18 May 2019As one headwind changes with the arrival of election day, I’m hoping that if we do see a PM Bill Shorten tonight that his acceptance speech will be as well-received as ..
16 May 2019Charlie has been on the ground in New York trying to understand what’s driving this market volatility and whether it provides another buying opportunity in leading US e..
16 May 2019The bulls say corporate America is healthy and will surprise to the upside. The bears say the US market is poised for a major crash. Here’s Market Timing Australia’s..
16 May 2019With the share price down by more than third from its peak, is value starting to emerge in plumbing goods company Reliance?
16 May 2019AGL, CBA, Wesfarmers and Woolworths are among the 15 downgrades from stockbrokers so far this week, while 6 stocks have been upgraded.
16 May 2019The Woolworths buyback: do you buy back in?; Sonic Healthcare: is it a buy?; advice for “young ambitious investors”.
13 May 2019Where are we with this trade war ‘stuff’? Should we take profit ahead of a big sell off?
13 May 2019If you’re worried about the change to franking credits, here are three options you can consider to “lessen” the impact.
13 May 2019While a high P/E ratio can indicate a stock is expensive, it can also tell you professional investors are prepared to value the company more highly because they respect t..
13 May 2019For the week ending Friday 10 May 2019, FNArena registered 9 downgrades and 20 upgrades for ASX-listed stocks.
13 May 2019CMC Markets’ Chief Market Strategist explains why he likes Oilsearch (OSH) but doesn’t like National Australia Bank (NAB)
11 May 2019The trade war has begun! Tariffs have been enacted, meaning that the 10% slugs on Chinese exports to the USA will now be pushed up to 25% but goods already on their way t..
09 May 2019The mega trend is digitisation and we’re in its early stages but will accelerate in coming years. And Microsoft sits at the epicentre of this digitisation trend.
09 May 2019The move to reduce packaging has huge implications for packaging providers. I see this trend as a long-term tailwind rather than headwind for high-quality packaging compa..
09 May 2019Stockbrokers have issued downgrades for 10 companies so far this week, with Resmed (RMD) and Platinum Asset Management (PTM) the only upgrades.
09 May 2019What assets can an SMSF invest in? Franking credits and industry super funds. Transferring shares to an SMSF. Is this another case of “bank bastardry”?
06 May 2019My economic/market telescope is still telling me that nearly all the crucial stars are just about in the right line, despite having to deal with that old ‘sell in May a..
06 May 2019A strong start to 2019 has seen both our portfolios return around 13%. The income portfolio has, somewhat surprisingly, done better than the growth portfolio and has outp..
06 May 2019Cracking a billion dollars in market cap means a stock usually gets noticed by more brokers and analysts, making it a serious player. Here are 5 candidates for the $1 bil..
06 May 2019Following the April holiday-drought, last week there were 12 upgrades in ratings for individual, listed ASX-stocks, vastly outnumbered by 22 downgrades.
06 May 2019CMC Markets’ Chief Market Strategist, Michael McCarthy explains why he likes Galaxy (GXY) and doesn’t like Resmed (RMD).
04 May 2019US stocks dived on Thursday following a night’s sleep on the Fed’s official comments on interest rates. And the market again had become fixated on one word. Around Ch..
02 May 2019Microsoft (MSFT) is the largest company in the world, with a market capitalisation of $1 trillion US dollars. Its strategy over the last five years has been to deprioriti..
02 May 2019The MSCI Emerging Markets Index is full of billion-dollar companies such as Samsung Electronics, Tencent Holdings and Alibaba. Emerging Markets is still a risky asset but..
02 May 201911 companies have been downgraded and 6 companies upgraded by stockbrokers this week, with three downgrades and one upgrade for Domain Holdings (DHG).
02 May 2019Will I lose my franking credit refunds? A high flyer in Bubs Australia and a model ETF portfolio.
29 Apr 2019If you’re thinking of diversifying into foreign stocks, here are my two tests that drive my investment selection. And if you’re constructing an overseas portfolio now..
29 Apr 2019The “bears” are still in the ascendency when it comes to the outlook for the banks but here’s my reasoning behind whether I’d sell or hold banks shares now.
29 Apr 2019Yield-oriented investors should be thinking carefully about their portfolios, and whether companies paying franked dividends will be as attractive if the investors no lon..
29 Apr 2019Anecdotes from friends got me thinking about the potential of self-storage property and how this asset class sits at the intersection of some powerful trends and whether ..
29 Apr 2019The long Easter weekend and Anzac public holiday made their impact felt last week, with FNArena registering five downgrades for ASX-listed entities, and not one single up..
29 Apr 2019CMC Markets’ Chief Market Strategist, Michael McCarthy explains why he likes the administrative outsourcing group Smartgroup (SIQ)
27 Apr 2019Friday CloseChangeChange %Week Change % Dow Jones26,543.3381.250.31%-0.06% S&P 5002,939.8813.710.47%1.20% NASDAQ8,146.4027.720.34%1.85% ASX 2006,385.603.500.06%2.01% ..
20 Apr 2019Friday CloseChangeChange %Week Change % Dow Jones26,559.54110.000.42%0.56% S&P 5002,905.034.580.16%-0.08% NASDAQ7,998.061.980.02%0.17% ASX 2006,259.803.400.05%0.14% D..
18 Apr 2019Thematic ETFs are huge in the U.S., less so here. Investors can choose from obesity ETFs, video-game ETFs, biblical ETFs, whiskey ETFs, marijuana ETFs and Millennials ETF..
18 Apr 2019Telstra is upgraded to a buy by UBS, while Transurban is seen as fully priced
18 Apr 2019Will ANZ and NAB pay their dividends before July 1? Discounts for Argo and Milton. And is it time to take profits on resource companies?
15 Apr 2019The best news I’ve heard for a while was that the Centre Alliance Party should hold the balance of power in the next Senate and would oppose Bill Shorten’s unfair pol..
15 Apr 2019Some investors see the advantages of using a managed investment, particularly if they don’t have time to follow the market. A question I’m frequently asked by investo..
For our May webinar, Paul Rickard was joined by Rudi Filapek-Vandyck, Founder and Editor of FNArena. Take a free trial to continue readingAlready have an account? Click here to login. Name*Email*Phone*Password* Continue reading > By proceeding you unde..
Webinar: How will the federal budget and upcoming election affect your portfolio?
For our April webinar, Paul Rickard was joined by Stephen Bruce, Portfolio Manager of Perennial Value and the eInvest Income Generator Fund. Take a free trial t..
Webinar: Great income stocks for 2019
Peter Switzer and Paul Rickard are joined Shawn Burns, Senior Portfolio Manager at Contango Asset Management, for our second webinar of 2019. Take a free trial ..
As one headwind changes with the arrival of electi..
With the share price down by more than third from ..
AGL, CBA, Wesfarmers and Woolworths are among the ..
The Woolworths buyback: do you buy back in?; Sonic..
Anecdotes from friends got me thinking about the potential of self-storage property and how this asset class sits at the intersection of some powerful trends and whether ..
Distributions of 7%, paid monthly
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As the banks face higher borrowing costs, investors must stay on their toes. Here’s a comprehensive guide to the latest term deposit rates on offer.
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Peak central bank power is over, so what now?
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I’m not yet a “card carrying member” of the rate cut camp but market sentiment has certainly shifted over the last few weeks.
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Postcard from the Big Apple
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Charlie has been on the ground in New York trying to understand what’s driving this market volatility and whether it provides another buying opportunity in leading US e..
Is Reliance good value right now?
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