Stocko-hub

1st Oct '12 by marben100

47 comments 16655 reads

Recent debate about moderation policies and the desirability of an investment hub set me thinking...

We each have our own favourite investment sites and we'd all like to make sure we don't miss anything that might be useful posted on any of them. Twitter is a very useful medium for alerting others about quality articles but suffers from one disadvantage: it is a transient medium and you can easily miss an article that you should have read. So, what we need is somewhere where all the links to "good stuff" can be found... well this may be it!

Let's try an experiment and post links to anything useful to our investment community here - whereever it's been posted. Please post the link with a brief description and, maybe, what you like about it, but keep it short, twitter stylee. Clearly there is a risk that this thread could be swamped by junk and spam but the voting system will help to highlight what is worth reading and what isn't and I do have the power to moderate spam. I also suggest putting an * after a link if accessing it may require membership, subscription etc. (e.g. FT articles, posts/articles on ShareSoc's member network)

So, if you come across a quality investment-related post/discussion/article, please cross-link to it here. Will be interesting to see whether this works. We can develop "rules" (if necessary) as this evolves. I have created a separate thread for Stocko-hub meta-discussion, so we can keep this thread "clean" for just investment links: http://www.stockopedia.com/content/stocko-hub-metadiscussion-68419/

Thanks,

Mark

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marben100

1st Oct '12

Comprehensive AGM report on City of London Investment (LON:CLIG) by Roger Lawson: http://sharesoc.ning.com/xn/detail/6389471:Comment:19538 *[ShareSoc members only]

2nd Oct '12

Thought provoking article on the demographic challenge to the US economy and explanation for the popularity of some current opinions ;0) http://www.economist.com/node/21563725

Some thoughts about the role and responsibility of auditors in financial malfeasance - from the POV of some highly qualified US accountants: http://blogs.smeal.psu.edu/grumpyoldaccountants/archives/779

Accords with my and other ShareSoc Board members' views, from our observations of the manipulation of accounts in some failed or failing UK enterprises.

PaulyPilot's daily smallcap blog, featuring: Walker Greenbank (LON:WGB) , William Sinclair Holdings (LON:SNCL) , Andor Technology (LON:AND) , Trinity Mirror (LON:TNI) and Indigovision (LON:IND) : http://paulypilot.blogspot.co.uk/2012/10/tue-2-oct-wgb-sncl-and-tni-ind.html?spref=tw

Some pretty grim analysis of the US economic situation: http://www.news-to-use.com/2012/10/new-view-2-october-2012.html

Too much emphasis on charts with dubious correlations for my liking, but lots of data to chew and some interesting EuroZone news/analysis at the end.

3rd Oct '12

Another well-researched article from behavioural finance specialist, timarr: http://www.psyfitec.com/2012/10/keynesian-investing-changing-facts.htm

On Keynes and his track recorrd and evolution as a value investor and lessons for us all, from his experience and results.

My one caveat is that the suggestion of a concentrated portfolio is unsuitable for the vast majority of investors. Most of us are overconfident about our knowledge of our favourite stocks and do not have the resources or insight of a Buffett or a Keynes to really know the risks we are taking by investing in an individual business. Anyone that invests purely based on numbers but runs a concentrated portfolio is running huge risks, as those heavily invested in bank stocks in 2007/8 found out.. See timarr's earlier article: http://www.psyfitec.com/2010/10/diworsification-is-good-for-you.html

Some excellent analysis of the Eurozone situation and Greek crisis from Avidya: http://boards.fool.co.uk/hi-wshak-you-wrote-you-have-to-look-beyond-the-12652786.aspx

This is interesting: http://ftalphaville.ft.com/blog/2012/10/03/1189771/chinese-property-is-baaaaack/ *[May require FT registration]

Apparent underbuilding in China has implications for forward commodity demand...

Another interesting post from Avidya on why he thinks HFT [high frequency trading) should not be regulated: http://boards.fool.co.uk/hi-dem-a-very-thought-provoking-and-insightful-12653150.aspx

It's a persuasive argument, but I'm not sure that HFT actually benefits anyone except the HFT traders and may deter other large market participants by worsening their execution, so I'm not convinced.

ShareSoc report on today's meeting at Victoria (LON:VCP) http://www.stockopedia.com/content/sharesoc-chairmans-blog-66211/?comment=150#150 - current Board has been ousted.

4th Oct '12

This is just surreal! http://www.ft.com/cms/s/0/edb12a4e-0d92-11e2-97a1-00144feabdc0.html *

Hedge fund seizes Argentinian naval vessel. So, maybe it is possible to collect defaulted sovereign debts... or does it constitute an act of war?!

Full report on Victoria (LON:VCP) AGM now available on ShareSoc member network: http://sharesoc.ning.com/xn/detail/6389471:Comment:19448 *

emptyend

Apparently it is contrary to the Geneva convention

5th Oct '12

V interesting blog post from Mark Taber (OldBoyReturns) on trading callable bonds: http://www.fixedincomeinvestments.org.uk/fixed-interest-blog/callingthetier1calls

10th Oct '12

Interesting piece on iron ore demand/prices: http://www.ft.com/cms/s/0/59330cfa-11fe-11e2-bbfd-00144feabdc0.html *

Paints a sightly rosier picture for the mining majors and offers a glimmer of hope in the current gloom & doom.

I may be winding this experiment up: http://www.stockopedia.com/content/stocko-hub-metadiscussion-68419/?comment=14#14

11th Oct '12

Fully understand that.

Don't assume that there is a lack of interest in the principle - but (for now at least) my own interests remain quite focused and material I find interesting will normally fit into a specific topic thread. That may change in due course.

AnonymousUser3343

14th Oct '12

Posted this on my KLG article thread but possibly this type of country mining research post and report link might be better on a generic link thread, if the Stocko-hub thread is to continue??

I have come across an excellent report on mining in Indonesia which is definitely worth a read if anyone is interested.

With the mining sector already contributing close to 7% of the Indonesia’s GDP (around 2% directly through KLG JV partner Freeport), the Government has designated the mining sector as one of its cornerstones in the ambitious effort of making Indonesia one of the 10 largest economies in the world!

There is long way to go before attracting serious new mining investment in Indonesia and this report helps set the scene and provides a very good bases research including the 2009 Mining Law. The 35 page Engineering and Mining Journal report also contains on page 13 a contribution from the Kalimantan Gold Vice President of Exploration Mansur Geiger:

Over the past 15 years, Mansur Geiger and his company Kalimantan Gold have been working to develop their flagship asset, the KSK copper project. “Initially, the land concession was 124,000 hectares; however, due to the fact that it a sixth-generation CoW signed in 1997, the property was reduced to 60,000 hectares. Since then, Kalimantan Gold has identified numerous mineral occurrences and has drilled approximately 40,000 m of primarily shallow drill holes. Having spent $18 million on exploration, the company has identified five copper mineral prospects throughout the concession,” said Geiger.

As an indication of the concession’s rich mineral potential, a subsidiary of Freeport-McMoRan entered into a joint venture with Kalimantan Gold at KSK. Expressing his satisfaction at working with the multinational company, Geiger said: “Kalimantan Gold could not have found a better partner for this project than Freeport. There are not many companies that possess the experience and knowledge of Freeport when it comes to mining. Initially, I had talked to Freeport 20 years ago and they were not interested in anything outside of Grasberg. However, Freeport’s mentality has changed over the years; they are now interested in exploring for concessions that they believe possess substantial upside potential; they see this with KSK.”

Engineering and Mining Journal, Global Business Report
http://www.gbreports.com/admin/reports/Indonesia_Mining2012.pdf

18th Oct '12

Just want to alert any readers that a friend of several users here, "King McKong" is organising the usual Edinburgh social event on Friday 9th November. Details can be found here: http://boards.fool.co.uk/Message.aspx?mid=12661985 - please respond over there if you'd like to go.

19th Oct '12

Very interesting piece here from Gillian Tett on the various possible reactions to national humiliations. The case of Spain, I suggest, is an important moot point from an investor perspective.

In Italy however, business seems to be carrying on as usual.....my hotel welcomed a large party of retired party workers for the CDU (Merkel's party) - and all seems convivial on the old axis....;-) ......Just need to ensure we can get a sunbed before they are all seized as collateral ;-)

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Marben100

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