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Yep, IV is a dyed in the wool value investor and is talking at cross purposes.

The recent rights issue affected NAB SP too. Same if you look at BHP and don't consider the S32 spin off.

http://www.forbes.com/sites/rickferri/2013/01/10/ts-official-gurus-cant-accurately-predict-markets/

Shaken up by a 3% drop? Come on son! Don't be a weak hand :) Thornhill has a classic newsletter from the depths of the GFC. I remember the closing line "buy with your ears pinned back" ha. Yes Thornhills book is one of about twenty that I think worthwhile for those interested in stock...

As of 3PM ARG was at +0.8% and +0.1% according to brokers internal sheet. That was AFI at 608cps at the time.

Firstly, I'd take all such prognostications with a grain of salt...but that's just me. People are notoriously bad at calling tops....The purpose of all that stuff is to get you to think, not to tell you what to think. Regardless, take a look at NYSE:VTI which VTS mirrors. Hit a high in 07 of USD...

Peter Thornhill's latest rant and rave is out, good stuff covering annuities, government bonds, volatility vs. risk. Good to see the old fella still swinging ; http://www.motivatedmoney.com.au/mysay.php?iid=f1yp9gz45q This bit chimes nicely with the other thread about Gen Y credit card...

No worries, just bear in mind there is a world of difference between an open end fund (managed fund) at 2% MER maybe with performance fees as well, and the large ASX LICs (closed end funds) with 0.20% MER only. I like Bogle and Malkiels stuff, but its easy for proponents to get overly dogmatic...

IXI is not a bad vehicle, I have held for some time. Won't sell (Don't want to trigger CGT) but these days I want the underlying holdings. I really like consumer staples too and 8 of the top 10 holdings in IXI are on my long term internatioal watchlist :) (only 21 stocks). IXI MER at .48% but...

Thought I might share a couple of resources that I like. For those that might like to learn about value investing rather than just indexing and like listening to podcasts while exercising or on train of whatever I can recommend ...

I have a full service account with Deutsche Bank, comes with killer multi currency margin rates (lower than variable home loan rates) but its a sophisticated investor only product so minimum balances are not small. Service and research access are pretty good as you would imagine.

A really good post Steveadl. Really valuable that you identify your weaknesses and then plan accordingly which you have done. PMC and MGE are good platforms. I'd also look at MFF which is now trading below NTA. CIN has performed well but has a very large holding in Amalgamated Holdings so...

All fairly boring, topped up on Berkshire and Johnson & Johnson last week. ASX buys recently PTM, ANZ, CSL, AFI, INA. Nothing sold. Watching Diageo, Chevron, Philip Morris, Walmart.

Yep if you are going to spruik a stock on a tip, at least have the courtesy to inform your fellow wood ducks your exit tip...these blokes don't have a direct line with Keith! :)

Any ETF/ETP

QAN was a good trade opportunity. Doesn't matter how good Joyce or anyone else is, the economics of that industry suck, private enterprise competing against SOE in a capital intensive commoditised business means limited growth prospects at best...I'll pass on that.

Sign up with any of the big online brokers, say commsec for example and buy. Simple as that really.

Common stock for me all the way. Counter-party risk has always been my concern with derivatives, it's all ok until it isn't. I'd rather employ non callable debt and conservative margin than products. Though I understand why some might want to use say installment warrants on the ASX for example...

My interest was initially in property and that's how I came to this site. Over the years my interest has diverged, and I just really enjoy stock investments. As someone running a company I have found following companies and reading copious amounts of investment books and forums like Corner of...

https://m.youtube.com/watch?v=6WroiiaVhGo&feature=youtu.be Great talk by Howard Marks at Google. There is something in this for every investor.