Economy and Indices – February 2020
The ASX gained +1.8% over the month of January. Strong gains were held until the Coronavirus concerns took to the bourses. The weight of...
May 21, 2020
Australian Market Segments to December
November was dominated by mid-cap shares rising 4.8% compared to the market only rising 3.1%. The strength in Mid-Caps is partly...
May 21, 2020
Economy and Indices – November 2019
The ASX gained +3.1% over the last month to reach new all-time highs. This compares to the 3.8% rise on the US markets, also at new...
May 21, 2020
Three reasons why the Banks are not your saviour
Your portfolio is dominated by the Big 4 Banks and since March 2009, this has worked for investors. The bank-focus however, will not be...
May 21, 2020
Wednesday's Weekly Wrap
Economy and Indices The Australian market was flat for the 10th week in a row; still within the same tight, 120-point trading range of...
May 21, 2020
Quality Companies or Value Stocks in August Reporting Season wrap
When buying shares investors usually obsess over valuations and how much growth is already priced in - or not. This would seem that lower...
May 21, 2020
Trumping your yield from Utilities
Infrastructure has ridden a tailwind since Trump's election, part of The ‘Trump Trade’. However, as the Citi team noted a month ago, The...
May 21, 2020
Catch Uber everywhere and sell your car – why not?
Have you ever wondered if it would be cheaper to sell your car and catch an Uber everywhere? I have, that’s why I did the numbers. Oddly...
May 21, 2020
ASX Leaders Nov 2015 – Not what you’d expect
There are two distinct groups of shares leading the ASX in November 2015: Mid Cap shares (from the 51st largest company down to the 100th...
May 21, 2020
Market Trends and Leaders in September
The top performing companies on the Australian market, share the following themes: International earners. Property and Bond Proxies –...
May 21, 2020
