Three Darling Stocks to Sell

We don’t own many great businesses. Our portfolio is full of asset plays, turnaround stories and okay businesses trading at dirt-cheap prices. Don’t get me wrong. We like good businesses. Dental aggregator 1300 Smiles has been one of our investments. It’s just that the prices for Australia’s good businesses are too darned expensive. Perhaps it’s the Warren Buffett influence: “It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Perhaps there is less risk to fund manager reputations in buying supposedly high quality shares. But, whatever the reason, the...

We don’t own many great businesses. Our portfolio is full of asset plays, turnaround stories and okay businesses trading at dirt-cheap prices. Don’t get me wrong. We like good businesses. Dental aggregator 1300 Smiles has been one of our investments. It’s just that the prices for Australia’s good businesses are too darned expensive.

{{content.question}}

Mastercard

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'An SMS verification code has been sent ...' }}

Hi {{ user.FirstName }}

Looks like you have already taken a free trial

Email is required.
Email must be a valid email.
Password is required.
First name is required.
Last name is required.
Mobile phone number is required.
You must accept the terms and conditions.

OR

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to complete your SMS verification

We cannot send you a code via SMS to {{user.DayPhone}}

If you didn't receive SMS code please

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

Looks you are already a member. Please enter your password to proceed

You have entered an incorrect email or password

Email is required.
Email must be a valid email.
Password is required.

Please untick this box when using a public or shared device


OR

Verify your mobile number to proceed...

Please check your mobile number below and press the Send Verification Code button. This will be used to complete your verification in the next step.

Please sign up for full access

Mastercard

Updating information

Please wait ...

Trial

Mastercard
{{ productPrice }} / day
( GST included )
Price $0
Discount -{{productDiscount}}
GST {{productGST}}
TOTAL   (inc. GST) {{productPrice}}
  • Mastercard
  • Visa

Please click on the ACTIVATE button to finalise your membership

Mastercard

The email address you entered is registered with InvestSMART.

Login or to reset your password, select Forgotten password

You have entered an incorrect email or password

Email is required.
Email must be a valid email.
Password is required.

Please untick this box when using a public or shared device


OR