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Investors Voice Category: Value Investing

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Value Investing • Inflation
3 months ago
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Time to pick stocks that protect against inflation

As investors’ focus shifts from growth to value companies, many will be seeking undervalued businesses with robust balance sheets and pricing power.
By Russel Chesler*
0 0
Diversification • Value Investing • Shares
2 years ago
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Rebalancing a Portfolio in a Volatile Market

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.
By Roger Montgomery
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Technology • Value Investing
2 years ago
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Why I Think Next DC is Undervalued

NXT’s equity story is at the epicentre of two of the most powerful forces driving share prices over the past couple of years – the structural growth thematic of the move to cloud computing and falling/low-interest rates that have inflated the valuation of long duration asset business models like NXT.
By Gary Rollo
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Value Investing • Managed Funds
3 years ago
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We Need to Talk About Value Investing...

In the past year, one of the best in the market, Steve Johnson from Forager, has publicly written about the problems the fund is having in Australia, where the WAAAX trade (Wasatch, Append, Afterpay, Altium, Xero) reigns supreme.
By Alex Pollak
0 0
Infrastructure • Value Investing • Growth
3 years ago
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A High Quality Australian Business With Exposure to Growth in Urban Services

Downer is a compelling investment opportunity because of the high-quality nature of the business, an un-demanding valuation, and some clear catalysts for a valuation re-rating.
By Kyle Macintyre
0 0
Financial Advice • Value Investing
3 years ago
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When to Sell Out of Non-performing Stocks

Just to be clear: owning a few bad apples in portfolio is not something that happens to inexperienced, unlucky or lesser informed investors only. It happens to all investors of all colors, shapes, and levels of experience.
By Rudi Filapek-Vandyck
0 0
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Value Investing • Growth
3 years ago
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Growth vs Value

The terms ‘growth’ and ‘value’, however, have had more staying power and are used extensively in financial market commentary. Frequently we read that ‘growth is outperforming value’, a particular investment firm is a ‘value manager’, or a certain company is a ‘growth stock’.
By Stephen Arnold
0 0
Value Investing
3 years ago
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Volatile World Markets are Telling us to Stay Cautious

With the high-momentum growth stocks falling in a heap – just as we warned they would – investors may be considering whether value has emerged.
By Roger Montgomery
0 0
Value Investing • Investment
4 years ago
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Why are Declining Businesses Difficult Investments?

Declining businesses tend to first resist structural change. Then, when it’s too late, they try frantically to fix things up with ill-conceived new products or foolish, overpriced acquisitions.
By Steve Johnson
0 0

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Lucy PercyFive variations to a testamentary trust for you to consider

Testamentary trusts are important to consider in estate planning. They can only be created by being included in a Will prior to death (it’s either in there or not, there are no second chances to add it in later).

Last year the AIA worked with lawyer, Lucy Percy of Head & Heart Estate Planning who delivered a series of articles and a webinar on estate planning and testamentary trusts which was exclusive to members.

Subscribe to our newsletter now and find out the five variations to a testamentary trust Percy suggested that you might like to consider.

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