At the May meeting of Investment we looked at the Australian Shareholders’ Association 10 top stocks for 2021 as compiled by Martin Roth. We studied a number of parameters associated with these stocks including their chart for the past 12 months, the market capitalisation, PE ratio and debt to equity ratio. The group decided to revisit these stocks later in the year to see if the predictions of good growth had materialised.
In the second part of the session we looked at various reasons for selling shares. This was prompted by an article which said that institutional investors often didn’t take as much care in selling stocks as they did in buying them.
One of our members John Hanlon has suggested a great topic for our June meeting. He is interested in how members would advise a person about to leave the workforce with $300,000 to invest for their retirement. To date one member has sent a very detailed strategy, and I am sure there will be more.
The next meeting of Investment is currently scheduled for Friday 4th June 2021 at 2pm in the U3A Room at the Senior’s Centre. This will be replaced by a Zoom session if the current lockdown is extended. Class members will be notified of a change by email.
Margaret Jenkins
In the second part of the session we looked at various reasons for selling shares. This was prompted by an article which said that institutional investors often didn’t take as much care in selling stocks as they did in buying them.
One of our members John Hanlon has suggested a great topic for our June meeting. He is interested in how members would advise a person about to leave the workforce with $300,000 to invest for their retirement. To date one member has sent a very detailed strategy, and I am sure there will be more.
The next meeting of Investment is currently scheduled for Friday 4th June 2021 at 2pm in the U3A Room at the Senior’s Centre. This will be replaced by a Zoom session if the current lockdown is extended. Class members will be notified of a change by email.
Margaret Jenkins
