Mockingbird Investment – Page 12 – Better returns through sharing ideas

July 27, 2020

Mocker Monday. 27 July.

Market Commentary Market update 24 July 2020 (Shane Oliver – AMP Capital) Economy Coronavirus: Chinese economy bounces back into growth (BBC) The government will give JobKeeper a facelift, extending it for six months but splitting it into two tiers (Business Insider Australia) Australian manufacturing has been in terminal decline but coronavirus might revive it (ABC) Long Term Debt Cycle –...

Ideas

July 24, 2020

Stock Quickie – SCG:ASX

Scentre Group – SCG:ASX How did we get here? As with SUL, this is a continuation of the search for defensive positions. What do they do? They own and operate Westfield Living Centres, Australia and New Zealand’s largest shopping centre portfolio, but are currently facing lots of headwinds with the acceleration of e-commerce, mass mall closures, and the risk of...

Ideas

July 22, 2020

Stock Quickie – SUL:ASX

Super Retail Group – SUL:ASX Investment Premise I was looking for defensive stocks, and they were mentioned in a basket along with WES, WOW, SCG, SYD. They own a number of brands/shops that may be well placed to capitalise on the “captive” post corona populace of Australia. What do they do? They own the following retail brands: Weighing machine Current...

Ideas

July 21, 2020

Gold Bears and Bulls 2020

Currently a lot of Mocker discussion has revolved around the merits, and/or pitfalls, of investing in Gold. This is a popular topic in the investing community as well, with prominent investors both for (Dalio, Marks, O’Leary) and against (Buffett, Munger, Gates) gold. Bulls Macroeconomic environment is terrible: money printing is rife, uncertainty is high, global stability is falling, government debts...

Ideas

July 21, 2020

The Amateur Investor Ep. 14: A watched pot

There are mornings where I wake up feeling a little behind the eight-ball and find myself rushing about, filled with not a small amount of regret at all the things I should have tackled earlier but didn’t because I let myself get distracted with other things or procrastinated actually implementing the strategy for execution. It’s something I’ve found myself suffering...

Ideas

July 20, 2020

Mocker Monday. 20 July.

Market commentary Class of 2020 (Rudi Filapek-Vandyck – Livewire Markets) Economy The fiscal cliff is more likely to be a fiscal slope (Shane Oliver – AMP Capital) Superannuation early withdrawals near $30b as new financial year sees double dipping (ABC News) Coronavirus Coronavirus vaccine tracker: how close are we to a vaccine? (The Guardian) How effective does a COVID-19 coronavirus...

Ideas

July 16, 2020

Quiet Contrarian. Ep 6: FY20 Reflection

FOMO, Fear and Feline Fatalities… Well. That was an interesting year. The first half was an incredible rally, I took a lot of profit on the way up, and was happy with myself and my choices. Then… it shifted… somewhere around November. I was sitting on 40% cash, I didn’t want to get out anymore… But the market kept rising!...

Stories

July 14, 2020

BHS: Class Ltd – CL1:ASX

Interesting company, think XRO, but primarily targeting the SMSF industry, focussed on accountant and SMSF fund manager clients. From their site: Our mission is to deliver innovative administration solutions that automate manual workloads, driving high levels of processing efficiency and scalability and supporting accountants and their clients with delivering digital SMSFs. They seem to be doing this well, with consistent...

Ideas