Monday, 17 February 2020
Let’s look at how our top 10 stocks performed over the past year to see if buying the dip would have been a good money-making play.
Saturday, 15 February 2020
The Yanks continue to keep their cautiously relaxed attitude to the Coronavirus (now tagged as COVID-19 in some quarters, including China). Europe’s stock markets are showing more fear around the virus but Wa..
Thursday, 13 February 2020
Should you sell out and rotate to out of favour sectors or stocks? This a high-class problem to have and one I believe should be approached rationally.
Monday, 10 February 2020
The strange viral-affected investing world right now has got me thinking about safer investing plays and something called the ‘dogs of the Dow’ strategy. That’s where I focus today.
Saturday, 08 February 2020
Once again, the US economy delivered, and it did so to the high side, with 225,000 jobs created in January when only around 158,000 were expected.
Thursday, 06 February 2020
There is generally investment opportunity in bouts of above average volatility driven by what’s most likely a short-term event. If Mr Market gives me a chance to buy more of those “compounders” with a cle..
Monday, 03 February 2020
This isn’t a pathetic attempt by me to make money out of tragedy but this coronavirus could be a buying opportunity. But “when” you position yourself is going to be a lot harder to work out.
Saturday, 01 February 2020
Wall Street has taken the Coronavirus more seriously overnight. A couple of hours before the close, the Dow Jones Index was down over 500 points (or close to 1.8%).
Thursday, 30 January 2020
The US Q4 reporting season has started constructively and we’ve had a noisy start to the year in global equity markets. Here’s my take on a few juicy US companies.
Saturday, 25 January 2020
Friday CloseChangeChange %Week Change % Dow Jones28,989.73-170.36-0.58%-1.22% S&P 5003,295.47-30.07-0.90-1.03% NASDAQ9,314.91-87.57-0.93%-0.79% ASX 2007,090.502.500.04%0.37% Data for week commencing 20 Janu..
Thursday, 23 January 2020
Given the substantial outperformance of ‘growth’ stocks over the past decade, there’s a robust debate around whether it’s time to switch to a more ‘value’ oriented portfolio. Here’s my view and th..