Equities Bulletin

Equities bulletins were published from August 2003 to March 2011.  From April 2011 onwards, equities information was incorporated in the AIA Investor Updates.

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  1. Coordinator's Message by Alison Harrington, AIA
  2. Share market outlook by John Abernethy, Clime Asset Management
  3. My Equities Portfolio by Brian McErlean, AIA member
  4. My Equities Portfolio by an AIA member
  1. Coordinator's Message - Alison Harrington, AIA Councillor
  2. Ratios and fundamental analysis by Anthony Caneva, Australian Unity 
  3. Resource Review: Independent Investment Research reviewed by Scott McKenzie, AIA
  4. Resource Review: Colin Nicholson’s Newsletter & Website reviewed by Robert Vagg, AIA
  5. Resource Review: Value.Able reviewed by Jolyn Forsyth, AIA
  1. Coordinator's Message - Alison Harrington, AIA Councillor
  2. The basics of technical analysis by Justine Pollard
  3. Trendline entry and exit by Alan Hull
  4. Market maths: exploring the 'Rule of 72' by Robert Vagg, AIA Member
  1. Coordinator's Message - Alison Harrington, AIA Councillor
  2. God bless you by Rudi Flapek-Vandyck, FNArena
  3. How healthy are Australia’s healthcare stocks? by Rudi Filapek-Vandyck, FNArena
  4. Spotlight on the Australian Listed Property Sector by Zac Zacharia, Ord Minnett 
  1. Coordinator's Message - Alison Harrington, AIA Councillor
  2. Outlook for Australian Banks by John Abernethy, Clime Asset Management
  1. Coordinator’s Message - Alison Harrington, AIA Councillor
  2. Australian equities – earnings certainly will be rewarded - Justin Scattini, Ord Minnett
  3. Software & data industry going the way of gas street lighters? - Jody Elliss, IC Investor
  4. Market maths: compound growth and the log scale - Robert Vagg, AIA member 
  1. Coordinator’s Message by Brian Matthews, AIA member
  2. How to know when to start buying by Colin Nicholson
  3. The outlook for the ASX 200 by Daniel Goulding, RBS Morgans
  4. 20 Most Common Trading Mistakes & How You Can Avoid Them Book Review by Tim Pope, AIA member 
  1. Coordinator’s Message by Brian Matthews, AIA Member
  2. A comparison of long-term trends in the US and Australian Stock markets by Robert Vagg, AIA Member
  3. The share market – running out of puff? by Zac Zacharia, Ord Minnett (Adelaide) 
  1. Coordinator’s Message by Brian Matthews, AIA Member
  2. Letter to the Editor by Owen Richards, AIA Member
  3. Response to Owen Richards by Nigel Wilkin-Smith, van Eyk
  4. S&P's latest research in the Australian market
  5. Exchange Traded Funds by Jamie Nemtsas, Lachlan Partners
  6. Gold Exchanged Traded Funds by Tejay Lovelock, Kinetic Securities 
  1. Coordinator’s Message by Brian Matthews, AIA Member
  2. Timing does matter with investment decisions by Zac Zacharia, Ord Minnett
  3. An introduction to the Elliott Wave Principle by Daniel Goulding, ABN Amro Morgans
  1. Coordinator’s Introduction by Brian Matthews, AIA Member
  2. The Australian Sharemarket - At a crossroad, so where to next? by Zac Zacharia, Ord Minnett (Adelaide)
  3. Coal Seam Gas (CSG) to Liquefied Natural Gas (LNG) – the potential is huge but it has its risks? by Russell Lees, Investstone Wealth Management 
  1. Coordinator’s Introduction by Owen Richards, AIA Member
  2. Investing & Trading in the Coming Market by Owen Richards
  3. Active Investing book review by Tim Kottek, AIA Member 
  1. Coordinator’s Message & Summary of Articles by Owen Richards, AIA Member
  2. My Equity Portfolio by Steve Robinson, AIA Member 
  1. Coordinator’s Message by Owen Richards
  2. Our Equities Portfolio by Diann & Glenn Gonsal, AIA Members
  3. My Equity Portfolio by ‘A Seasoned Investor’ and AIA Member
  4. My Equity Portfolio by Keith Mundy, AIA Member 

Equities Bulletins published earlier than January 2009 are not currently available for download.  We will add them shortly.  If you are interested in any of these publications, please contact the webmaster through the 'contact us' page.

Equities Bulletin No. 44, December 2008
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. Don’t Sell Shorting Short by Owen Richards, AIA Member
  3. Value. The Intelligent Investor’s Guide to Finding Hidden Gems on the Sharemarket Book Review by Peter Miller, AIA Member
Equities Bulletin No. 43, October 2008
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. Preparing for the Next Bull Market by Colin Nicholson 
Equities Bulletin No. 42, September 2008
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. Super Cycle Generating Super Losses by Rudi Filapek-Vandyck, FN Arena
  3. Rig Portfolio For Dive by Daniel Goulding, ABN Amro Morgan 
Equities Bulletin No. 41, July 2008
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. The Bear Assumes The Throne of Equities by Daniel Goulding, ABN Amro Morgan
  3. Our Equity Portfolio by Colin & Christine Dowzer, AIA Members
  4. The Fundamental Index Book Review by Jenni Eason, AIA Member 
Equities Bulletin No. 40, June 2008
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. A Message To You, From The Banks by Rudi Filapek-Vandyck, FN Arena
  3. My Equities Portfolio by Russell Wyss, AIA Member 
Equities Bulletin No. 39, April 2008
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. Five Wisdoms To Deal With the Great Big Bear by Rudi Filapek-Vandyck, FN Arena
  3. The Gartman Rules of Trading by an AIA Member
Equities Bulletin No. 38, March 2008
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. In Pursuit of the Smart Money by Owen Richards
  3. Meet the Alligator by an AIA Member
  4. Blue Chip Investing reviewed by Bill Dodd, AIA Member
  5. A Lesson Learnt by an AIA Member
Equities Bulletin No. 37, January 2008
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. Shot In The Dark by Scott Francis, A Clear Direction Financial Planning
  3. Tax Free Returns From A Million Dollars Equities Portfolio by Frank Shaw, AIA Member
  4. Charting For Dummies reviewed by Joanne Stuhmcke, AIA Member
  5. Share Select Website 
Equities Bulletin No. 36, December 2007
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. A Cautionary Tale for Traders and Others by Owen Richards, AIA Member
  3. My Equity Portfolio by Robert Vagg, AIA Member 
Equities Bulletin No. 35, October 2007
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. Dividends – A Changing of the Guard by Roger Montgomery, Clime Asset Management
  3. Momentum Trading and a Different Context by Owen Richards
  4. Taking on the Big Boys … by Dale Gillham, Wealth Within
  5. The Little Book of Value Investing Book reviewed by Owen Richards 
Equities Bulletin No. 34, September 2007
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. Our Equities Portfolio provided by AIA Members
  3. Price is what you pay, value is what you get by Owen Richards
  4. Shares, Should You Buy or Sell? By Ron Scott, Russell Driscoll And Robert Leftwich, MarketShares
Equities Bulletin No. 33, July 2007
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. Your Expanding Dividends by Alan Kohler, Eureka Report
  3. The Franking Benefits of Share Buybacks by Elio D’Amato, Lincoln Indicators 
Equities Bulletin No. 32, June 2007
  1. Coordinator’s Message
  2. Let the Good Times Roll by Owen Richards, AIA Member
  3. My Equities Portfolio provided by an AIA Member
  4. Give Your Trading the Edge reviewed by Lesley Smith, AIA Member
  5. Eureka Discount
Equities Bulletin No. 31, April 2007
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. Leveraged Buyouts in Australia provided by Standard & Poors
  3. Profit Taking by Owen Richards
Equities Bulletin No. 30, March 2007
  1. Coordinator’s Message by Owen Richards, AIA Member
  2. Fundamental & Technical Analysis of Two Stocks by Lincoln Indicators and Regina Meani
  3. Biotech Stocks – an interesting form of charity for Seniors by Derek Nelson, AIA Member
  4. A Review of StockDoctor by Owen Richards
Equities Bulletin No. 29, January 2007
  1. Coordinator's Message by Owen Richards
  2. Managing Your Long-term Share Portfolio by Owen Richards
  3. Dogs of the Sharemarket by Derek Nelson, AIA Member
  4. Retirement Savings by Alan Kohler, Eureka Report
  5. Book Review - Top Resource Stocks 2007 reviewed by Averil Scott, AIA Member
Equities Bulletin No. 28, December 2006
  1. Coordinator's Message by Owen Richards
  2. Hybrid Securities by Damian Pretty, Bell Potter Securities
  3. Fundamental & Technical Analysis of Two Stocks provided by Lincoln Indicators and Regina Meani, Chart & Technical Consultant
  4. MyPAS Services by an AIA Member
Equities Bulletin No. 27, October 2006
  1. Coordinator's message by Owen Richards
  2. Energy Sector by Lincoln Indicators
  3. Fundamental & Technical Analysis of Five Stocks provided by Lincoln Indicators and Regina Meani, Chart & Technical Consultant 
Equities Bulletin No. 26, September 2006
  1. Coordinator's message by Owen Richards
  2. Finding Value in Mergers & Acquisitions, provided by UBS
  3. Defence Wins, by Stuart McPhee
  4. Exchange Traded Funds Take Hold, by Graham Smith
Equities Bulletin No. 25, July 2006
  1. Coordinator's message by Owen Richards
  2. Performance Measurement Traps by Chris Tate
  3. The Problem With Sell Part 2 by Owen Richards
  4. Book Review – Follow the Smart Money by Keith Nielson, reviewed by Naomi Cescotto, AIA Member
Equities Bulletin No. 24, June 2006
  1. Coordinator's message by Owen Richards
  2. The Year Ahead by Dale Gillham
  3. The Problem With Sell, Part 1 by Owen Richards
  4. My Equities Portfolio by Alison Harrington
Equities Bulletin No. 23, April 2006
  1. Coordinator's message by Owen Richards
  2. Stop Losses & Position Sizing by Nick Radge
  3. Fundamental Analysis by Jim Berg
  4. My Equities Portfolio provided by an AIA Member
Equities Bulletin No. 22, March 2006
  1. Coordinator's message by Owen Richards 
  2. Why Uranium? by Dawn Bolton-Smith
  3. The Dilemma with Gold by Stephen Bartrop, Stock Resource
  4. My Equities Portfolio by Owen Richards
Equities Bulletin No. 21, January 2006
  1. Coordinator's message by Leslie Falkiner-Rose 
  2. International Shares versus Australian Shares by Dr Shane Oliver
  3. The Benefits of Including Hybrids In Your Investment Portfolio by  Larry Schlesinger
  4. Why Buy Shares When You Can Buy Instalments by Mark Weekes
Equities Bulletin No. 20, December 2005
  1. Coordinator's message by Leslie Falkiner-Rose
  2. Reflections of 2005 – What’s ahead in 2006? by Craig James
  3. Moving into 2006 – Risks & Opportunities by Simon Goldman
  4. Book Review - Monkeying Around With Shares, reviewed by Narelle Petty
  5. ASIC Reports on APX provided by ASIC
Equities Bulletin No. 19, October 2005
  1. Coordinator's message by Leslie Falkiner-Rose
  2. How Many? Which Ones? by Alan Kohler, Eureka Report
  3. HIH, Pasminco, Ion Limited, Sons of Gwalia, Henry Walker, OneTel?? by Jamie Nemtsas
  4. Value by Roger Occomore
  5. Smart Investing by Robin Bowerman
Equities Bulletin No. 18, September 2005
  1. Coordinator's message by Leslie Falkiner-Rose
  2. Fundamental and Technical Analysis of Five stocks.
    1. Fundamental Analysis Introduction provided by Lincoln Indicators
    2. Technical Analysis Introduction by Regina Meani
    3. Perpetual Trustees Australia Limited (PPT)
    4. Billabong International Limited (BBG)
    5. Commander Communications Limited (CDR)
    6. Stuart Petroleum Limited (STU)
    7. Alumina Limited (AWC)
 Equities Bulletin No. 17, July 2005
  1. Coordinator's message by Leslie Falkiner-Rose
  2. Asian Economic Outlook by Stuart James
  3. Everybody gets what he or she needs from the market by Chris Shea
  4. Stapled Securities by Jamie Nemtsas
Equities Bulletin No. 16, June 2005
  1. Coordinator's message by Leslie Falkiner-Rose
  2. The Resource Sector - Where to From Here by Ron Cameron
  3. Riding the Chinese Dragon by Peter Harris
  4. Book Review - The Next Step To Share Trading Success by Gordon Wilson
Equities Bulletin No. 15, April 2005
  1. Coordinator's message by Leslie Falkiner-Rose
  2. Review of Defensive Share Portfolio by Jamie Nemtsas
  3. Good Things Come In Small Packages by Leslie Falkiner-Rose
  4. Australia Pacific Exchange (APX) provided by the APX
Equities Bulletin No. 14, March 2005
  1. Coordinator's message by Leslie Falkiner-Rose
  2. Sectoral Review by Felicity Scanlon
  3. Defensive vs Growth/Cyclical Stocks by Dominique d'Avrincourt
  4. The Art of War by Louise Bedford
Equities Bulletin No. 13, January 2005
  1. Coordinator's message by Leslie Falkiner-Rose
  2. A Cheap Defence by Jamie Nemtsas
Equities Bulletin No. 12, December 2004
  1. Coordinator's message by Leslie Falkiner-Rose
  2. Put Up Your Feet With A Holiday-proof Portfolio by Michael Blomberg
  3. Good Trading Opportunities In The Current Market by Robert Hadlow
  4. Maximise Your Profits by Louise Bedford
Equities Bulletin No. 11, October 2004
  1. Coordinator's message by David Child
  2. Know Your Enemy - Risk Management by Neil Costa
  3. Quiz: Check your investment know-how by The Intelligent Investor Team
  4. Equities Outlook by ABN AMRO Morgans
Equities Bulletin No. 10, September 2004
  1. Coordinator's message by David Child
  2. Buy and hold: no longer sufficient by Jamie Nemtsas
  3. Buy and hold: the strategy lives! by Peter Thornhill
  4. Blue chip stocks - what are they? by Tim Lincoln
  5. Technical analysis by Regina Meani
  6. Warren Buffett and your investments by David Child
Equities Bulletin No. 9, July 2004
  1. Coordinator's message by David Child
  2. Take two sectors: One transport stock, one health care stock by Elio D'Amato
  3. Technical analysis: Toll Holdings, Ramsay Healthcare by Regina Meani
  4. Portfolio - two buys, two sells By Andrew King
Equities Bulletin No. 8, June 2004
  1. Coordinator's message by David Child
  2. 10 Things Stock Market Investors Should Know About Exchange Traded Funds by Michael Kolikias
  3. Corporate Governance: what really matters by Prue Moodie
  4. Technical Analysis: Understanding Strong Stock Momentum byNeil Costa
Equities Bulletin No. 7, April 2004
  1. Coordinator's message by David Child
  2. Floats A User's Guide by Andrew Doherty
  3. Novogen ends a spectacular run by Joe Cho
  4. Buying Into Shopping by Elio D'Amato
Equities Bulletin No. 6, March 2004
  1. Coordinator's message by David Child
  2. 2004 Interim Profit:: A good news story by Mike Hawkins, Goldman Sachs JBWere
  3. Editor's note: fundamental analysis vs technical analysis by Prue Moodie
  4. Fundamentally Sound - Wesfarmers & Fleetwood by Elio D'Amato, Lincoln Indicators
  5. ...and technically sound, too - Wesfarmers & Fleetwood by Regina Meani
  6. www.tradingroom.com by Philip Carman, Roxburgh Securities
Equities Bulletin No. 5, January 2004
  1. Coordinator's Message by David Child
  2. Under The Microscope, Elio D'Amato
  3. Portfolio Management, Erik Metanomski
  4. An Explosion-in-waiting, Neil Costa
  5. Mergers & Acquisitions, Craig Mennie
Equities Bulletin No. 4, December 2003
  1. Coordinator's Message by David Child
  2. December Outlook & Current Portfolio, Rebecca Sullivan
  3. Nine Golden Rules - Get Ready For the New Year, Tim Lincoln
  4. Child's Play, Colin Nicholson
  5. Bio-Volatility, Gordon Gray
Equities Bulletin No. 3, October 2003
  1. Introduction by Prue Moodie
  2. Coordinator's Message by David Child
  3. Check Your Company's Health - Go To The AGM by Stephen Mayne
  4. Nine Golden Rules - GUD Holdings by Tim Lincoln
  5. The Zinc Price Boom - How Much Further? by Regina Meani
  6. Merrill Lynch International Strategy Report As At 10 Sep 2003
Equities Bulletin No. 2, September 2003
  1. Introduction by Prue Moodie
  2. Growth Stocks Go - But Don't Sell Defensives (Yet) by Rebecca Sullivan
  3. Paul Keating's Dividend Legacy by Peter Thornhill
  4. Nine Golden Rules - Skilled Engineering by Tim Lincoln
  5. Technical Analysis - An Introduction by Colin Nicholson
  6. Strategic Investing: Takeovers by Gordon Gray
  7. Sydney Seminar, 10 October 2003
  8. Equities Bulletin Registration Form
Equities Bulletin No. 1, August 2003
  1. Introduction by Bob Andrew
  2. Interview With Michael Knox, Director of Strategy & Chief Economist, ABN Amro Morgans
  3. 9 Steps To A Healthy Portfolio, Tim Lincoln, Managing Director, Lincoln Indicators
  4. Registration Form