Danielle Ecuyer

speaker

864 appearances 2 recordings 1 series first heard Oct 2021 last heard Nov 2022

Danielle Ecuyer’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · How to invest in US companies with Danielle Ecuyer · 11 Oct 2021 podcast

Does the company have a history?

Because does it have good management?

Because the other thing that investors tend to do is they look at the share prices and they take their view on how good a company is from the share price.

Summit HQ- And that's again a really, really big problem, because if a share price is going up because mentioned traders, because the chart looks good.

Summit HQ- It doesn't necessarily mean that the company is going to be around in two years time and you're going to make a lot of money.

So I think the thing is, there's a lot of noise out there for investors.

There are people that like to be either mega bulls, perma bulls or perma bears.

But if you're constructing a portfolio, I want people to really try and understand what they're buying, unless they're buying an ETF, which is then a completely different kettle of fish, because you're buying

an index so you're buying the whole of the ASX 200 or you're buying NASDAQ or you're buying like a secular theme like decarbonization or cyber security and that's a case of where you don't have to decide who the winners are and who the losers are and just as one point I think it's really important that when secular themes it's much easier to work out who the losing companies are going to be than who the winning companies are going to be and uh

For example, I sold out of a lot of cyclical stocks ages ago.

I think we discussed, and I could have as Kate as well, how I sold out of insurance stocks years ago.

I sold out of Origin.

I sold out of AGL.

And a lot of those were made on my views on the secular themes of what was going to happen in the world.

Now, whilst I mightn't have got the top of the market, the point is my money had been redeployed in other stocks that have done, performed much better.

Yeah, that's really, really good because I know people that have never invested post the G, they sold pre GFC and they've never come back in again.

I think we have to just take the view that it's not in any politician's interests or any central bankers interests to implode the whole world basically.

And you buy companies, for example, Alphabet, Google has 120 billion of cash on its balance sheet.

So you buy companies that you know if the proverbial hits the fan, they're not going to disappear overnight.

They've got strong balance sheets, they've got resilient cash flow, and they are actually going to survive.

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