Recent content by Vesuprop

Before you start researching an investment class it is best to ask yourself what do you want to achieve and how will it help get me there? Do you want to create a passive income stream (that outpaces inflation) or are you looking for capital growth? Answering that question will ultimately...

I'm fairly certain that if you lent it to some Russians you'd get a yield. :confused:

COH is an excellent company, that got completely trashed due to a product recall that they choose to do on their own accord to protect their excellent reputation. Honestly, the first thought that I had on that day was Howard Coleman and his "wealth winners." Not a good look for his operation...

The biggest problems that I can see is this: The formula lags behind increases in EPS. The formula implies (quite randomly) a growth period for the company. Forward ROE is assumed. The higher the current ROE the quicker the future years become insignificant (businesses such as PTM, NVT -...

The data that I've seen indicates that he under-performed the ASX during the "bull market" during his period at Clime Capital Management. He also has highly publicised blows such as CCP during the GFC and more recently the whole MCE fiasco.

Good stuff. Happy to hear that you're not with the Roger Montgomery "one-size fits all formula" crowd mate. I've just started reading / watching material by Bruce Greenwald.

Excuse my memory, but which formula method do you use to calculate intrinsic value again?

I hear a lot of early Celtic Frost / Hellhammer, crossover punk and earlier hardcore. With a touch of Slayer. The bands that you mentioned took influences from these sources at different times, so the comparison is valid in that sense.

Apologies - but I don't mean the Glam band. I mean the early Death / Thrash band from Canada that released "Strappado." Cheers!

My favourites from the 80s: Slayer, Kreator, Bathory, Fates Warning, Discharge, Celtic Frost, Atheist, Watchtower, Autopsy, Morbid Angel, Sepultura, Possessed, Morgoth, Hellhammer, Slaughter...

Hey Bluestorm, Can you screenshot your trading report for us? Black out your name and address. We're not coming to mob you. Either that or your start posting details of your buy orders as you enter them. It's a bit more believable that way. Your very own trading blog with thousands of...

Are you trying to suggest that somehow Australia has some kind of "moat" throughout this crisis and that we are immune to the falls of other markets?

Btw, I am willing to be wrong. But it looks down so far today to me...

The most likely event is that it is another sucker rally like we had earlier this week.

SPI Futures still at 4060. Interesting to see if that pulls up in the next few hours.