ARG is good. The smart folk at ARG invest in MLT, so I reckon MLT must be good too. I hold an equal value of shares in both.
MLT is more biased towards financials than ARG, but I do not see that as a long-term problem in respect to SP, and in the short-term the financials pay a good dividend. Also, the bias is not huge, so the investments of both ARG and MLT are fairly similar in style.
I posted a rather long set of comments in respect to ARG this evevening, and much the same could have been written in respect to MLT.
MLT Price at posting:
$3.78 Sentiment: Buy Disclosure: Held