually exceeding the $1.6 million threshold.

We believe that our fund must not exceed the threshold by D-Day, but will be OK to grow passed the threshold after that date.

Are we right? Like most retirees, we are in the dark about the ramifications of the changes as they approach and would appreciate a lay answer.


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Vocus Communication

What is your opinion on Vocus Communication?

I was a long time shareholder of M2 communications, which recently merged with Vocus. I watched the share price get hammered and not sure if it’s a structural issue with the company (massive debt and reduced margins), or whether it’s short term intergestion from the mergers.

I hate to sell companies that have had a massive fall, but don’t want to hang onto it if it’s no longer the top quality company I originally bought. It currently makes up 7.5% of my portfolio, down from around 16%.

Your thoughts are appreciated.


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Woolworths – Hold or Sell?

In today’s report (Buy, Sell, Hold – what the brokers say – Rudi Filapek-Vandyck, 08/05/17), Macquarie has downgraded Woolworths from neutral to sell.

What’s your view please? I hold a large portion of my portfolio 2341 shares / 21% with cost base price of $2.45.

Should I sell some or do the dividends make it a good hold?


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