Author Archives:
Managed Accounts Trading Notification – Sale of FMG and NAB
Posted on August 10, 2010 by admin
Yesterday we sold our holdings in both Fortescue Metals and National Australia Bank Continue reading »
New article published in 'The Bull' 2 Buy 2 Hold 2 Sell Recommendations
Posted on August 9, 2010 by admin
Good afternoon all, here is the link to Shawn’s latest article in ‘The Bull’. This week he, along with two other stock brokers have given 2 Buy, 2 Hold and 2 Sell recommendations of a variety of differnt stocks. Click here to read this weeks article. Continue reading »
Your returns don't excite me… a story about stockmarket returns and the value of compounding
Posted on August 4, 2010 by admin
Since March 2007 the ASX 200 including re-invested dividends has lost -14.78% while our Managed Accounts have delivered a return (net of fees) to our clients of +10.34% as at 30 June. (We’re up a couple of percentage points since then) How much more secure would you feel if your super balance was 25% higher than it is today? Continue reading »
If we were fund managers we'd be 'fund manager of the year 2010'
Posted on August 2, 2010 by admin
I read with some interest an article about the ‘2010 fund manager of the year’. While we do operate in the ‘managed funds’ space, what we offer isn’t strictly speaking a managed fund, never the less I wanted to read about what it took to be fund manager of the year. Continue reading »
Posted in Managed Funds
Tagged Managed Accounts, Managed Funds, managed investments, Managed Share Investments
New article pulished in the Bull – Stocks that are going cheap
Posted on July 28, 2010 by admin
In times like these, selective stock picking is key to unlocking value and minimising risk. Today, two analysts present six stocks they believe have the fundamentals to withstand further sharp downturns, while offering good long-term growth prospects. Continue reading »
Posted in Share Trading Recommendations
Managed Accounts Share Trading Notification – FMG Purchase
Posted on July 23, 2010 by admin
On Friday we purchased a position in Fortescue Metals Group (FMG) at just under $4.20 per share. The purchase brings our market exposure to around 70% with 60% of this amount protected with put options. Continue reading »
Managed Accounts Share Trading Notification – WPL Purchase
Posted on July 16, 2010 by admin
last Friday, the position in we held in Woodside Petroleum was re-purchased at $42.78 for our Managed Accounts. The rational behind this particular investment is the same as when it was first transacted on two months ago. WPL has a rising production profile and the price of crude oil and natural gas is expected to rise over the long term so the base fundamentals of WPL are very solid. Continue reading »
Managed Accounts Put Options Purchase
Posted on July 9, 2010 by admin
As it stands, the data coming out of the US and Europe is still very mixed, even after a 2 day rally in the DOW the market remains on tenterhooks. The story that has people’s attention can be summed up by a recent headline: “You can’t fix a debt problem with more debt”. Continue reading »
Managed Accounts 2nd Quarter Performance Update
Posted on June 30, 2010 by admin
A very quick update to let you know that our average performance for the quarter was -0.77%. Over the same period the ASX 200 index was down by -11.2%. This means we beat the index by 10.43% for the quarter … Continue reading »
Options Make Money – If You Manage Them Well
Posted on June 30, 2010 by admin
Options are powerful investment instruments, where both risks and returns can potentially be much greater than share trading. The trick is in using them to maximise upside, whilst limiting the downside. Forming a View on Market / Stock Direction Buying … Continue reading »
Categories
Archives
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- July 2009
- June 2009
- May 2009
- April 2009
- February 2009
- December 2008
- November 2008
- October 2008
- September 2008
- August 2008
- June 2008
- May 2008
- April 2008
- March 2008
- February 2008
- January 2008
- December 2007
- November 2007
- October 2007
- September 2007
- August 2007
- July 2007
- June 2007
- May 2007
- April 2007
- March 2007
Management Pty Ltd T/A William Shaw Securities.All Rights Reserved