Noosa Waters Share Investing

The following post is from Marcus Today. Insiders club are "hot tips" from members. For them to "highlight it" there has to be tangible substance to the recommendation. Henry Jenkins from Marcus Today then does additional research before it is featured.  - Most of the stocks are well on their way to establishing a profitable dividend paying business in the near term. I went into Stockopedia and did a comparison of MPW with GSW (our best performing stock in the Speculative Portfolio) and it stacks up very well on growth, revenue and eventually EPS. I should have mentioned it at today's meeting but I forgot. ----------------------------------------------------------------------------------------------------------- Good to see a few new insights from members on the Insiders Club. These are a great heads up for further research. So, in that spirit today I will have a look at MSL Solutions (MPW). Thanks to  Clarence Beeks  for that insight. ...

A At our next meeting I am going to propose we exit the bitcoin 'investment". As you will see from the following article, Bitcoin is a long way short of investment grade. It is more akin to dealing in a thieves bazaar    Oct 5 2017 at 11:00 PM  Cryptocurrency exchanges alive with chaos and hackers ·            Tech developer Dan Wasyluk, whose project lost 750 bitcoins when cryptocurrency exchange Moolah collapsed in 2014, poses for a portait in Gaithersburg, Maryland.  Joshua Roberts/Reuters Dan Wasyluk discovered the hard way that trading cryptocurrencies such as bitcoin happens in an online Wild West where sheriffs are largely absent. Wasyluk and his colleagues raised bitcoins for a new tech venture and lodged them in escrow at a company running a cryptocurrency exchange called Moolah. Just months later, the exchange collapsed; the man behind it is now awaiting trial in Britain on fraud and money-launde...

Still on the theme of "Things that don't waste your time" Steve Johnson of Forager Funds Management is one of the best performing investment managers in recent times. You could do a lot worse than mirroring his portfolio. His take on research is very interesting. He has no problems finding investment opportunities and his research which runs to 45 pages and takes 7 days, is about finding reasons why he should not invest. All great stuff! Link below https://youtu.be/IjS7v7JPyKQ

The following article appeared in MarcusToday last week. I am going to post two more topics on the same, theme of slipstreaming behind the best investment managers. FOLLOW THE BREAD CRUMBS Last week I wrote an article about three (there are ten) things that don't waste an investor's time. One of them was finding out what small and mid-cap Fund Managers are doing. So let’s look at what fund managers  are  doing (or have done). Off the Morningstar website you can search the best performing mid and small cap funds over various periods. 10 funds that turn up as some of the best performers over three and five years that have a 5 star Morningstar rating are listed below with their biggest listed Australian equity holdings. The holdings are listed by size of holding in the fund, biggest holdings first - this is basically about 100 stock picks from successful fund managers - there has to be some value in that: BT Wholesale MicroCap Opportunities  –ISU, RCR, BBN, RWH,...