MoneyTalk

 

Stock Picks From A Novice Investor

02 July 2012
In this week’s episode:

David Kuo chats with Fool intern Ben Golland about what he learnt in his two weeks at The Motley Fool. They chat about his perception of investing before his internship and how this has changed in a fortnight. Ben explains the different investing styles he learnt and reveals his preference. Ben also picks out the 10 shares that he now intends to buy for his first portfolio. There is also a transcript of this podcast available here and here.

 

Read the very latest on investing and the markets, direct from the desk of David Kuo. You'll also receive a special free report on "10 Steps To Making A Million" if you join The Motley Fool Collective today.

David Kuo, a funny looking jester and Ben Golland. Who's who?
David Kuo, a funny looking jester and Ben Golland. Who's who?

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Comments

The opinions expressed here are those of the individual writers and are not representative of The Motley Fool. If you spot any comments that are unsuitable hit the flag to alert our moderators.

TMFDragon 02 Jul 2012 , 12:58pm

Hi All

Here are Ben's stock picks for his first portfolio. I've included the closing prices as of 29 June, which was when the podcast was recorded.

Please let us know what you think of his selections.

Vodafone 177p
Sainsbury 301p
BP 430p
British American Tobacco 3,266p
BAE Systems 290p
GSK 1,454p
Britvic 331p
Balfour Beatty 299p
Investec 384p
AXA 10.6 euros

Best

David

shinygoldcar 02 Jul 2012 , 1:46pm

Those FTSE 100 companies get mentioned all the time, so I have little to add, other than they look pretty solid.
Britvic and Balfour Beatty sound interesting though. Balfour Beatty sounds a bit cyclical though, how good will future earnings actually be? But Britvic's earnings history looks good and growing, ignoring their £48m loss in 2010.

TimothyUK 04 Jul 2012 , 10:57pm

How diversified is the juice empire? Can it expand?

TimothyUK 04 Jul 2012 , 10:57pm

How diversified is the juice empire? Can it expand?

dpeddlar 04 Jul 2012 , 11:07pm

Hi, I did not think this podcast was going to be for me as I have been investing a long time, however it was good to stand back from the charts, news and fundamental's (noise) and get back to basics. I was very impressed with how much Ben had learnt in a short time so you must be teaching him well!

I particularly enjoyed listening to his stock picks and I laughed out loud when you laughed when he came out with Vodafone, I guess because it is a widely held stock that most people could has guessed would be in there, even though that does not take away from the merits of holding it.

I would be happy to sit on the majority of Ben's stock picks and collect the 5% of so divi that most offered, once again it was a good listen and I thought Ben was able to communicate what he had learnt in a very clear and concice manner

dpeddlar 04 Jul 2012 , 11:08pm

concise that is

FilthyNines 08 Jul 2012 , 7:15pm

A podcast that roused different emotions in me. I was pleased that there was a brief guide to the fundamentals of investing, but I felt a little bit aggrieved that somebody who had spent a week at the Fool was here masquerading as an authority.

Interesting way to present the information, but informative nonetheless. Thanks for the podcast.

drewla 22 Jul 2012 , 12:38pm

@FilthyNines

Come on, don't be so miserable!

No one was "masqerading" as anything. It was made absolutely clear that Ben was a novice investor who is still at college, but keen to learn about investment. He was invited to give his impressions precisely BECAUSE he was a novice investor! It was an opportunity for the more seasoned investor to be reminded of what a newcomer will see and pick up on.

For me, this was a very enjoyable podcast, and I thought Ben had a very good grasp of some of the basic approaches.

Needless to say, had he made a slip, or chosen a stock that might be considered unwise, the presenter would have urged caution and explained why.

Indeed, I'd be astonished if Ben's list and his views had not been screened and discussed in advance of the recording.

Well done all, and particularly Ben who had not only picked up the information well, but was impressively self-assured and articulate.

onlyben 23 Jul 2012 , 12:57pm

Thank you all for your comments and feedback. It's very rare that on any form of work experience you end up doing exactly what you want. Everything was spot on and I really did have a great time.

Thanks again,

Ben

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About the show

MoneyTalk is a podcast from The Motley Fool (UK). Hosted by David Kuo, it’s a lively roundtable discussion where Fool writers and guests from the world of money thrash out the financial issues of the day.

Join us as we take an irreverent look at anything and everything to do with shares – from how to pick your first share to how to manage your own pension to what mini skirts have to do with Britain's economy (quite a lot, according to David).

From quick tips on how to tidy up a wayward portfolio to in depth discussions with industry experts, MoneyTalk tackles a different topic every week.

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About the presenter

David Kuo is The Motley Fool’s media personality. He can be heard on BBC London’s (94.9FM) Breakfast Show where he arouses listeners every weekday morning with his unique brand of financial news. He is also a regular commentator on national news programmes including CNBC, BBC News, and Sky News.

David stumbled into the world of broadcasting at the turn of the Millennium when he was invited to comment on the stock market crash. He says, “I think I stunned Londoners speechless when I said the good thing about the crash is that shares are now more affordable for people who want to invest in the stock market!”

His attitude to investing has never wavered, as he always sees downturns in the market as a buying opportunity for long-term investors.