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Home / Author: Chris Stott

Chris Stott

Ten ways to generate new investment ideas

Investors have access to many sources of information, and investment ideas come in many guises from different places, some when you don't expect them. Where have your best investments come from?

Chris Stott
1 December 2016
4

Six factors guide when to sell your winners

While some investors like to take a profit, others let their winners run. It pays to have a systematic approach to selling winners in the hope of hanging on to the successes.

Chris Stott
15 September 2016
3

Nine factors to assess in IPOs with no earnings

When a new company comes to market with little or no earnings history, investors need to turn to other factors to assess the merits. It's a higher risk game but the rewards are there.

Chris Stott
30 June 2016

Why bother with company visits?

Although companies adhere to a continuous disclosure regime, it's hard to replace the value of company visits for active managers, who glean insights and understandings that financial reports and ASX statements fail to convey.

Chris Stott
14 April 2016
3

5 factors to look for when assessing management

When assessing the quality of a business, all the statistics, ratios and reports in the world cannot give you an accurate view of the human element of its management.

Chris Stott
3 December 2015

Why good active managers should outperform

In a continuation of the 'active vs passive' debate, there are many reasons why a good active manager should be worth the extra cost. What should the manager be doing to deliver results?

Chris Stott
22 May 2015
2

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Superannuation

The 'Contrast Principle' used by super fund test failures

Rather than compare results against APRA's benchmark, large super funds which failed the YFYS performance test are using another measure such as a CPI+ target, with more favourable results to show their members.

Graham Hand
13 October 2021
4

Property

RBA switched rate priority on house prices versus jobs

RBA Governor, Philip Lowe, says that surging house prices are not as important as full employment, but a previous Governor, Glenn Stevens, had other priorities, putting the "elevated level of house prices" first.

Gareth Aird, Kristina Clifton
13 October 2021
7

Investment strategies

Disruptive innovation and the Tesla valuation debate

Two prominent fund managers with strongly opposing views and techniques. Cathie Wood thinks Tesla is going to US$3,000, Rob Arnott says it's already a bubble at US$750. They debate valuing growth and disruption.

Emma Rapaport
13 October 2021

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
4

Why valuation multiples fail in an exponential world

Estimating the value of a company based on a multiple of earnings is a common investment analysis technique, but it is often useless. Multiples do a poor job of valuing the best growth businesses, like Microsoft.

Amit Nath
13 October 2021
4

Five value chains driving the ‘transition winners’

The ability to adapt to change makes a company more likely to sustain today’s profitability. There are five value chains plus a focus on cashflow and asset growth that the 'transition winners' are adopting.

Hendrik-Jan Boer
13 October 2021

Superannuation

Halving super drawdowns helps wealthy retirees most

At the start of COVID, the Government allowed early access to super, but in a strange twist, others were permitted to leave money in tax-advantaged super for another year. It helped the wealthy and should not be repeated.

Professor Kevin Davis
13 October 2021
23

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