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  • Why this jerk might buy a little platinum | Doddsville
    perhaps still interesting Platinum like gold might be inert But it s not useless and thus may have more genuine intrinsic value than gold which tends to laze around in bank vaults for the most part Platinum has quite a few important industrial uses such as in catalytic converters Also it s interesting to note that platinum is currently cheaper per ounce than gold This may be a function of the high gold price rather than a low platinum price but it is certainly not the normal state of affairs As recently as early 2008 platinum was twice as expensive per ounce as gold Platinum has only been cheaper than gold on a few short occasions in the past forty years mid 70s 82 85 and today Don t take this as investment advice I really have no idea if platinum is currently cheap nor any idea where it might head next I have no inkling of how usage of the metal might expand or contract in the coming years if you have thoughts please share them below But if you re a nutter anyway and are already looking at precious metals platinum might be worth a look too VN F 1 9 20 1166 please wait Rating 3 8 5 13 votes cast Why this jerk might buy a little platinum 3 8 out of 5 based on 13 ratings This entry was written by Jason Prowd II posted on at 5 00 pm filed under Gareth Brown Resources and tagged gold Kerr Neilson platinum precious metals Bookmark the permalink Follow any comments here with the RSS feed for this post Post a comment or leave a trackback Trackback URL Doddsville podcast 8 November 2012 Previous Entry David Jones forgets it s 2012 Next Entry 9 Responses Add Yours Discussion craig said Posted November 12 2012 at 8 51 am are there platinum EFTs like gold EFTs Reply Small Time Trader Reply November 12th 2012 at 12 25 pm ETPMPT is the code for physical Platinum I have always been a little interested in Platinum for the same reasons as Kerr Nielson the potential issues in both South Africa and Russia but have never purchased any physical This article has agin sparked my interest to research a little further Reply Malcolm Badgery Reply November 12th 2012 at 3 47 pm ETPMPT seems to be traded on ASX Link to a Fact Sheet http www etfmate com au sites etfmate com au files ETFS 20Fact 20Sheet 20Physical 20 20Platinum 20 20Australia pdf Reply Dan said Posted November 12 2012 at 11 04 am Interesting topic i would be interested to hear Gaurav s thoughts no offence Jason Reply Jason Prowd II Reply November 12th 2012 at 11 06 am None taken but Gareth actually wrote the article Reply Gareth Brown TII Reply November 12th 2012 at 12 15 pm Understandable issue Dan I was locked out of the administration system Friday and so asked Jason to publish this on my

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/why-this-jerk-might-buy-a-little-platinum/ (2013-02-03)
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  • Kerr Neilson | Doddsville
    This blog is where they share their thoughts and gather feedback about their ASX research at Intelligent Investor Search Connect with us Recent Posts The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap 25 Uncategorized

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/kerr-neilson/ (2013-02-03)
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  • Platinum | Doddsville
    origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap 25 Uncategorized 11 Value investing theory 7 Wayne Jones guest contributor 1 About Nathan Bell research director works alongside Gareth Brown James Greenhalgh and Gaurav Sodhi This

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/platinum/ (2013-02-03)
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  • Adapt: Why success always starts with failure by Tim Harford | Doddsville
    to a flame are drawn to the one best idea our minds can conceive We plough right into that idea We hate failure and punish those who admit to it or embrace it Tim Harford s book argues persuasively that our natural tendencies are greatly misguided in an increasingly complex world Success actually comes from trial and error lots and lots of error We rarely anticipate the best solution to complex problems with our first conclusions else we d all now be talking about the successful Soviet model Instead the best solutions come from a Darwinian ideas lab Evolution itself works by offering up a huge number of mutations over time the great bulk of which fail and die off only a minute percentage of mutations confer a survival advantage and then flourish The best solutions to many problems tend to come from isolated Galapagan islands of innovation where small frequent failures are allowed and encouraged Harford offers three simple principles that are crafted from evolution and named after executed Russian engineer Peter Palchinsky 1 Variation seek out new ideas and experiment 2 Survivability ensure that the scale of experiments is small enough that no failure leads to catastrophe 3 Selection seek feedback cull mediocre and bad ideas learn from failures The book outlines past successes from unconventional approaches in far flung corners of the Iraq war bottom up successes that contrasted vividly with the disastrous top down approach being implemented by Washington at the time and also in the design of the Spitfire that turned World War II and elsewhere It also looks at top down failures like the 2010 BP Gulf of Mexico oil spill Harford also suggests better frameworks for tackling issues as overwhelmingly complex as financial system fragility global warming and poverty In short don t look for the big idea experiment widely and let the right idea s find you The book is a great read and might reshape the way you think about both success and failure VN F 1 9 20 1166 please wait Rating 4 7 5 11 votes cast Adapt Why success always starts with failure by Tim Harford 4 7 out of 5 based on 11 ratings This entry was written by Gareth Brown II posted on at 9 35 pm filed under Gareth Brown Opinion Review and tagged Adapt Why success always starts with failure book review evolutionary thinking Tim Harford Bookmark the permalink Follow any comments here with the RSS feed for this post Post a comment or leave a trackback Trackback URL Doddsville podcast 11 October 2012 Previous Entry The shrinking of Big Oil Next Entry 1 Responses Add Yours Discussion mat said Posted October 18 2012 at 8 10 am A book that I have read that may be similar and was great reading is Being Wrong by Kathryn Schultz Reply Leave a Comment Your email is never shared Required fields are marked Your Name Email Website Optional Your Comment Click to cancel reply Intelligent Investor

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/adapt-why-success-always-starts-with-failure-by-tim-harford/ (2013-02-03)
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  • Adapt: Why Success Always Starts With Failure | Doddsville
    feedback about their ASX research at Intelligent Investor Search Connect with us Recent Posts The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap 25 Uncategorized 11 Value investing theory 7 Wayne Jones guest contributor 1

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/adapt-why-success-always-starts-with-failure/ (2013-02-03)
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  • Share your best stock ideas with us | Doddsville
    pm Hi Gareth There is not a buy recommendation that does not have warts of some description Every one of II s buy recommendations are subject to weaknesses ie WHG and its new compensation program or QBE and its reinsurance credibility The last time I highlighted a stock to II it was Talent 2 TWO and it doubled in value two weeks later It had warts as well I just look at all the things II emphasise and I think GOW matches that criteria As in all investments time will tell But I don t think that Gow s property purchases have to be compared to its historical equity portfolio What matters to me is it a good investment now I m a great sceptic but sometimes I have to over rule my concerns when the odds appear to be in my favour Hope I m right Dave Reply Gareth Brown TII Reply October 2nd 2012 at 10 51 pm Oh no problems with some warts David as long as we re being adequately compensated I ll do my best to look at GOW with fresh eyes on Friday David Steinbeck Reply October 3rd 2012 at 8 45 am Gareth Your views on Gow will be highly appreciated Dave Jason Prowd II Reply October 4th 2012 at 8 56 am I had a quick look Gowing a month or so back It looked interesting on first inspection but on deeper investigation wasn t as cheap as it first appeared It is on my list to brief over the next month Reply David Steinbeck Reply October 4th 2012 at 6 37 pm David Steinbeck Thanks Jason I like being kept in suspense I hope when you dig deeper and deeper it will get cheap again Dave Reply Jason Prowd II said Posted October 2 2012 at 12 26 pm Some great responses Keep em coming Reply Richard said Posted October 2 2012 at 1 32 pm One more market cap just over 100m INA Previous ING Real Estate Community Living NAV at 30 Jun 12 of 0 34 Currently trading at 0 26 Recently internalised management Making good some acquisitions Sold NY properties Once funds received management will consider a buyback Steve has it in the Intelligent Investor Value Fund already Reply Jason Prowd II Reply October 2nd 2012 at 2 42 pm Thanks Richard Reply Malcolm Badgery Reply October 2nd 2012 at 3 14 pm I think Ron Brierley has built up a stake in INA through his latest vehicle MVT He seems to have a good nose for value Reply Gareth Brown TII Reply October 2nd 2012 at 7 27 pm Just sneaks past the market cap cutoff I have looked at INA in the past but the upside to the property valuations is a bit of a black box to me Jason understands it better and so I might get him to take another look See Jason s excellent and perhaps underappreciated Investor s College article on How to value retirement property for an understanding of why INA s NTA isn t as simple as looking at say a retail or commercial property trust http bit ly SzDRRz But thanks for the suggestion and I ll make sure Jason has at least another glance at the stock It certainly still looks cheap at first glance Reply Malcolm Badgery said Posted October 2 2012 at 2 55 pm Service Stream SSM I came across SSM when I was looking for stocks paying dividends but with a relatively low PE ratio It looks as though it had a difficult time in 2008 and 2009 but is on its way back It has started paying dividends again albeit rather moderate It has 97 8 million in Accrued Income which makes its Operating Cashflow look worse than it is It has lost its Telstra work but it looks as though it will continue to do well from NBN and smart meters and mobile communications all of which sound to me as though the company can expect to grow its revenue and maybe its net margin It has a fair bit of debt relative to market cap but it looks as though management intends reducing this quite aggressively The directors and auditor have not seen fit to write down the value of its intangibles so they must see value on a DCF basis Shareholders include Thorney Maple Brown Abbott and Gandel Springwest none of whom I imagine would be interested in a dodgy operation or fly by nighters Even with limited earnings growth but increasing dividend payout ratio this could easily be worth 1 00 Book value is 0 95 I now have 368 676 shares but don t let that put you off Shares on Issue 283 400 00 Share Price 0 38 Market Cap 107 692 00 Op Revenue 592 000 00 NPAT 18 602 00 Cashflow from Ops 15 960 00 EPS 0 0656 Cashflow per share 0 0563 DPS 0 02 PE Ratio 5 79 Div Yield Fully franked 5 26 Book Value per share 0 96 Reply Gareth Brown TII Reply October 2nd 2012 at 7 30 pm Just sneaks past the market cap cutoff too Thanks for the suggestion and for submitting your reasoning Malcolm It s now on my list Reply Matt said Posted October 2 2012 at 3 59 pm RFG I think you have looked at it in the past and been put off by the debt and possibly just because it had not been around very long They seem to be very good operators and have consistently delivered Reply Gareth Brown TII Reply October 2nd 2012 at 8 06 pm Thanks for the suggestion Matt I notice that RFG went into trading halt today wonder what that might be about capital raising another acquisition I must admit I find their strategy of managing 7 different franchise brands a little perplexing I suppose they ll claim expertise at managing franchise brands generally but history suggests that focus is important here and they might be stretching thin As far as chain pizza outlets are concerned I m quite partial to their latest addition Crust though they re prices aren t really chain so they should be better What I wonder about is price is 7x EBIT cheap enough for a QSR brand and cheap enough to justify the extra debt I ll take a closer look Friday Thanks for the tip Reply Matt Reply October 2nd 2012 at 8 58 pm Yes trading halt today was in regard to Crust acquisition And yes they claim expertise at managing franchise brands along with supply chain benefits of owning multiples Price is up recently I am pretty sure only a month or so ago it was closer to 2 50 Their growth record has been good to date Reply Jason Prowd II Reply October 4th 2012 at 8 59 am Hey guys I also had a look at RFG I agree it looks interesting although the share price has crept up a bit over the past month or so In general the business looks pretty interesting It s all fairly clean it does a good job of covering NPAT to FCF and does so at outstanding margins Happy for you to have another look G perhaps we can compare notes afterwards norm fry said Posted October 2 2012 at 4 11 pm BWP is it too tied to wesfarmers IMF litigation seems to be the way of the future Reply Gareth Brown TII Reply October 2nd 2012 at 8 30 pm Thanks for the suggestions Norm I ve never quite understood the appeal of BWP but I think it might be time to look at it with a fresh set of eyes in case I ve missed something It certainly has eclipsed the broader property trust market over the years I wonder if there s something special I m missing Comments welcome I ve looked at IMF a few times over the years It s a necessarily lumpy business but I like management who are taking something of a value investor approach to legal funding Will take another glance Friday Reply Din Reply October 2nd 2012 at 10 08 pm Try and crack that nut which is the IMF business model where others have tried and given up I ve been a longtime investor and can say that the share price has not reflected the track record of the business and management for the past 5 years only the volatility of its earnings Reply Jason Prowd II Reply October 4th 2012 at 9 02 am I had a look at BWP back when it was trading around 1 75 I d say the yield is a bit too low now It has a very similar structure to LEP so G it would probably make sense if you had a quick look Reply Glenn G said Posted October 2 2012 at 4 41 pm Not a stock but as a theme I would be interested in an in depth look at either retail or media stocks The comments on a recent podcast about Fairfax had me thinking about hidden value in these types of stocks Reply Jason Prowd II Reply October 4th 2012 at 9 04 am Thanks for the suggestion Glenn I agree retail is starting to look interesting and I have a bunch on my list that I m keeping an eye on though nothing is looking screamingly cheap yet But value is starting to emerge It s a difficult one because it is hard to separate the structural from the cyclical declines in the industry Reply Joyce said Posted October 2 2012 at 6 35 pm I think it s time you looked at Navitas NVT Reply Gareth Brown TII Reply October 2nd 2012 at 7 03 pm Thanks for your suggestion Joyce We did look at Navitas fairly recently see http bit ly SjQo1E members only sorry Any particular argument as to why we should reconsider Reply Karl H said Posted October 2 2012 at 7 06 pm Collection House CLH might be worth a look as debt collectors seem to have done better than the iron spot price of late like CCP for example Disclaimer I own these 2 stocks and my woeful timing pretty much makes up for my superstar timing on various amateurish purchases given that I dont own a watch and know little about timing Reply David said Posted October 3 2012 at 9 29 am Gaurav might like to look at Central Petroleum CTP They announced yesterday a 150m farm in deal with Santos and hold exploration rights over an area the size of most of western Europe Also now have an oil discovery at Surprise the first to produce oil to surface in central australia in decades and may finally be turning the corner post a big management bust up into a rising future mid tier producer explorer Reply Henry said Posted October 3 2012 at 10 15 am How about FKP Jason did an initial analysis on this on Dodsville a while ago and they seem to be progressing in terms of the strategy foreshadowed by Jason as being to catalyst to unlock value Reply Paul said Posted October 3 2012 at 1 40 pm Thorn Group TGA although not as much as 6 months ago as the price as run up a bit I quite like the very low debt levels and the recurring nature of the contracts they hold I think of it as has some aspects of a financial services business but not as leveraged and a retail theme as well Reply Alvise Peggion said Posted October 3 2012 at 2 41 pm LNC 0 65 big upside low downside Being an energy stock it is one for Gurav Four divisions 1 Oil and Gas 2 Clean Energy 3 Coal 4 Shale Gas 1 and 3 worth more than current market cap debt at current price get 2 and 4 as a free option Risk all cashflow from 1 and 3 reivested in 2 with 2 failing to deliver Reply Jason said Posted October 3 2012 at 3 36 pm PEA Pacific Energy Ltd disclaimer I hold shares in PEA Mining services power generation and related infrastructure growing organically and by acquisition Strong EPS growth and momentum Myriad expansion opportunities domestically and internationally Low risk tied into long term contracts with blue chip customers sustainable competitive advantage technology management vested interests Recently simplified debt equity structure Reply Stephen Mattani said Posted October 3 2012 at 4 05 pm My single nomination is Tassal ASX code TGR It has finished a large internally not via takeovers capital intensive build in scale that has successfully lowered unit costs It has improving financial metrics where management is using cashflow to pay down its modest debt I like its exposure to food particularly protein It s currently suffering mild margin compression through import competion principally from Denmark Canada but I like the upside optionality that s on offer from a lower Australian dollar which would greatly add to domestic margins market share It s cheap now though currently not screamingly so Reply Jason Prowd II Reply October 4th 2012 at 9 08 am I think Tassal could be interesting I had a brief look a few months ago and roughly concluded the same thing I especially like the point about the currency well put G I d say this is worth adding to your list Reply Paul S said Posted October 4 2012 at 7 06 am 1300 Smiles ONT Has long been of interest because of the business model low debt good ROE but have never quite felt the price was right Would be interested in your thoughts Reply Jason Prowd II said Posted October 4 2012 at 11 14 am Here s another one that a member just sent in Hello Can you comment on the Ethane Pipeline Stapled EPX It has a high dividend yield and would appear to be a stable earner Reply Paul Reply October 4th 2012 at 1 23 pm I would also be interested in EPX The difficultly I have had in looking at it before is that the piepline is a single purpose asset with a single customer Qenos who management notes in presentations etc is locked in via a contract till 2030 which seems ok until you read page 37 of the PDS issued in 2006 which notes that after 2010 the contract can be terminated by Qenos at any time with just 12 months notice and with no apparent financial penalty At the time of the PDS management provide some comment on why they think Qenos won t do this but since that time the annual reports and investor presentations are silent on this risk and there does not seem to be any further management comment I m not sure if this means the risk has been dealt with some other way or simply that management is crossing its fingers and hoping for the best Would be very interested in your thoughts Reply Gareth Brown TII Reply October 4th 2012 at 7 10 pm Thanks Paul a new stock to me And thanks for highlighting the contract risk I ll definitely take a look Reply David Reply October 5th 2012 at 1 14 pm There is risk that Qenos might break contract Perhaps less obvious is the risk that the supply of the ethane from the Cooper basin dries up as it might be better to sell it to a Gladstone LNG plant Paul Valentine said Posted October 4 2012 at 2 33 pm Hi there Have often wondered why II does not cover the LIC BKI investments and include it in the Income Portfolio especially given you follow Soul Patts and Brickworks BKI run by Milners 5 plus franked dividend price around 10 below NTA New Hope only 10 of assets It continued paying dividends right through the the GFC Part 1 and ate Huntley Investment Corp at the same time Reply Gareth Brown TII Reply October 4th 2012 at 7 02 pm We just don t find a 10 discount actually a 4 discount on a post tax basis all that compelling We also find the portfolio a little bank heavy and the 10 weighting to New Hope seems out of place an index like fund with one 10 bet on a coal miner That said it s well run has a low management expense ratio 0 18 comparable with the likes of Argo and AFIC It s probably a useful alternative to an index fund for long term conservative holders We might consider covering it Thanks for the suggestion Paul Reply Irvine Hay said Posted October 4 2012 at 7 41 pm CFU they just scrap into your 100M market cap They manufacture a small scale unit which converts gas into electricity hot water Although still in the cash burn phase of their development they have been steadily increasing sales and revenue over the last few years They have a good idea which is now bing commercialised and has a pretty good market appeal in the current carbon concious world esp in Europe They are attracting subsidies from local eletricity retaillers and increasing feed in tarrifs The unit is likely to be cost effective for residential homes as the price comes down over the next year or two Reply Gareth Brown TII Reply October 4th 2012 at 7 55 pm Not by my calcs I make the market cap 95 6m at today s close I might have made an exception but CFU is well outside my circle of competence I like the idea of decentralised electricity production for several reasons but a cash burning situation that relies on my assessment of their technological edge to grasp whether it will turn profitable and make enough profit to justify today s price It s just not

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/share-your-best-stock-ideas-with-us/ (2013-02-03)
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  • Intelligent Investor Share Advisor | Doddsville
    with us Recent Posts The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap 25 Uncategorized 11 Value investing theory 7 Wayne Jones guest contributor 1 About Nathan Bell research director works alongside Gareth Brown James

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/intelligent-investor-share-advisor/ (2013-02-03)
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  • Stock Ideas | Doddsville
    Jason Prowd This blog is where they share their thoughts and gather feedback about their ASX research at Intelligent Investor Search Connect with us Recent Posts The origins of Passport Capital 15 568 days to the end of oil The worst deal I ve ever seen Doddsville podcast 20 December 2012 Best books of 2012 Recent Comments James Carlisle II commented on 15 568 days to the end of oil Samson commented on Harvey Norman crisis approaching David commented on 15 568 days to the end of oil James Carlisle II commented on 15 568 days to the end of oil Nick Earls commented on 15 568 days to the end of oil Links Bristlemouth Gravy Train How To Invest Intelligent Investor Value Fund Walnut Report Authors Select Category Banking 3 Currency 5 Debt 9 Doddsville Podcast 36 Featured 4 Gareth Brown 48 Gaurav Sodhi 67 Greg Hoffman 27 International investing 10 James Carlisle 3 James Greenhalgh 56 Jason Prowd 18 John Addis 3 Lists 3 Macro environment 16 Management 21 Nathan Bell 43 Opinion 42 Portfolio management 7 Property 1 psychology 8 Resources 21 retail 11 Review 2 Stocks 58 Strategy 9 Telecommunications 1 Tim Searles 1 Twitter Wrap

    Original URL path: http://blog.intelligentinvestor.com.au/doddsville/tag/stock-ideas/ (2013-02-03)
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