Copper is a buy but C6C is being sold; Buffett on Bankers; Pulled Pork MIN; Josephine timing; multiple positions and Rule 1; do uptrends continue; LAU new securities issues; investing during foreign conflicts.
Our guest on this pre-recorded short episode is Simon Shepherd from The Investment Newsletter Group. They conduct detailed stock by stock, newsletter by newsletter tracking of many of the top buy recommendations from Australian investing newsletter — a worthy service. Find out more at: https://www.tinglive.com.au
A short show today as TK is in totally Viva La Vegas and we didn’t have many questions. Portfolio & commodity updates; ALO acquisition; ETF update; pulled pork on RMS; and insights into URW.
Today our guest is Co-Founder and Managing Director of the company that produces Stock Doctor — Tim Lincoln. Tim co-founded the company in 1991 with his father Dr. Merv Lincoln and Stock Doctor was launched 6 years later, in 1997. Today, Tim has grown a highly successful financial technology and investment business that includes a growing team of 40 finance professional, thousands of long-term Stock Doctor members and over $800 million invested in their three industry leading Australian and US managed funds.
Lots of selling, not much to buy; The MAXIMS of QAV; RMS makes takeover offer yesterday for BRB; Bank Hybrids wiped out in UBS takeover of Credit Suisse; Banks and trust; Pulled pork : Ooh Media (OML); update on heavy mineral sands products; what to do when you have a commodity sell, but the day you’re going to sell it, the price is going up; the size and danger of ETFs; insights on the lithium/battery market; diversification with corporate bonds; South African corruption.
Black Monday in the bond market points to pain ahead; the impact of the SVB Collapse; Comms update; S32 — sell or not?; RBA lifts rates to 3.6%; Brett Fisher on Renko charts; Pulled Pork: SRX; using TTM for Op. cashflow; ZIM and its capital return.