Thursday, 31 July 2014
NAB is currently trading on the lowest PE, but highest EPS, of any bank in the top four. Charlie keeps his overall sector weighting but is very optimistic on this laggard.
Wednesday, 30 July 2014
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Monday, 28 July 2014
There is a small chance that the doomsday merchants could be right, but it’s not very likely. In the event of any correction, if you position your portfolio well, you should also stand to profit.
Saturday, 26 July 2014
I thought I needed to show you the five-year story of what has happened to our beloved, yet underperforming, S&P/ASX 200 index, to explain the topic I’m preoccupied with at the moment. We’ve had a nice run ..
Thursday, 24 July 2014
MDA, or mobile data addiction, is taking over Europe, which means you should be long telcos. Airports and luxury property are two other sectors to watch closely.