Category: Individual trade decisions

TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.

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Most investors probably have an inkling that active fund managers are not doing a stellar job when it comes to outperforming the S&P 500 of late. Sometimes a chart is worth a thousand words, and the above one ought to grab the attention of those with a penchant towards a mean reversion, contrarian and cyclical approach to their investing.

This post will predominately be for those that subscribe to the theory that active managers may be in store for some sort of return to favor over the next few years, and potential implications of this for some LICs.

Continue reading “TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.”

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DOGS OF THE PORTFOLIO AND A REVIEW OF FY 2017, RECOMMENDED RESEARCH SOURCES.

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No harsh comments about the dog in the picture as he is a close friend of mine.

June 30 is often a time of reflection for investors and I thought I would sit down and do a quick self-review of the financial year gone by. As promised I went through and just noted the stocks that I have mentioned on the blog previously where I still hold, and picked out the ones that have looked shaky of late as at June 30. Continue reading “DOGS OF THE PORTFOLIO AND A REVIEW OF FY 2017, RECOMMENDED RESEARCH SOURCES.”

HOW TO RESPOND TO THE POPULARITY OF PASSIVE INVESTING?

all day breakfast

There has been quite a bit of shift in what is driving performance on the ASX since the 3rd quarter of 2016. At that time, I was surprised to note the extent of the outperformance of small caps compared to large caps for the previous year. Continue reading “HOW TO RESPOND TO THE POPULARITY OF PASSIVE INVESTING?”

WIDE RANGE OF RECENT SHARE PRICE PERFORMANCE IN THE WILSON STABLE

I have commented on the CYA situation numerous times on the blog. One of the reasons I started blogging is I find it a useful discipline to force me to go back and look at my notes when I entered a stock. I first purchased CYA in September last year thinking that over the next year or two it was highly likely Wilson would gain control. Continue reading “WIDE RANGE OF RECENT SHARE PRICE PERFORMANCE IN THE WILSON STABLE”

AM I TOO PESSIMISTIC AND UNDER INVESTED?

This year I have felt my blog has been a bit more down beat with my recent post warning of overheated asset classes, and generally I have probably written more about the selling I have done rather than any new buy ideas. Hopefully today’s blog post is a bit more upbeat as I go out and mention two new current holds and later clarify about why avoiding some markets at times in favour of cash is not necessarily being a permabear. Continue reading “AM I TOO PESSIMISTIC AND UNDER INVESTED?”

FUND MANAGERS CONTANGO, NAOS & FORAGER. THE BATTLE FOR MACMAHON, PROFT REPORTING SEASON.

Just a blog update on a couple of things I read over the weekend that I found interesting, and some notes on some trades over the profit reporting season. Continue reading “FUND MANAGERS CONTANGO, NAOS & FORAGER. THE BATTLE FOR MACMAHON, PROFT REPORTING SEASON.”

MORE LIC SUPPLY AND MARKET SENTIMENT COMMENTS, NEWS ON SOME HOLDINGS, FX UPDATE, DOMINOS PIZZA.

In my last blog update I shared my concerns about the number of new LICs that have come to the market of late. Not long after this I read another story to add to the supply picture.

Continue reading “MORE LIC SUPPLY AND MARKET SENTIMENT COMMENTS, NEWS ON SOME HOLDINGS, FX UPDATE, DOMINOS PIZZA.”