Articles tagged with: AXJO
Commentary »
Two weeks ago in ‘Three Months of Gains go Poof’, I hoped buyers were rushing in too early and that I’d get to buy lower. Today is the first day I’ve seen some attractive pricing, but where am I most likely to get the best bang for my buck?
As always my game plan is to average in. But what are the most attractive opportunities in Australian and US markets?
Commentary, My Path »
I hope those buying now are shooting their wad early. I’m standing back, forever practicing my patience, looking for any real mis-pricing opportunities. Keeping an eye on stocks showing strong support during the decline. Two small stocks I have positions in have held up strongly; AMM.AX and ASW.AX. If I had more time I’d dig into ELD and PSH as those knives keep falling and even trash bounces high if it’s compacted enough .
Analysis »
The XJO continues to form the head and shoulders pattern I’ve been looking for, the market is being fashionable by both putting on an 80’s inspired broad shoulder pad and keeping everyone waiting. While economics conditions continue to improve the Australian market remains ahead of itself. The question we need to consider is what will the economy look like in nine months or more.
Looking ahead I feel like the first little pig with a house built of straw. The big bad double dip recession will come along and blow our house …
Advanced, Better Investor, Education »
Three great points; another reason to concentrate on EV instead of market cap, cash is more a risk than an asset and show us the money. Stop hording our cash! Graham recommending putting the dividend payout to a vote each year and management having to justify any capital expenditures. I implemented capital investment management in, gosh at least a dozen companies, and truth be told not one really had a tight grasp of or even a good process for managing their major expenditures.
Commentary, Fund Performance »
Do I think we’ll see 4,000? Nope. Do I think we’ll see the equivalent of 4,000 corrected for long-term market growth? I don’t know, but it seems likely that we will eventually see the equivalent of such a low point. John TwinDeltaTandem
Wow…so clear when someone like John lays it out. Kaboom the path is clear. Investing at low points is an easy path to market out-performance. Using margin at low points is the accelerant.
This thread on the BMW Method Board at TMF shows a remarkable dire consensus. I …
