Investors Voice Category: Shares
38 days 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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42 days ago
Evidence suggests...
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Most shareholders know that preference shares come with a liquidation preference.
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7 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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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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10 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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13 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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16 months ago
At the 2019 conference, we announced the winner of the 2018 Stock Picking Contest.
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23 months ago
There is no one investing style that is successful throughout the market cycle.
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2 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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2 years ago
Technology companies can get very big, very quickly, reflecting the size of the global markets they are addressing and their ability to scale rapidly.
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2 years ago
The only reason professionals tell you to diversify is so that you can’t sue them.
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2 years ago
Our annual conference was held from 31st July to 1st August and this year continued the pattern of the last twenty years of great AIA investment conferences.
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2 years ago
At the 2017 National Conference in August last year, we asked a number of speakers to give us their stock picks.
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For incoming shareholders, it is illogical to pay a premium to the underlying assets, and for selling shareholders, discounts represent the inability to obtain the look-through value of their investment.
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3 years ago
The past five years have seen the Australian share market generate positive returns, but behind the public facade hides an unspoken of, widespread dissatisfaction carried by large parts of the Australian investor community.
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