Reporting Season Recap Live Webinar

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Presented by
Charlie Song

Charlie Song

Equities Analyst

Victor Di Pasquale

Victor Di Pasquale

Stock Doctor Education Manager

Mar 19th, 2024
1h 07m 50s

Evaluating your portfolio post-reporting season is crucial, especially in a market where stock prices have surged, and the euphoria presents a disconnect from company fundamentals. The rise of passive ETFs has exacerbated this disconnect, inflating stock prices and creating a bubble, particularly around financially vulnerable companies.

At Stock Doctor, we do not follow the herd. We base our investment decisions on solid facts and fundamentals. Our unique Financial Health Model and rigorous quantitative stock selection methodology have consistently steered us clear of corporate failures while identifying high performers. In fact, our approach has successfully identified stocks such as logistics software business Wisetech (WTC), circuit board designer Altium (ALU), novated leasing business McMillan Shakespeare (MMS) and mining software business RPM Global (RUL), all of which have seen over 20% gains in the past month. It has been an outstanding reporting season for our members.

To understand how investors can benefit from our unique research, watch our Stock Doctor Reporting Season Recap Live Webinar March 2024!  In this webinar, our Equities Analyst, Charlie Song, and Victor Di Pasquale, Stock Doctor Education Manager, demonstrated how Stock Doctor can help you break free from the herd and identify high quality opportunities early.

During this webinar we will help you:

  • Look comprehensively at one our best ideas post-reporting season and also help you to identify stocks at high risk of failure.
  • Harness Stock Doctor’s Stock Filter to identify promising opportunities for the year ahead,
  • Highlight strategies to protect your portfolio, minimise risks and sidestep potential insolvencies by maintaining a long-term perspective.
“It’s only when the tide goes out do you discover who’s been swimming naked.”
Warren Buffet
Presented by
Charlie Song

Charlie Song

Equities Analyst

Victor Di Pasquale

Victor Di Pasquale

Stock Doctor Education Manager

Mar 19th, 2024
1h 07m 50s
Information in this communication is current as of publication unless otherwise stated. It is provided for educational purposes only and may not reflect current market data or opinion. It should not be relied upon in respect to any current investment decision. Investments can go up and down. Past performance is not a reliable indicator of future performance.

Important: This communication is provided by or on behalf of Lincoln Indicators Pty Limited ABN 23 006 715 573 (Lincoln), as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167 for information and educational purposes only. This content may contain general financial product advice. It has been prepared without taking account of your personal circumstances and you should therefore consider its appropriateness in light of your objectives, financial situation and needs, before acting on it. Investments can go up and down. Past performance is not a reliable indicator of future performance. Shares and other investments may go up and down in value, and their past performance may not be repeated and gives no guarantee of future performance. Information in this communication was current as at the date of its preparation, unless otherwise stated, and may be subject to change.

You should read and consider our Important Information and our Financial Services Guide (FSG) which sets out key information about the services we provide. Where our advice relates to the acquisition or possible acquisition of a particular financial product, you should obtain a copy of and consider the Lincoln Australian Income Fund Product Disclosure Statement (PDS), Lincoln Australian Growth Fund Product Disclosure Statement (PDS) and Lincoln U.S. Growth Fund Product Disclosure Statement (PDS) for the product at www.lincolnindicators.com.au before making any decision.

At the date of preparation of this communication, Lincoln, Lincoln Financial Group Pty Ltd or directors, employees and/or associates of these entities "may hold" interests in these ASX-listed companies. Further information about particular stocks held by these entities or persons from time to time is disclosed within the Stock Doctor program and may change at any time without notice.

Lincoln, Lincoln Financial Group Pty Ltd, any directors, employees and agents of these entities, make no representation and give no warranty as to the accuracy of this communication and do not accept any responsibility for any errors or inaccuracies in, or omissions from, this communication (whether negligent or otherwise) and are not liable for any loss or damage howsoever arising as a result of any person acting, or refraining from acting, in reliance on any information in this communication. No person should rely on this communication as it does not purport to be comprehensive. This disclaimer does not purport to exclude any rights under, or warranties implied by, law which may not be lawfully excluded.

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All financial services are provided by Lincoln Indicators Pty Ltd ABN 23 006 715 573 (Lincoln) as the Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167.

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