Today we’re talking about when you should sell a stock that has passed the checklist. And our stock of the week is Vocus (VOC). A vertically integrated telecommunications provider, operating in the Australian and New Zealand markets.
On this episode, we talk about the RBA dropping interest rates and other signs the economy is weakening and what that means for investing. We also talk about how shorting the market works as an investment tool. And our stock of the week is Eclipx, a vehicle leasing company that has recently had a bump to its price.
Our guest today is one of Australia’s most respected financial journalists – Alan Kohler. Tony has been a big fan of Alan’s work for decades and was as giddy as a K‑Pop fan about getting Alan on the show. Alan gave us his thoughts on the economy, unemployment, internet stocks, lying CEOs, and his role with the Australian Indigenous Education Foundation.
On this episode we’re talking about ethical investing, Bob Hawke, and, in our QAV Club episode, drilling down into the financials of Stanmore Coal. Stanmore Coal operates the Isaac Plains coking coal mine in Queensland’s prime Bowen Basin region.
Our guest today is Tony’s friend Joe Barberis. Joe’s had a high powered corporate career, including stints as the MD of Officeworks and Coles Express, as well as running Shell Australia. Today he’s talking to us about his investment strategies, as well as his thoughts on the future of retail and energy markets in Australia… and corporate psychopaths.
Today we discuss the collapse of Apollo Tourism’s share price; the recent Berkshire Hathaway Annual General Meeting and Tony relates the time he attended the Berkshire AGM a few years ago; the trouble with bank shares at the moment; and then we analyse this week’s stock, Mitchell Services (MSV).