Season 1, Episode 10
Today we discuss the collapse of Apollo Tourism’s share price; the recent Berkshire Hathaway Annual General Meeting and Tony relates the time he attended the Berkshire AGM a few years ago; the trouble with bank shares at the moment; and then we analyse this week’s stock, Mitchell Services (MSV).
Mitchell Services Limited (ASX: MSV) is a leading provider of drilling services to the global exploration, mining and energy industries. These services extend across three key drilling divisions: exploration, mine services and underground.
|Company Website ABOUT page|
|2018 Annual Report|
|2019 Half Report|
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On this episode we talk about why we are not trying to compete with APT investors; Tony’s recent stock buys and analysis; how he uses his “watch list” and why we’ve changed its name to the “buy list”; we we’re still manually calculating the price-to-cash ratio instead of using Stock Doctor’s figure; improved wording on how to draw a three point trend SELL line; and why sometimes a stock with great numbers might have a falling knife.
Tony’s stock broker of 25+ years, Alex Hay, a partner at broking firm EL&C Baillieu, joins us again today to talk about the different kinds of buy & sell orders and how to use them. Outside of that, Tony and I also talk about our dummy portfolio, which made it back into the black, and some excel formula errors we’ve picked up recently in the checklist.