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
First home buyers may be able to borrow money from their superannuation accounts to secure a deposit, under legislation proposed by Independent Senator Nick Xenophon. Xenophon has praised a scheme currently ope..
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.
Monday, 21 July 2014
The terrible tragedy in the Ukraine shouldn't have a follow-on effect on markets, given the relative strength in the US.
Saturday, 19 July 2014
As most of the southern parts of the country shivered through the week, I was lucky enough to spend Friday at Noosa, but I didn’t bring my swimmers as I attended the Noosa Mining and Exploration Conference as..
Thursday, 17 July 2014
Five stocks have been removed from the “takeover target” list, and two have been added, including OzForex