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SOHN HEARTS & MINDS 2017, The best ideas of the top investors
blacksheep
post Posted: Nov 23 2018, 01:18 PM
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In Reply To: nipper's post @ Nov 23 2018, 12:40 PM

Yes - always interesting to see how the experts fared smile.gif and whether one should take their advice or not.

Lesson here, IMHO, looking at these charts and if you did act on their tips, is take profits when they present and don't get greedy - had you sat on most of the stocks for the whole year (and I assume they were all 12 month targets) you would not be as happy as if you sold at the top smile.gif







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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Nov 23 2018, 12:40 PM
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In Reply To: blacksheep's post @ Nov 23 2018, 11:32 AM

double post (& still might make it to 5000 posts ahead of you, if fat finger is on my side smile.gif )



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Nov 23 2018, 12:40 PM
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In Reply To: blacksheep's post @ Nov 23 2018, 11:32 AM

good one. thanks for posting.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: blacksheep  
 
blacksheep
post Posted: Nov 23 2018, 11:32 AM
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Just looking back at the 2017 stock picks to see how they scored

Geoff Wilson, Wilson Asset Management
Long Virgin Australia (VAH:ASX) - at time of posting last year the SP was 26.5c - today it's 20c, reached a high of 29c in December last year
Attached File  vah.png ( 122.04K ) Number of downloads: 2

Matthew Ryland, Greencape Asset Management
Long Speedcast (SDA:ASX) -at time of posting last year the SP was $4.84 - today it's $3.255, reached a high of $6.83 in August, before falling off a cliff
Attached File  sda.png ( 117.56K ) Number of downloads: 2

Blake Henricks, Macquarie Asset Management
Long Reliance (RWC:ASX) - at time of posting last year the SP was $4.09 - today it's $$4.445 - reached a high of $6.38 in August 2018
Attached File  rwc.png ( 116.78K ) Number of downloads: 2

Dawn Kanelleas, Colonial First State Global Asset Management
Long NextDC (NXT: ASX) - at time of posting last year the SP was $5.45 - today it's $5.83 - reached a high of $8.19 in June 2018
Attached File  nxt.png ( 123.31K ) Number of downloads: 2

JB HiFi is Phil King's short idea at Sohn Hearts and Minds 17 - at time of posting last year the SP was $22.58 - today it's $25.53 - reached a low of $21.99 in May 2018 -still #1 on Shortman most shorted
Attached File  jbh.png ( 127.45K ) Number of downloads: 2

Appen is Phil King's [b]long idea - at time of posting last year the SP was $5.69 - today it's $12.37 - reached a high of $16.00 in August 2018 - has to be the winner[/b]
Attached File  apx.png ( 120.55K ) Number of downloads: 2




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: nipper  
 
blacksheep
post Posted: Nov 16 2018, 02:00 PM
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In Reply To: blacksheep's post @ Nov 16 2018, 12:28 PM

Alex Waislitz, Thorney Investments: Austin Engineering - ANG - currently up 6.52% @ $0.245
https://www.shortman.com.au/stock?q=ang



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Nov 16 2018, 12:28 PM
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The 3rd Australian SHM investment leaders conference is currently underway - a couple of LONG tips on ASX stocks, some might surprise since they are heavily shorted

Tim Carleton, Auscap Asset Management: JB Hi-Fi - currently the No 1 top shorted stock - this was Regal Funds Phil King short tip at last year's event
https://www.shortman.com.au/stock?q=jbh

Emma Goodsell, Airlie Funds Management: Reece - not in the top 100
https://www.shortman.com.au/stock?q=reh

Blake Henricks, Firetrail Investments: Nufarm - currently No 19 on Shortmans top 100
https://www.shortman.com.au/stock?q=nuf

https://www.afr.com/markets/sohn-hearts-and...20181115-h17ynf



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 


blacksheep
post Posted: Sep 25 2018, 03:38 PM
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Hamish Douglass, Lowys, Solly Lew back new listed fund
extract
QUOTE
Some Australian corporate heavyweights are set to throw their support behind a new $500 million listed investment company.

Street Talk understands Magellan Financial Group's Hamish Douglass, ANZ Banking Corp chairman David Gonski, Premier Investments' Solomon Lew, Westfield Group's Lowy family and the Paul Ramsay Foundation are among investors that have agreed to tip the first $100 million into the raising.

The raising is for a new investment company Hearts and Minds Investments Ltd, [b]which will make investments based on ideas from the annual Sohn Hearts & Minds investment conference to make money for charities[/b].


https://www.afr.com/street-talk/hamish-doug...20180925-h15u85

Next Sohn Hearts & Minds conference is scheduled to take place in Melbourne on November 16. - I'll update the charts then from last year's picks to see how they faired



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: icemanmelb  
 
blacksheep
post Posted: Nov 30 2017, 10:13 AM
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In Reply To: blacksheep's post @ Nov 19 2017, 09:40 PM

Phil King's top pick for 2018 - Appen Ltd - APX - just took off. His short JBH is not behaving in the manner in which he would have liked though - at the moment anyway since is's not yet 2018


Attached File(s)
Attached File  apx.png ( 81.21K ) Number of downloads: 11
Attached File  jbh.png ( 91.06K ) Number of downloads: 9

 




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Nov 21 2017, 06:58 PM
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Posts: 5,115
Thanks: 2044


In Reply To: blacksheep's post @ Nov 19 2017, 09:40 PM

Not part of the Sohn Hearts & Minds 2017 predictions, but ten "favoured stocks for 2018" from UBS- according to AFR - which I'll add here so I can tract down the road as to how they performed

QUOTE
AGL, Origin Energy and BHP are among a group of 10 large-cap companies that stockbroking house UBS outlines as its "favoured stocks" for 2018.

UBS also rates Qantas Airways, Aristocrat Leis

Logistics company Brambles, share registry company Link Group, funds management group Janus Henderson and casino operator Star Entertainment Group round out the list of 10 favoured stocks.


Read more: http://www.afr.com/business/banking-and-fi...k#ixzz4z3QG7Eho

Attached File(s)
Attached File  jhg.png ( 109.98K ) Number of downloads: 6
Attached File  sgr.png ( 95.07K ) Number of downloads: 6
Attached File  lnk.png ( 87.93K ) Number of downloads: 6
Attached File  bxb.png ( 92.2K ) Number of downloads: 8
Attached File  all.png ( 97.05K ) Number of downloads: 7
Attached File  wow.png ( 99.45K ) Number of downloads: 7
Attached File  qan.png ( 93.26K ) Number of downloads: 6
Attached File  bhp.png ( 91.02K ) Number of downloads: 9
Attached File  org.png ( 96.92K ) Number of downloads: 7
Attached File  agl.png ( 94.34K ) Number of downloads: 7

 




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Nov 19 2017, 09:40 PM
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Posts: 5,115
Thanks: 2044


A couple of investing tips from leading local and international fund managers at this recent (Friday) charity event. The first stock - VAH - took off when mentioned by Wilson - I've attached the relevant charts below. Will revisit down the track to see how they performed. Last year's tips apparently grew by 45%

Geoff Wilson, Wilson Asset Management
Long Virgin Australia (VAH:ASX)

Matthew Ryland, Greencape Asset Management
Long Speedcast (SDA:ASX)

Raphael Arndt, chief investment officer, Future Fund
Idea – Stay flexibl

Robert Luciano, VGI Partners
Short Pandora (PNDORA: CPH)

Blake Henricks, Macquarie Asset Management
Long Reliance (RWC:ASX)

David Prescott, Lanyon Asset Management
Long NZMe (NZX)

Dawn Kanelleas, Colonial First State Global Asset Management
Long NextDC (NXT: ASX)

JB HiFi is Phil King's short idea at Sohn Hearts and Minds 17
Appen is Phil King's long idea

Read more: http://www.afr.com/markets/sohn-hearts--mi...r#ixzz4ysJmkJ1e
https://sohnheartsandminds.com.au/speakers/
Attached File(s)
Attached File  vah.png ( 83.75K ) Number of downloads: 8
Attached File  sda.png ( 88.06K ) Number of downloads: 12
Attached File  cph.png ( 85.66K ) Number of downloads: 9
Attached File  rwc.png ( 95.64K ) Number of downloads: 7
Attached File  nxt.png ( 90.37K ) Number of downloads: 9
Attached File  apx.png ( 85.89K ) Number of downloads: 8
Attached File  jbh.png ( 94.2K ) Number of downloads: 9

 




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 



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