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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S03E33 – LIVE FROM BRISBANE

On this show we drink scotch and answer questions about sentiment, bad news, CCP’s Operating Cash Flow, the sell price for TRS and investing in borderline star stocks.

S03E32 – DUMP & FLUSH

We chat about a couple of recent articles (see below) and then talk about Tony’s recent alerts involving LYL and KCN. Next we run AMI through the QAV Checklist and answer some questions about why the “buy list” is so large and whether or not we should/could shorten it using Stock Doctor filters.

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