by Cameron Reilly | Nov 20, 2019 | Podcast Episodes
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 AGM.
by Cameron Reilly | Nov 12, 2019 | Podcast Episodes
This week Tony answers a couple of questions from club member Dave about why Warren Buffet & Berkshire are sitting on a massive pile of cash and how Tony is preparing for a “global market crunch”. We also talk some more about listed investment companies and in our club section we take a look at the financials of gold miner PRU (Perseus Mining).
by Cameron Reilly | Nov 7, 2019 | Podcast Episodes
This week Tony explains why he sometimes invests in Listed Investing Companies like Wilson Asset Management. We also talk about what to do with our worst-performing stock SMR, our extremely good end of month results, Tony’s horse that ran on Melbourne Cup day (not as good), and my son Taylor joins us to analyse oil and gas exploration and production company CUE.
by Cameron Reilly | Oct 31, 2019 | Podcast Episodes
I found myself listening to Kenny Rogers’ The Gambler recently (one of my dad’s favourite songs when I was a kid) and it made me think of this week’s show.
“You gotta know when to hold ’em;
Know when to fold ’em.
Know when to walk away;
Know when to run.”
This week we have a lot of questions from club members about when to sell and three-point trendlines. We also talk about Tony’s horse that ran in the Cox Plate and why the checklist doesn’t have a debt-to-equity data point.
Our stock analysis this week is KSL — Kina Securities.
by Cameron Reilly | Oct 25, 2019 | Podcast Episodes
This week on the show, The Value Investing Guru and Cameron talk about some difficulties getting Share Analysis to do what we want; a new analysis tool called QuickFS; stories about Warren Buffett; Cameron’s growing passion around QAV; changes to our portfolio involving Apollo Tourism and Stanmore Coal; and in our deep dive analysis this week we look at Mastermyne.
by Cameron Reilly | Oct 18, 2019 | Podcast Episodes
This week we have a guest – Cameron Britten from Share Analysis. As longtime listeners will be aware, Tony’s a big fan of several online tools and Share Analysis has been one of those for many years. They had a recent “re-platforming” event which took the service down for a few months. But they are back and we invited Cameron on to talk a little about the history and the future of the service. He also let us know that they are currently running an extended free trial service, so if aren’t already a member, jump over to their website and sign up today. Services like this make value investing much easier than it was back in the early days of Berkshire Hathaway and Benjamin Graham.
