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Home / Author: Dawn Kanelleas

Dawn Kanelleas

4 key materials for batteries and 9 companies that will benefit

Four key materials are required for battery production as we head towards 30X the number of electric cars. It opens exciting opportunities for Australian companies as the country aims to become a regional hub.

Dawn Kanelleas
13 October 2021
6

Five stock recoveries not hanging on COVID predictions

The focus on predicting the recovery from the pandemic is the wrong emphasis. Better to identify great companies benefitting from market changes over a three- to five-year horizon with or without COVID.

Dawn Kanelleas
16 June 2021
4

Five reasons Australian small companies are compelling investments

Many investors focus primarily on the big listed companies but the smaller end in tech, mining and healthcare outperforms through innovation. Many Australian companies are world-leaders in their speciality.

Dawn Kanelleas
16 December 2020
4

Picking the winners, avoiding the losers

In some parts of the market, the case for active management over passive is strong. The less-researched small companies space shows a focus on strong capital, proven management and a clear strategy pays off.

Dawn Kanelleas
3 July 2019
1

Not too big, not too small: the advantages of mid-caps

Companies ranked 51st to 100th by ASX capitalisation are in the mid-cap sector. They have better historic returns, industry diversity, insider ownership, and growth prospects than the S&P/ASX50.

Dawn Kanelleas
5 July 2018
5

Innovation offers opportunities for investors

There are plenty of innovative companies out there, but sustained success needs barriers to entry, strong distribution, marketing and research budget and product differentiation.

Dawn Kanelleas
21 July 2016
1

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Investing

Where to find good investment writing and advice

Investors are exposed to so much information that it’s often hard to filter the good from the bad. This looks at how to tell the difference between the two and the best sources of investment writing and advice.

James Gruber
2 October 2024
13

Investment strategies

Are demographics destiny for the stock market?

Demographics influence economies and stock markets, but other factors like technology and policy can overshadow their impact. Diversifying across income-producing assets can help mitigate demographic-driven challenges and build wealth.

Nick Maggiulli
2 October 2024
1

Are we reaching the end of Transurban's gravy train?

You can only push monopoly power so far before it triggers a backlash. Transurban might have finally pushed too far, raising big questions for investors.

Ashley Owen
2 October 2024
11

The dawn of wicked asset classes

Collectables and other non-traditional assets often rally late in the cycle. But you should only buy them with a clear purpose and with money you can afford to lose.

Niels C. Jensen
2 October 2024
1

Property

This property valuation metric needs a rethink

Capitalisation rates, commonly known as ‘cap rates’, are a fundamental metric in Australian property investing. However, this seemingly simple and ubiquitous measure can be far more complex to use when comparing different types of properties.

Stuart Cartledge
2 October 2024
1

Superannuation

Improving access to account-based pensions

Research suggests that 50,000 Australians who are retiring over the next year may not be able to access an account-based pension because they do not meet minimum application requirements of their super fund.

David Bell, Geoff Warren
2 October 2024
4

Do sanctions work?

Sanctions are losing effectiveness due to increasing economic polarisation, with many countries increasingly circumventing restrictions. Examples include China, Iran and Russia, whose industries have adapted despite sanctions.

Michael McAlary
2 October 2024
3

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