JB HiFi: Is NOW the time to buy?

JB HiFi Limited’s (ASX: JBH) share price has been pummelled over the last year and is down 40% since 29th March 2011, and currently trading at $11.06.

As my Motley Fool colleague Bruce Jackson mentioned in this article, “You don’t make money looking backwards. Yet so many people do exactly that. They look at the recent past, and extrapolate that deep into the future.”

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Austock portfolio versus my model portfolio update (as at 7th March 2012)

Austock portfolio versus model 7 Mar 2012  As at 7th March 2012, the model portfolio is outperforming both the ASX/S&P 200 Accumulation index and the Austock portfolio. The Austock portfolio continues to under-perform the market – down by 8.92%, compared to the Index at -6.57%. My model portfolio has 17 stocks out of 30 that are beating the index, compared to the Austock portfolio, which only has 14 stocks beating the index.

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Article on Forge Group

I’ve written an article on Forge Group on The Motley Fool website. Forge is still looking good with plenty of growth to come.

Austock portfolio versus my model portfolio update (as at 31st Jan 2012)

Austock portfolio versus model 31 Jan 2012

Six months (the half way mark)  are up since I started the challenge of a model portfolio I picked in five minutes, versus Austock’s list of preferred stocks (at 6th July 2011). My model portfolio is comfortably beating Austock’s preferred stocks by more than 5%, and also outperforming the ASX 200 Accumulation Index by 0.8%. Had you followed Austock’s recommendations, you’d now be facing an un-realised loss of $29,181, compared to a loss of $12,836 if you had followed my tips.

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Vocus Communications – New Post on Motley Fool site

Vocus Communications Limited (ASX:VOC) recently updated the market with its expected half year results. I wrote an in-depth article for the Motley Fool, which you can view here.

Austock portfolio versus my model portfolio update (as at 31st Dec 2011)

So, five months are almost up since I started the challenge of a model portfolio I picked in five minutes versus Austock’s list of preferred stocks (at 6th July 2011). My model portfolio is comfortably beating Austock’s preferred stocks by more than 4%. Sadly, the model portfolio is lagging the ASX 200 Accumulation index by 1%.

Austock portfolio versus model 31 Dec 2011

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Billabong International Limited (ASX:BBG) – Capital raising on the cards

Billabong released a trading update on Monday 19th December, announcing a profit downgrade, an operational review and a strategic capital structure review. Billabong’s share price subsequently fell by 40%.

The company said that sales in Europe have been affected by “Sovereign debt issues and fears of a global recession, impacting consumer spending patterns significantly”. Europe is also being affected by bad weather due to limited snowfalls.

Sales in Australia have been significantly affected by unseasonably cold summer weather, despite the November rate cut by the RBA. Read more of this post

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