[15 Sep 2014 | 3 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!

Read the full story »

Analysis, Better Investor, Intermediate »

[11 Sep 2014 | 5 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.

Commentary, Featured »

[11 Aug 2014 | 2 Comments | ]
Free SMSF Accounting Software Approaching Maturity

Mclowd has the potential to displace BGL and Class with a SMSF accounting platform that is free to both individual Trustees and practitioners.

Analysis »

[7 Aug 2014 | 3 Comments | ]
Integrated Research Profit Warning

Investors have taken Integrated Research (ASX:IRI) to the woodshed for a savage beating after it issued a profit warning this morning.

Commentary »

[6 Aug 2014 | 3 Comments | ]
M2 Group soars on no news

A long term favourite company of mine M2 Group (ASX:MTU) has been swimming against the retreating market tide. M2 leapt over 5 percent this week on no news.

Commentary, Featured, Fund Performance »

[1 Aug 2014 | 2 Comments | ]
Performance, Pigs, and Investment Process

What’s the difference between an independent director and a shopping trolley?
You can load a trolley with grog but can’t push it anywhere you want.