Comments on: My Favourite Stock for 2010 http://www.fusioninvesting.com/2009/12/my-favourite-stock-for-2010/ Fusing Fundamental and Technical Analysis with lashings of Behavioural Finance. Investing in Australia and North America. Thu, 02 Feb 2012 06:57:27 +0000 hourly 1 http://wordpress.org/?v=3.2 By: Dean Morel http://www.fusioninvesting.com/2009/12/my-favourite-stock-for-2010/comment-page-1/#comment-2510 Dean Morel Sun, 23 Jan 2011 12:26:41 +0000 http://www.fusioninvesting.com/?p=4636#comment-2510 Hi Westwind I know and own Amcom (AMM). Looks cheap due to NBN risk. Fund manager OC Funds sold last year & Acorn Capital have been selling recently. NBN impact could act as an an overhang for a couple of years and there is a possibility of their networks losing value in an NBN world, though management paint a good picture as why they'll co-exist. On the plus side it is cheap, you get exposure to iiNet and management generally under promise and over deliver so 20%+ growth this year looks likely. A pet peeve I have with companies like AMM is announcing profit/earnings up 43% ignoring dilution which cuts the growth in earnings per share in 2010 to 20%. I'll look at IPP. A review of MyClime is a good idea. Dean Hi Westwind
I know and own Amcom (AMM). Looks cheap due to NBN risk. Fund manager OC Funds sold last year & Acorn Capital have been selling recently. NBN impact could act as an an overhang for a couple of years and there is a possibility of their networks losing value in an NBN world, though management paint a good picture as why they’ll co-exist. On the plus side it is cheap, you get exposure to iiNet and management generally under promise and over deliver so 20%+ growth this year looks likely. A pet peeve I have with companies like AMM is announcing profit/earnings up 43% ignoring dilution which cuts the growth in earnings per share in 2010 to 20%.
I’ll look at IPP.
A review of MyClime is a good idea.
Dean

]]> By: Westwind http://www.fusioninvesting.com/2009/12/my-favourite-stock-for-2010/comment-page-1/#comment-2509 Westwind Sun, 23 Jan 2011 07:50:58 +0000 http://www.fusioninvesting.com/?p=4636#comment-2509 Hi Dean What are your picks for 2011(besides Telstra)? I went to a Geoff Wilson presentation in December and he was suggesting AMM and IPP amongst others. IPP looks interesting as an Asian clone of REA, including staff recruitments from REA. Just wondering if the REA package will work in Asia - any thoughts? Also,as a source of investment ideas, how about giving us a review of the My Clime newsletter/service. All the best for 2011 Regards Westwind Hi Dean

What are your picks for 2011(besides Telstra)?

I went to a Geoff Wilson presentation in December and he was suggesting AMM and IPP amongst others. IPP looks interesting as an Asian clone of REA, including staff recruitments from REA. Just wondering if the REA package will work in Asia – any thoughts?

Also,as a source of investment ideas, how about giving us a review of the My Clime newsletter/service.

All the best for 2011

Regards Westwind

]]> By: Dean Morel http://www.fusioninvesting.com/2009/12/my-favourite-stock-for-2010/comment-page-1/#comment-1503 Dean Morel Sun, 03 Jan 2010 01:15:56 +0000 http://www.fusioninvesting.com/?p=4636#comment-1503 Thanks a lot Scaler. I didn't feel my reply was composed, but glad you took it so. I do try provide directly investable insights and overall I believe I have a good track record of suggesting good companies. My suggestion of Biota at around $0.40 now $2.40 is alone worth the admission price ;-) I took your comment more personally than normal, as I felt bad not naming the company, but hoped readers would cut me some slack as I usually post analysis and name companies before and during buying a company. I hope you have a fun and happy 2010. Dean Thanks a lot Scaler. I didn’t feel my reply was composed, but glad you took it so. I do try provide directly investable insights and overall I believe I have a good track record of suggesting good companies. My suggestion of Biota at around $0.40 now $2.40 is alone worth the admission price ;-)

I took your comment more personally than normal, as I felt bad not naming the company, but hoped readers would cut me some slack as I usually post analysis and name companies before and during buying a company.

I hope you have a fun and happy 2010.
Dean

]]> By: Scaler http://www.fusioninvesting.com/2009/12/my-favourite-stock-for-2010/comment-page-1/#comment-1502 Scaler Sun, 03 Jan 2010 01:05:03 +0000 http://www.fusioninvesting.com/?p=4636#comment-1502 Dean, Please do not take my previous criticism to harshly, as I too am full of "bluster". I am a veteran reader of many newsletters/posts and blogs (as well as an overall old-fart), but this was my first blush with yours. I admire the composure with which you dispatched my original criticisms and underneath it all, I do believe that you have your head about yourself. Your column demonstrates insightfulness and your restraint in the face of cold criticism is refreshing. In all, I believe that this warrants following your postings on a regular basis, perhaps to you chagrin. Cheers! Dean,

Please do not take my previous criticism to harshly, as I too am full of “bluster”. I am a veteran reader of many newsletters/posts and blogs (as well as an overall old-fart), but this was my first blush with yours. I admire the composure with which you dispatched my original criticisms and underneath it all, I do believe that you have your head about yourself. Your column demonstrates insightfulness and your restraint in the face of cold criticism is refreshing. In all, I believe that this warrants following your postings on a regular basis, perhaps to you chagrin.

Cheers!

]]> By: Dean Morel http://www.fusioninvesting.com/2009/12/my-favourite-stock-for-2010/comment-page-1/#comment-1501 Dean Morel Sat, 02 Jan 2010 21:28:51 +0000 http://www.fusioninvesting.com/?p=4636#comment-1501 Scaler. I purposefully neglected to name the company as I only wanted people smart enough to figure it out to know. I gave very few clues, but regular readers should be able to figure it out and go on and do their own due diligence. Why so cryptic? It's a small cap company with thin volume, so frankly I don't want every rude septic bidding up the stock while I'm still buying. On top of which it's a highly speculative stock so until they get a order I won't be naming it here. I've found in the past it doesn't matter how many times you say something is speculative or high risk, many punters only look at the upside and buy without appreciating the risks. If you want a name then I supplied the energy company the Oxford Club is spruiking for 1000% gains in my follow-up article http://www.fusioninvesting.com/2009/12/oxford-club-spruiks-clean-energy/ Scaler. I purposefully neglected to name the company as I only wanted people smart enough to figure it out to know. I gave very few clues, but regular readers should be able to figure it out and go on and do their own due diligence. Why so cryptic? It’s a small cap company with thin volume, so frankly I don’t want every rude septic bidding up the stock while I’m still buying. On top of which it’s a highly speculative stock so until they get a order I won’t be naming it here. I’ve found in the past it doesn’t matter how many times you say something is speculative or high risk, many punters only look at the upside and buy without appreciating the risks.

If you want a name then I supplied the energy company the Oxford Club is spruiking for 1000% gains in my follow-up article http://www.fusioninvesting.com/2009/12/oxford-club-spruiks-clean-energy/

]]> By: Scaler http://www.fusioninvesting.com/2009/12/my-favourite-stock-for-2010/comment-page-1/#comment-1498 Scaler Sat, 02 Jan 2010 15:37:12 +0000 http://www.fusioninvesting.com/?p=4636#comment-1498 I can only surmise that this "Favourite Stock for 2010" must be company selling a revolutionary new type of wind-turbine. I say this because the article is all "bluster" but no names. "Is the one I’m currently buying." --- Upon reading this as the article's very first line, I should have foreseen the rest of the article would be devoid of any further usefulness. Perhaps I will write an article titled "The Guaranteed Top Performing Stock of 2010", and make the body of the article a single line, which reads "Is the one that surpasses all of the rest.". And like your article, the readers will also discover nothing, but at least they will be spared the waste of time that was the rest of the article. That alone would make my article more valuable! I can only surmise that this “Favourite Stock for 2010″ must be company selling a revolutionary new type of wind-turbine. I say this because the article is all “bluster” but no names.

“Is the one I’m currently buying.” — Upon reading this as the article’s very first line, I should have foreseen the rest of the article would be devoid of any further usefulness.

Perhaps I will write an article titled “The Guaranteed Top Performing Stock of 2010″, and make the body of the article a single line, which reads “Is the one that surpasses all of the rest.”. And like your article, the readers will also discover nothing, but at least they will be spared the waste of time that was the rest of the article. That alone would make my article more valuable!

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