Update No. 60 – 18/05/12

For those looking for something a little longer than the relatively short posts I’ve produced of late, this will be a monster.  I hope it causes you to stop and think about the society we live in, how it came to be what it is and how we, and future generations could be best served […]

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Update No. 59 – 11/05/12

Some links this week, I don’t know if you’ve noticed, but the internet is a real gold-mine of information for the inquisitive mind.  OK, you’ve probably noticed… There was some continuing good economic news out of China, with the PMI expanding (just, from 53.1 to 53.3) for the 5th consecutive month as reported on Bloomberg.  […]

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Update No. 58 – 04/05/12

I thought I would look this week at a comparison between a US listed stocks versus one on the Aussie exchange.  In my view, for reasons I can’t quite explain (I have some ideas, including the differences in interest rates & Australian pessimism due to Political issues), stocks in Australia appear to my judgement to […]

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Update No. 57 – 27/04/12

My wife and I filled out the forms to transfer our Superannuation into a recently established Self Managed Superannuation Fund (SMSF) today.  For those readers outside of Australia, Superannuation is a Government mandated retirement savings program, whereby your employer contributes 9% (currently – though it is expected to increase over time) of your salary into […]

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Update No. 56 – 20/04/12

There is considerable hand-wringing in the financial media about the long-term effects of the substantial money-printing that has been conducted by the major central banks since the GFC took hold in 2008.  In particular, the conservative European and US press are certain that there will eventually be enormous inflation as a consequence of these actions. […]

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Update No. 55 – 13/04/12

My first bit of information this week is a little graph I stumbled across in part of my weekly readings that represents US corporate profits.  When I look at this, it seems perfectly reasonable that the US stock-market is once again nearing record highs: When you see corporate profits are about 33% higher in aggregate […]

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Update No. 54 – 06/04/12

I am off to Perth first thing tomorrow morning, so I won’t write in much detail this week.  I have an ever-increasing watch-list of interesting stocks, but await a catalyst to realise something closer to a fair value for some of our existing holdings in order to deploy the cash into new opportunities. Regular readers […]

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Update No. 53 – 30/03/12

This update marks EGP Fund No. 1 Pty Ltd’s first full year of trading.  I have this to say – may every future year mirror its results in relative terms! I will confess I am slightly under whelmed by our absolute performance.  But I remind fellow investors our target is and will always be relative […]

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Update No. 52 – 23/03/12

  I’ve been thinking a lot about the differences between the performance of the Australian and the US markets, particularly over the last 6 or so months.  For those of you who don’t follow these markets closely, an interesting thing has been happening.  The Australian stock market has stagnated relative to the US markets performance.  […]

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Update No. 51 – 16/03/12

I read a variety of economic and investment blogs on a daily basis, more economic than investment because I don’t want to have my investment ideas too heavily influenced by others current thinking; yet understanding the global economy can only benefit from a wider consumption of views (especially those contrary to your own).  A number […]

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Update No. 50 – 09/03/12

I promised here to review a stock I had passed up when the fund started & review the reasons we ended up going with other options. Ranked 14 (out of 14) stocks I considered for investment (carefully considered, I looked over a great many more than that and continue to do so on a regular […]

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Update No. 49 – 02/03/12

This week, I point readers to a blog I follow called Future Pundit, which focuses on a variety of technological trends likely to alter our future.  The blog is fantastic for those with an inquisitive mind about how the future is likely to look. Specifically this week, I was interested in this edition from about […]

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Update No. 48 – 24/02/12

Our advantage over the benchmark disappeared this week when it took off for a run, but our stocks stayed static.  Our final four stocks report this week, so I’m hoping for a significant move, but time will tell… I promised last week to go into some more detail about the first disposal we have ever […]

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Update No. 47 – 17/02/12

I made the first ever sales of some stock over the last week or so, I will go into the sale in a little more depth next week… This week, I attach the external Auditors mid-year asset confirmation. Regular readers probably expected me to update regarding this earlier (given the data confirms the position I’ve […]

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Update No. 46 – 10/02/12

Update No. 46 – 10/02/12 First off this week, a Warren Buffett link which outlines a cogent argument, the basis of which he’s made many times before about why stock investments are not only brighter prospects, but also safer than alternatives such as gold and bonds when a long term view is taken.  The simplicity […]

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