Mockingbird Investment – Page 7 – Better returns through sharing ideas

November 5, 2021

Quiet Contrarian. Ep 22: Trades for October 2021.

Another busy month, we’re getting close to reopening, with vaccines hitting the magical 80% target and the states setting roadmaps for reopening. I’m starting to get out of things that are linked to reopening, and I think are already overvalued. Buys No buys this month. Sells Shaver Shop Group – SSG.ASX – I initially bought these guys on a recent dip,...

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October 6, 2021

Quiet Contrarian. Ep 21: Trades for September 2021.

That was a busy month, lots of stock movements and lots of buying and selling. Guess the institutional investors were mucking about in the market quite alot. Buys DGL Group Ltd – DGL.ASX – These guys have been making waves in the industry. They’re making a big play for the chemical industry in Australia and have been on a major tear...

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September 2, 2021

Quiet Contrarian. Ep 20: Trades for August 2021.

Nothing to see here. Go read a book.

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August 3, 2021

Quiet Contrarian. Ep19: Trades for July 2021

Buys Tassal Group – TGR.ASX – Have written about Tassal a few times. I think they’ve got ~10% base growth, with a 5% dividend, and a potential chaser of 2-3% efficiencies. On top of that the salmon price is rebounding, but this hasn’t caught up to the share price yet. Sells Mineral Resources – MIN.ASX – They’ve had a stellar run since...

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July 6, 2021

Quiet Contrarian. Ep 18: FY21 Reflection

Overall update – Story of the year This was a bumper stock market year, with both the US and Australian markets hitting all time highs and posting some record gains (The All Ords was up almost 30% this year!). It’s primarily driven by record low interest rates driving up valuations, and lots of new investors/traders starting their equities journey driving...

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July 2, 2021

Quiet Contrarian. Ep 17: Trades for June 2021

Just one buy this month… Buys Shaver Shop Group – SSG.ASX – Omnichannel retail, growing well into Grooming products primarily focused on Men, but trying to become more attractive to women (this will probably take a while, their stores are not attractive to the ladies from my read). Extremely well managed, though a relatively low margin business (5-8%). They definitely benefitted...

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June 2, 2021

Quiet Contrarian. Ep 16: Trades for May 2021

Busy month. Buys Appen Limited – APX.ASX – Appen has been hammered recently, with the recent budget cuts. The price was hit hard when the CEO made some unclear comments about their business at conference. There are still a number of uncertainties about how well the business will perform in the coming years. NRW Holdings – NWH.ASX – Cyclical play. The macro...

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May 6, 2021

Quiet Contrarian. Ep 15: Trades for April 2021

Back to a more normal state of affairs. Buys Regis Resources – RRL.ASX – They’re doing a capital raise for the purchase of 30% of the Tropicana Open Pit mine from IGO. Consensus on the acquisition has been mixed: Bulls say there’s upside as more gold will be found. Bears say they overpaid for the gold that’s there. Over the mid...

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