Investors Voice Category: Shares
15 days ago
Whether it is for portfolio diversification or reducing investment risk, international stocks present a world of opportunities. Here, we present a Q&A with investing expert and author Danielle Ecuyer* about how to buy US stocks from Australia, key factors to consider and mistakes to avoid.
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46 days ago
The David vs Goliath metaphor is often used to describe improbable victories on the sporting field.
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2 months ago
Three leading market commentators made 11 stock picks during last month's Sydney Summit, only one company was mentioned twice, perhaps you already own it?
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3 months ago
Malcolm Duce, a long-standing member of the Australian Investors Association (AIA), recently asked a question about inherited shares and capital gains text (CGT).
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3 months ago
New research by RMIT University suggests that investors make more informed investment decisions when they have access to Google internet search results.
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4 months ago
We don't often hear about portfolio recalibration, but we can be 100% certain that's what is happening, a lot, behind the curtains of the 2021 share market volatility.
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5 months ago
“Healthcare is all about innovation and biotech is the next tech,” says Dr Bianca Ogden, portfolio manager, Platinum International Health Care Fund.
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5 months ago
When you focus on the total return of your portfolio, it’s OK to take some capital gain profits and use them for income.
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5 months ago
"Stock prices are in a bubble of epic proportions. Risk of a major collapse remains elevated." Is there a bubble in the US and, if so, when will it burst?
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7 months ago
A company's past track record can provide a whole lot of confidence about its future. Usually I now start referring to CSL, or REA Group, or Carsales, but I am grabbing this opportunity to use the example of a lesser known all-weather performer
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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.
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8 months ago
Evidence suggests...
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8 months ago
Geoff Robinson, an AIA member from Victoria and participant in the Bayside meetings laments two investment decisions about when to buy and sell shares.
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Most shareholders know that preference shares come with a liquidation preference.
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14 months ago
We revisited Altium on 14 April after the Company withdrew its previous guidance for the 12 months to 30 June 2020 (FY20).
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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.
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14 months ago
At times, it seems financial markets move in mysterious ways, confounding most observers and commentators on the sidelines.
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The economics of a business drives long-term investment returns.
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14 months ago
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.
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The new year has seen equity markets continue their seemingly unstoppable march higher. Given the substantial outperformance of ‘growth’ stocks over the past decade – and 2019 in particular – there is currently a robust debate around whether it’s time to switch to a more ‘value’ oriented portfolio.
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Rallying markets have raised the valuations of many businesses, possibly to unsustainable levels. To my mind, it’s made one thing clearer than ever: investors need to bulk up on high quality Australian and global businesses, like CSL, Microsoft and Vivendi.
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2019 was expected to be a challenging one for markets, however as the year drew to a close, Australian indexes were up 20 percent on low single digit EPS growth. Despite numerous concerns across sectors such as retail, housing, construction, finance, aged care, pharmacy and commercial services, global businesses in healthcare and technology powered ahead.
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Easing geo-political tensions and signs of stabilising growth have seen international and domestic equity markets reach new highs in early 2020, while bond yields remain well above their cycle lows. Yet 2020 does not appear to hold an imminent end to the cycle.
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“While conditions remain constructive for the Australian equity market it’s certainly not without risk.” While I’m positive on the overall Australian equity market, stock selection as always will be crucial.
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It won’t come as a surprise that over the last decade the average daily time spent on screens, which used to be restricted to television and computers, has increased significantly.
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17 months ago
If you’re searching for value in the Australian market, it may be worth taking a look at Seven Group Holdings (ASX: SVW). With a stable of businesses leveraged to mining, infrastructure and energy investment, we think the company will continue to provide robust returns for some time to come.
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20 months ago
To understand where we are, it is important to be in possession of two frameworks: the first is how booms begin and turn into bubbles that burst; the second is to understand the maths of valuing assets.
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23 months ago
At the 2019 conference, we announced the winner of the 2018 Stock Picking Contest.
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2 years ago
There is no one investing style that is successful throughout the market cycle.
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3 years ago
In all the talk about refundable franking credits, it is easy to overlook the fact that a franking credit is additional income as well as a tax credit.
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