The drum on tin, small cap LICs, ETFs and managed funds

Gauging the outlook for tine, and listed funds for SMSF portfolios.

The drum on tin

Having read the article about investing in base metal producers, what are the prospects for tin producers?

John Morris

Tim Treadgold’s response: Thanks for your letter. You can find my favourable outlook for tin here, while Robert Gottliebsen focused on tin producers in his piece Getting in on tin.

Tin is betwixt and between. It is an important metal but not as widely used (or produced in the same volumes) as the leading industrial metals, such as copper, nickel, and zinc. In some regards, tin is a minor metal, but one with important uses – like its close associate tungsten. Because of its relatively small market it is a tricky commodity for producers and investors, and can be subject to extreme price swings; like the rare earth family of elements.

Small cap LICs, ETFs and managed funds

I was wondering if you could elaborate further on small cap investing to include small cap listed investment companies, exchange-traded funds and managed funds as these type of products would be more appropriate for SMSF portfolios.

Brendon Lau also wrote an article, “Consumer stock sell-off a buying opportunity”, but he does not mention what stocks (consumer discretionary) specifically are the good buying opportunities.

Scott Ingram

Brendon Lau’s response: Thanks for your valuable feedback. I do not cover LICs, managed funds or ETFs, but if you searched Eureka Report, you will find some articles from more knowledgeable experts, such as this week’s Boarding the ETFs boom and LICs rise again.

Writing about consumer stocks in detail sounds like a good idea. I’ll see if there is an opportunity to do that in the coming weeks.

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