Ask Colin

Do you know, or do you know someone who would know, the best source of regular fundamental analysis? Would it be Rivkin; or Huntley; or someone else?

I think you have to be very careful in this area. Rivkin may have made you some money, but he has a colourful track record. Huntley I think is sound, though I suspect that he gets some of his stuff from brokers. Also he has to be careful not to offend sources in public companies too.

You really should try to do your own work. Read everything you can, but with a sceptical mind, questioning everything. Get to recognise a fact from an opinion. Then develop a feeling for what facts imply.

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