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Share Research

Discussion in 'Other Asset Classes' started by alexm, 29th Oct, 2015.

  1. alexm

    alexm Well-Known Member

    Joined:
    18th Jun, 2015
    Posts:
    305
    Location:
    Sydney
    For the share investors among us, where do you get your stock research form? Are there newsletters that you subscribe to for ideas?

    Trying to find some good share research sources.

    Thanks
    Al
     
  2. The Falcon

    The Falcon Well-Known Member

    Joined:
    18th Jun, 2015
    Posts:
    957
    Location:
    Sydney
    Depends what you are interested in, for quality/value type approach Morningstar isn't bad. I get Deutsche Bank research which is at another level but its client only. Really though, they are handy for financial analysis (discounted cash flow and the like) and maybe the odd idea, while providing industry competitive analysis and the like. They aren't going to make you rich, but can be interesting.
     
  3. cdchi1

    cdchi1 Well-Known Member

    Joined:
    12th Oct, 2015
    Posts:
    87
    Location:
    Elwood
    The best research is your own imo. I had a horrendous first couple years investing in the sharemarket, following 'hot tips' such as ones promo'ed by newsletters, cabbies etc.

    After that I just stuck to my own research, entirely from company announcements and my own industry and economic analysis.

    The hardest thing I found was finding stocks to research. In the end, five things that I found critical for this were:

    1. Picking a single sector and sticking to it. For mine its junior speculative resource companies. The more specific the better imo, for example in my sector I could limit myself to one or more of gold, copper, base metals in general, specialty commodities such as graphite and lithium.

    2. Initially, finding a quality full service broker who specialises in the particular sector you've identified. After a few years you will probably be comfortable enough to go it alone.

    3. Meeting professionals working in the sector you've chosen. For example, in mine it would include professions like mining engineers, resource estimators, drillers etc.

    4. Identifying industry trends that could benefit certain companies in your chosen industry before the market recognises it then finding the best company(ies) in your sector for that trend. As an example, I'm a big believe in electric cars and also battery power storage (for homes etc). Lithium ion and vanadium redox batteries contain a large amount of graphite. So I invested in a junior graphite company way back when it was sub 10c because it was shaping up as having the best graphite deposit globally. It's now around $3, and did get as high at $6.

    If you decide to go the personal research route, you might also want to get a copy of Peter Lynch's "One up on Wall Street".
     
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  4. D.T.

    D.T. Adelaide Property Manager Business Member

    Joined:
    13th Jun, 2015
    Posts:
    5,589
    Location:
    Adelaide, SA
    Have a read of Value.Able by Roger Montgomery. I found it to be excellent for figuring out for myself which companies are good or bad, then buying the good ones.
     
  5. S1mon

    S1mon Well-Known Member

    Joined:
    18th Jun, 2015
    Posts:
    258
    Location:
    canberra
    strongly dislike RM!! salesman

    http://www.fool.com.au/ is ok for some light hearted high level reading each day / ideas (just hit refresh when u see the 'to keep reading' crap)