Shares for Beginners

In this WEEKEND WATCHLIST I’m joined by Elio D’Amato from Spotee.com.au to discuss Charter Hall Long WALE ASX:CLW   Simply Wall St Summary : " Charter Hall Long WALE REIT is an Australian Real Estate Investment Trust (REIT) listed on the ASX and investing in high quality Australasian real estate assets that are predominantly leased to corporate and government tenants on long term leases....

As more people resume travel following the pandemic, demand for oil is expected to rise. The world will need more oil from the same companies currently being told to limit spending, as many investors shun the fossil-fuel industry. Today my guest is talking about the price of oil and what it all means. Kyle Macintyre from Firetrail Investments believes in spite of the move to green energy and elect...

When you made your first purchase of a share or ETF you would have received a welcome letter from a share registry. What's this for? More information in the blog post here  https://www.sharesforbeginners.com/blog/computershare     " What is a share registry? I think probably the easiest way to, to answer that is to use some other analogies. When you've got your license and you...

In this WEEKEND WATCHLIST I’m joined by Henry Fung from MF&Co Asset Management to discuss Breville Group ASX:BRG   Here’s a link to MF& Co’s research report https://mfam.com.au/research/breville-asx-brg/?ref=sfb   Simply Wall St Summary : "Breville Group Limited designs, develops, markets, and distributes small electrical kitchen appliances in Australia, New Zealand, North A...

In this WEEKEND WATCHLIST I was joined by Julian McCormack from Platinum Asset Management to discuss China Resources Land SEHK:1109  This is a link to Julian presenting at the ASX Investor Conference 2021 about this company: https://youtu.be/SkYPSTzM71A?t=25565   And here are the funds mentioned in the interview that invest in this company https://www.platinum.com.au/Our-Products/Pr...

And so the story continues with the Black Monday Crash of 1987 through to the tech boom, Y2K bug and the year 2000. By the way you can catch Kenny on ausbiz tv where he appears regularly. "These big Americana blue chip names got absolutely hammered. And so thus the Dow fell, you know, 22 and a half percent, the S&P that fell. It was horrendous. I'll never forget it. Again as I tell the st...

In this WEEKEND WATCHLIST I was joined by Mark Monfort from New Era Analytics to discuss  BetaShares S&P/ASX Australian Technology ETF (ASX:ATEC)  Here’s a link to find out more about this ETF https://www.betashares.com.au/fund/sp-asx-australian-technology-etf/ Mark Monfort is the founder & CEO of New Era Analytics, a company dedicated to helping others by turning their raw data...

So, I’m searching around for my next guest and I come across this guy, Kenny Polcari . I’m looking at this guy and I’m thinking – he’s been on the New York Stock Exchange for like 40 years. He might know a thing or two. I normally try and keep interviews to 30 minutes but after 30 minutes we hadn’t even reached 1987. I love war stories and Kenny’s been there on the frontline on a bayonet charge th...

In this WEEKEND WATCHLIST I was joined by Mark Tobin from Coffee Microcaps to discuss  Shriro (ASX:SHM)   You can find out more about Mark and Coffeemicrocaps at  https://www.coffeemicrocaps.com/about-us or follow on Twitter at https://twitter.com/CMicrocaps/   Simply Wall St Summary : " Shriro Holdings Limited, together with its subsidiaries, manufactures and distributes kitch...

Nathan Halliday is the Country Manager of Zipmex a crypto exchange that is servicing the needs of people who want to learn more and to buy cryptocurrencies. I’ve been avoiding talking about crypto currencies for most of this podcast series. It’s difficult for me to find a way of explaining them without going down the rabbit holes of block chain and distributed ledgers, but today we have a go...

In this WEEKEND WATCHLIST I was joined by Damian Cottier from Perennial to discuss Janison Education (ASX:JAN) You can find out more about the IMPQ ETF that Damian mentions at this link: https://einvest.com.au/impq Simply Wall St Summary : " Janison Education Group Limited engages in licensing, hosting, and supporting online student assessment and e-learning software solutions in Australia and int...

Mark Monfort is the founder & CEO of New Era Analytics , a company dedicated to helping others by turning their raw data into powerful and actionable insights. An example is ETF Tracker which shares interactive analysis of Australian ETFs. https://www.neweraanalytics.com.au/   https://www.etftracker.com.au/ Episode blog post: https://www.sharesforbeginners.com/blog/monfort "Some people mi...

In this WEEKEND WATCHLIST I was joined by Claude Walker from A Rich Life to discuss Energy One (ASX:EOL) "This is a company that's been put together with acquisitions by energy industry veterans in Australia" Claude Walker from A Rich Life https://arichlife.com.au/ Simply Wall St Summary : "Energy One Limited provides various software products and services to wholesale energy, environmental,...

Al Bentley is the founder and CEO of Simply Wall St , a Sydney based start-up helping transform the way everyday people around the world invest, by empowering them to understand complicated financial data and make better, non-emotional decisions. Simply Wall St has over 3 million customers in 170 countries and the platform covers all global markets. Al is a self-taught stock investor who like many...

In this WEEKEND WATCHLIST I was joined by Andrew Page from Strawman Investing to discuss EROAD (ASX:ERD). "EROADS is basically dragging the trucking industry into the 21st century." EROADS on Strawman https://strawman.com/reports/ERD/all Simply Wall St Summary : " EROAD Limited provides electronic on-board units and software as a service to the transport industry in New Zealand and internatio...

Elio D’Amato has had a distinguished career over 2 decades in the finance sector and your experience spans equities research, fund management and business ownership. Elio is also a renowned market commentator both domestically and internationally. He is a regular contributor to the Australian Financial Review, ABC Radio and TV as well as being the Host of Spotee TV. Episode blog post: https://www....

Welcome to this first episode of Weekend Watch list. These episodes are designed to take a deep dive into a company and why it might be worth putting on your watch list. It's not a recommendation to buy, but a way of learning how the experts go about screening for value. Michael Dee from Pythagoras Investing joined me to talk about the price of iron ore and the effect on our biggest producers BHP,...

Mark Mitchell is a Director of Daintree Capital , a boutique investment management company specialising in building fixed income credit portfolios. I know that I go on about this, but it's really important to understand that there are different kinds of asset classes that you can invest in. Shares are not the only way. Mark explains everything about bonds. They are loans to governments or corporat...

Important terms to understand in investing are the words "Commodity" & "Commodification". Scott Phillips from the Motley Fool was a recent guest and explained these concepts and why you should be aware of them in making informed investing decisions. Link to the full episode: https://www.sharesforbeginners.com/blog/motley Portfolio tracker Sharesight tracks your trades, shows your true performa...

Well this was an unexpected chat. I had my list of questions which we both ignored while Adam explained risk management. Adam Turk is the CEO of Harbourside Capital and he generously explained how they have a process of choosing shares to invest in while managing the risk that they will be wrong at times. I met Adam on Twitter where we both seem to follow the same FinTwitterers and laugh at the sa...

The Australian Shareholders’ Association's Annual Investor Conference is going live on May 31-June 1 . It's the only place where you can hear directly from the Chairs of Commonwealth Bank, BHP, Telstra and Woolworths plus CEO’s of Fortescue Metals, Origin Energy, Sonic and the CFO of AGL. It's 2 full days of networking, buffet lunches, morning and afternoon teas, cocktail reception and investment...

The finance industry has many moving parts, many of them hidden from the view of ordinary investors. Simon is a Senior Vice President at Singapore Exchange where he works with indices, and before that he was at S&P Dow Jones Indices. This means that he directly works in the creation of indices on which ETFs are based. Episode Blog Post: https://www.sharesforbeginners.com/blog/karaban "If...

Tony's been on the podcast several times and I always enjoy our chats. We started this discussion with one of my rants about how before doing anything, beginners need to understand who they are. Learning how to become an expert stock picker is not something that happens overnight. It takes years of learning, expensive experience when you will be making costly mistakes, managing risk, and dealing t...

An AGM is an opportunity for regular shareholders like you and me to hold directors to account. Fiona Balzer works tirelessly organising the volunteer company monitors of the Australian Shareholders' Association. ASA has a dedicated team of company monitors who meet with company chairs and directors to discuss issues of importance to retail shareholders. ASA monitors prepare voting intentions, hav...

Camilla Love is the founder and Managing Director of ETF provider eInvest. In this chat we spoke about: Why you should consider actively managed ETFs as part of portfolio How certain sectors require active rather than passive management Allocating some of your portfolio to different asset classes Camilla's work with Future Females in Finance Link to the blog post:  https://www.sharesforbeginn...