Investors Voice Category: Shares

November 2020 was one of the weirdest months I've ever seen. The fundamentals went in one direction – down - and the Stockmarkets went in the other direction - up.

Geoff Robinson, an AIA member from Victoria and participant in the Bayside meetings laments two investment decisions about when to buy and sell shares.

Over the last 22 odd years the ASX 200 has seen very little capital growth; with the contribution to total shareholder return – surely the most important measure of company success - coming largely from dividends and their reinvestment.

At times, it seems financial markets move in mysterious ways, confounding most observers and commentators on the sidelines.

The economics of a business drives long-term investment returns.

The issue of critical metals has been gaining traction for several years. The Electric Vehicle (EV) and Lithium Ion Battery (LIB) boom brought the issue into the open in late 2015.