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Sunday, 17 November 2019
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Peter Thornhill is a well-known advocate for sharemarket investing.
The current yield on a share or trust is simply the latest dividend divided by the current share price, an abstract number at a point in time. What really matters is the income delivered in the long run.
Those who worry about a tough year for shares in 2019 should not overlook the risks in fixed rate bonds, which might not be the defensive play required at this time. Better to watch for the bargains the share market will offer.
For long-term investors who can tolerate short-term volatility, shares will deliver the best outcome including income in retirement. It's cash and term deposits that are the long-term risks.
As part of the continuing discussion about dividends, Peter Thornhill sent in a chart that compares the long term performance of three Australian LICs with Warren Buffett's legendary Berkshire Hathaway.
Author and university lecturer, Peter Thornhill, has been part of a lively conversation in our comments section as a result of Ashley Owen's article on dividends. He produced this chart to expand his argument.
The current level of fear in the market could be signalling a downturn or even another GFC. Investors should remember the lessons from the last crisis, and be in a position to take advantage of the next one.
The pre-Boomer generations faced global wars and depressions, but Australians born after 1946 have enjoyed prosperity. Superannuation, education, strong markets and surging property prices locked in gains.
Young woment are showing increasing confidence in the sharemarket, promising a better future than the Boomers and Gen X women who hold significantly less assets than males of their generation.
A fund manager that can short sell stocks with weak investment characteristics while reinvesting the proceeds in long positions in preferred stocks has a high degree of flexibility.
Prolonging a recovery with stimulus could lead to a worse slump later. Even today, policymakers are haunted by actions taken in 1937 which led to a loss of production and jobs and a falling GDP.
Our annual scorecard for Australian banks shows earnings were hit by remediation costs and slow credit growth, but they are in good health and look attractive versus other listed companies.
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Firstlinks articles are collected in Pandora, Australia's national archive.