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Mike Hamm
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49 followers
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Brexit Sell-off Ideas
News 4 July 2016 Potential for reversal on Brexit decision politically - however the current asset price volatility is not over. We have only reached the prices leading up the the exit vote - we may see a sell-off from here of a higher magnitutde than past...

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Brexit Links
untitled The market showed that it can get expectations wrong. Market was expecting U.K to vote in favour of staying - the market ripped higher the night before the vote - and to see a complete reversal, with FTSE getting slayed and SP500 also falling 3.5%...

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Winning by Losing
Evernote: Observations from the Star Observations from the Star “You don’t learn to hold your own in the world by standing on guard, but by attacking and getting well hammered yourself. - George Bernard Shaw” Pat asked the question, ‘are you going to play?’...

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Xero Valuation - How do you value a company without earnings? $XRO
Anyone who believes that exponential growth can go on forever in a finite world is either a madman or an economist - K Boulding If users are growing like that, then why is share price doing this: What is a SaaS company growing users at an exponential rate w...

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Coal likely to comeback after Supreme Court Decision?
With a bear market in Coal running for over 5 years, There have been many proposed regulations, discussions and alternatives.  Tax breaks to solar, improvements to nuclear. Coal Stocks like Peabody (BTU) and Cloud Peak Energy (CLD) have been getting crushed...

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Oil Trade Summary 2015
Going through some of my trades in 2016, I was very fortunate to close out a large allocation of my trading oil positions mostly in 3Q. I didn't expect the Oil prices to remain low for this long but looks like the market will take longer to recover from low...

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Good Value Oil Stocks with Statistics
BluVisor is a new and really good financial screen site for US equities, and very good functions for fundamental ratios. I offloaded a large portion of my oil positions a few weeks ago, and now the OPEC meeting is over, we might get the rebound again and th...

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One Page Summary for Seven West Media
Seven West Media Ltd swm.ax price: $0.71 fwd p/e: 4.42 div yield: 11.27% Capital Structure (m) 2010 2011 2012 2013 2014 2015 2016 (e) Total Debt 874.7 Due Date $1.91 $2.37 $2.28 $1.64 $1.59 $1.70 $1.82 Sales/sh LT debt 874.7 LT interest 64.2 $0.49 -$3.01 $0...

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Seven West Media
When you want to look for value stocks, supposedly you want stocks that have been hated for 3 or more years, and deeply out of favour.  If you get some decent earnings, then that's a bonus.  Most of the statistical studies on low price ratios like low price...

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Traded Positions
This week I've added CCJ, TRQ, NGD, NEM, KT, KGC, GG, CLD, ABX, SUNE, AG, SAND, QCOM, BTU, LF, POT.  I sold out of most of my biotech holdings and some of the major oil players, closed XOM, DVN, BP, ENTA, LCI, OUTR, NLNK, WPX, KORS. I've been trying to chan...
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