Buy Sell Notes to Self

This post will be updated with tips as I read them from various sources and when I want to record it down to look back on later. It is not any kind of advice or suggestion to any other people. 


4 Dec 2012
mnf
flt
gem
alu
ccv
sul



26 Nov 2012
A selection of stocks near the bottom but they are in rising industries
ALQ - ALS Ltd
TSE - Transfield Services
MIN - Mineral Resources
SXL - Southern Cross Media


25 Nov 2012
EAX - Energy Action
GEM - G8 Education 


9 Oct 2012
MIN when above 8.00
KRM when break 1.23
AYN above 0.055
CKF when break 1.20



Money Magazine October Issue
Nst roe 40%
slr growth67%
pru grow131%
mineral resources yields 8.45%
sxe grow
mnd roe life debt cash flow
sdm yields 10%
wtf roe 62%
nck grow 23%
dmp
bol
crz roe
rdf grow 15%



16 Sep 2012
RED - Red 5 Mining - nice trend up
SFR - Sandfire Resources - nice trend up 

12 Sep 2012
PRU - Persues Mining - Potential Head - Shoulder bottom.
MGR - Mirvac Group - Search by various criteria seem to pop up this stock quite often.



28 Aug 2012
MYR - Myer Holdings
AHE - AUTOMOTIVE HOLDINGS FPO


20 Aug 2012
There is a green light confirmation as of the end of last week.
Stocks looking good are:
AEU.ax
CYG.ax



30 June 2012

The following stocks are picked using an analysis based on favourable EPS and dividend yield. In addition, from a technical viewpoint, their price pattern are non-declining.

DLX
MIO
MLD
MGR

29 May 2012
EPW ERM Power     GO
DMP Domino Pizza   GO

1 May 2012
WEB - Webjet                GO
RFE - Red Fork Energy     GO 
DML - Discovery Metals   GO 
RED - Red 5 Limited        STOP


9 Feb 2012
Recent scan of certain stocks with good turn around price graph.

SPL - Starpharma - strong position for a biotech

TRF - Trafford Resources - bouncing up.

MML - Medusa Mining - Strong fundamentals, resource company with incoming cash flow, technicals may have hit support and bouncing up.

SWL - Seymoure Whyte - good ratings from Money Magazine, Montgomery and VectorVest

8 Feb 2012

From a recent article in the Financial Review

POH - no comment
ACL - not impressive cash burn scenario
SPL - good technicals, coming off a bottom with more to go
TIS – 0.35, NTA 0.086  to expensive






13 Dec 2011


A recent investment newsletter came to me, advertising that some Resource tips they have that can make 1000% or more. Obviously they did not give the name of the companies, but they did provide some clues. Here are my GUESSES on which companies they are;






Guyana - Gold
Azimuth AZH?




High Grade Gold 12g/t,   Silver 161 g/t in  Sumatra
Sumatra Copper and Gold SUM?




 Brisbane based-  Silver Explorer -  Production 2012 -  less than 0.10
Alycone AYN ?




 US Western Plains
 Potash 0.80
Potash Minerals POK?




 Base Metal
 Morocco  54k tonne
 Kasbah KAS?




TAnzania Uranium
Leader came from US uranium Cameco
Uranex UNX?










5 Oct 2010

ESG - wait till go up 85-90c
STO - buy when rebound from 12.30 to 12.50
AMP - ROE 40.50 54.80 27.00 29.50, wait for technicals
TGA - sell when below 1.40
TIS - buy when breakout 25
CUV - sell when close under 19

TZL - wait for break above 50c
VLA - wait for break above 35c
POH - wait for break above 11c


CMC Market allows a simple filtering system.
- ROE > 15%
- Debt / Equity < 0.5
- Market Cap < 100,000, 000
- 5 yr avg annual return > 10%
- Net Profit > 10,000,000

the results from the filtering were:
TBR - Tribune Resources NL
TWD - Tamawood Limited

Australian Property Bubble

This is blog about the sharemarket and in particular stocks and trading methods. No I have not gone off the rockers in writing this blog article about the Australian property market. So why am I writing about the property market? Few reasons are:
- the Australian economy is partly sustained by the booming property market, not just the resources sector.
- the Australian banks with huge exposures to property market are highly vulnerable if there is a bursting of the property bubble. If the banks suffer, the rest of the economy will follow.
- Usually the property market lags the sharemarket, so why bother with predicting a property market crash? The fact is that is already happening. The sharemarket seems to be highly volatile and can fall significantly any day now. Throughout this time, the property market data has shown signs of easing and more commentators have begun to write about this. Although the sharemarket may fall first, the downturn momentum pulling the property market with it (like being tied with a rock thrown into the sea) will mean the effect on the Australian economy will be so much worse before it can get better.

There are many more people who are more qualified in commenting on the property market and the economic drivers than me. The main goal of this blog article is to collect news articles regarding the slowing property market and general economy. The number of articles have increased recently.


Housing starts up in smoke
Peter Martin  May 17, 2011
HOUSING approvals have collapsed to a 10-year low, falling 12 per cent between December and March and sliding 9 per cent in Victoria.
While the Queensland floods contributed to the fall, Bureau of Statistics figures released yesterday show that, excluding Queensland, nationwide approvals fell 11 per cent.

Real estate slump will leave banks in pain, too

May 17, 2011

More an orderly retreat than a rout. Australian real estate, long the subject of global concern, bears all the symptoms of a market that simply has run out of puff.

Ever since America's housing bubble burst in 2007, setting off a chain reaction in Britain and across Europe - which then infected the global financial system - international pundits have been warning of a similar catastrophe here.

Endless boom a shaky theory and China's economy is likely to stall
The Australian May 16, 2011 12:00AM
A MEMBER of the Coalition's leadership team says China's economy will stall in the next year and the resulting commodity price plunge will push the budget deficit back to $30 billion or more.


Housing finance falls to 10-year low
AAP May 16, 2011 12:26PM
THE number of home loans approved in March fell to a 10-year low, dragged down by the Queensland floods and by the November rate hike. The number of home loans approved in March fell 1.5 per cent, to a seasonally adjusted 44,968, its lowest level since February 2001. Economists' forecasts had centred on a 2.0 per cent rise in housing finance commitments for the month.