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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S01E41 – Cash Is A Fact
This week we talk about why our portfolio outperformed the index by 1300%, the wisdom of Peter Lynch, why Howard Marks wants to stay in the middle, and our stock analysis of the week is Universal Coal.
S01E40 – Tony Gives Up His Rights
Tony talks about rights issues and some of the complexities involved in knowing whether to take them up or not. I know, right? Sounds boring! It wasn’t actually, I learned a lot. We also discussed a few recent news articles about value investing, Tony reveals his wine of the week, and in our analysis section we breakdown the financials of Horizon Oil.
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