Monthly Archives: September 2013

Update No. 132 – 29/09/13

This update will mark the end of our quarter 1 for financial year 2014. The quarter in truth ends Monday, but that doesn’t tie in with my weekly posting habits, so we’re using Sunday 29 September as the end of quarter 1 for the fund. I have linked the first quarter report, which will remain […]

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Update No. 131 – 22/09/13

There was lots of activity in financial markets this week. The biggest news was the fact the US Federal Reserve did not reduce the pace of ‘QE3’. This created buoyancy which led to meaningful strengthening in the Australian Dollar and a sixth consecutive week with the index closing at a higher price. Both the EGP […]

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Update No. 130 – 15/09/13

The market in my view is pretty near to fair value at present. Depending on your nature, this might cause you to consider other options if you have money to invest. Let me put forward an argument as to why you shouldn’t let a ‘fair-price’ scare you off.   The average result has historically been […]

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Update No. 129 – 08/09/13

The fund finished at its sixth consecutive record weekly high this week. But the beard survives to grow for another week at least… I had a very good response to the last mention of a stock we hold, a huge amount of correspondence with people asking questions and giving interesting feedback. With a view to […]

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