[15 Sep 2014 | 4 Comments ]
Falling knives cut deep

The major appeal of trying to catch a falling knives is rooted in anchoring. Coca Cola Amatil was $15 last year, it must be a bargain at $9!

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Analysis »

[21 Oct 2014 | One Comment | ]
Do stock price targets make sense?

Price targets are a double dip of delusion. To think you can accurately predict the forward price of any stock to the cent or even within 20 percent is crazy, you can’t. Worse yet, fundamental analysts focusing on a short time frame such as a year exacerbates the delusion.

Commentary, Investing Insights, Philosophy »

[20 Oct 2014 | No Comment | ]
Can retail investors outperform the market?

“Lies, damn lies, and statistics” was popularised by Mark Twain to describe the persuasive power of numbers.

Analysis »

[8 Oct 2014 | 3 Comments | ]
ABC 7.30 report takes knife to Regeneus

In what can best been described as a hatchet job, the 7.30 report has taken the knife to Sydney based stem cell company Regeneus (ASX:RGS).

Fund Performance »

[2 Oct 2014 | No Comment | ]
Are you any good at investing?

I’m a modest guy. In general I don’t take compliments well, I either ignore them or make light of them. My partner is training me to simply say thank you, but after 26 together she hasn’t had much success.
She also says I should sell myself more, you know talk myself up.
I struggle with that, as I’ve always found that in general there are people who “can” and people who say they can. Those who can have little need to say it, while those who can’t often shout they can.
Are you following …

Analysis, Better Investor, Intermediate »

[11 Sep 2014 | 7 Comments | ]
Show me the Momo – momentum investing

Momentum or momo for short is one of a handful of reliable money making setups that persist despite the market’s awareness of them.

Analysis »

[4 Sep 2014 | One Comment | ]
Know what you own

Stocks are not lottery tickets. There’s a company behind every stock. If the company does well the stock does well. It’s not that complicated. Peter Lynch.

Fund Performance »

[2 Sep 2014 | 2 Comments | ]
Fusion Fund has a spring in its step

Past performance is meaningful.

Analysis, Watchlist »

[18 Aug 2014 | 5 Comments | ]
Famous Five Fundamentally cheap ASX stocks

5 Fundamentally cheap ASX stocks from top stock pickers.

Commentary »

[15 Aug 2014 | One Comment | ]
Morphic Asset Management

Jack Lowenstein who did a terrific job at Hunter Hall now heads up Morphic Asset Management.

Commentary, Featured, My Path, Philosophy »

[14 Aug 2014 | 5 Comments | ]
And the winner is

I could most easily be classified as a little Lynch, as in Peter Lynch of Magellan fame. His 20 Golden Rules form the basis of my investing philosophy.