Season 1, Episode 38
The Negroni Method
In this week’s jam packed episode, we answer the following questions from new subscriber Tess in Melbourne:
1. During reporting season, how do you decide which companies to put through the checklist given there are 2000 or so listed companies on the ASX?
2. The AFR new 52 week high tables have not been available since July, is there any other place I can source this info or can you recommend an alternative strategy for picking stocks to analyse?
3. I would like to be able to perform my own financial strength analysis as I do not have stock doctor. Cameron went over this briefly in one of your earlier episodes but there are some gaps in my knowledge.
We also talk about the Sohn Hearts and Minds conference that’s happening this week as well as the Wilson Asset Management Shareholder Presentations that are happening at the moment.
Tony also reveals his current favourite drink and talks a little about what he’s reading at the moment.
In our club episode, we analyse CSG Limited (CSV).
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Related
S02E02 – The Property Equation
Tony answers some questions from listener Jamie in Perth about balance between property and shares. He also talks about a couple of investing books he’s been reading, and in our Club edition we analyse BSL – Bluescope Steel.
S02E01 – Time In The Market
Season Two of our investing podcast!! We look at our portfolio’s month end report and how it compared to the All Ords Total Return index and answer questions from Club Member Mike L about the accuracy of future predictions. Then we talk about commodities trend lines as a source of comfort when investing in coal, and our analysis this week is GRR.
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