New stock ideas can come from all sorts of places. Sometimes you stumble across a new idea when researching another stock. The CEO might endorse a supplier or customer, or better yet, give credit to a competitor. For example, shopping centre managers are a very good source of identifying which retailers are performing best, and retailers will know which particular products are selling well. To the extent relevant, we will follow companies listed in overseas markets to gain insights into ASX-listed companies. One unusual case recently was a company we followed that had been listed on the New Zealand Stock Exchange for some time, Michael Hill International. The company actually changed its listing to the ASX, and this meant that we could buy it for the funds at a time when it wasn’t well known or covered.