Saturday, 22 January 2022

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10 little-known pension traps prove the value of advice Check eligibility for the Commonwealth Seniors Health Card Hamish Douglass on why the movie hasn’t ended yet Start the year right with the 2022 Retiree Checklist At 98-years-old, Charlie Munger still delivers the one-liners

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Equities

1-12 out of 123 results.

Will 2022 be the year for quality companies?

Roger Montgomery
19 January 2022
2

It is easy to feel like an investing genius over the last 10 years, with most asset classes making wonderful gains. But if there's a setback, companies like Reece, ARB, Cochlear, REA Group and CSL will recover best.

Gullible travels, or are Aussies more sceptical?

Graham Hand
12 January 2022
12

Businesses exploit the psychological processes that people go through when they decide to buy something, but does the US research work when faced with "traditional hard-bitten, no-bullshit Australian scepticism"?

10 key investment themes for 2022

Joseph V. Amato
17 November 2021
2

The end of the year is approaching fast, when investors consider rebalancing their portfolios. What are the big themes in a market facing the threat of inflation and rising rates for the first time in many years?

Which companies have the pricing power to fight inflation?

Diana Wagner
17 November 2021
2

Company pricing power will be a crucial competitive advantage in the year ahead. There are signs that inflation could linger, but some companies and industries have the ability to grow their margins.

4 key materials for batteries and 9 companies that will benefit

Dawn Kanelleas
13 October 2021
6

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.

Why valuation multiples fail in an exponential world

Amit Nath
13 October 2021
4

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.

Five value chains driving the ‘transition winners’

Hendrik-Jan Boer
13 October 2021
1

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.

What do you expect from your portfolio today?

Miles Staude
29 September 2021
4

Recent history has been spectacularly good for most asset classes but there is a the colossal gap between fundamentally-based forecasts of stockmarket returns over the next 5-10 years and investor expectations.

Coles no longer happy with the status quo

Warren Bird
15 September 2021
12

It used to be Down, Down for prices but the new status quo is Down Down for emissions. Until now, the realm of ESG has been mainly fund managers as 'responsible investors', but companies are now pushing credentials.

Longest positive run for Australian shares since WWII

Ashley Owen
8 September 2021
8

The long current positive run for the Australian stock market is unusual but not a warning of imminent demise. Previous long positive runs were not all followed by corrections but this one may end this month.

Let's make this clear again ... franking credits are fair

Jon Kalkman
25 August 2021
102

Critics of franking credits are missing the main point. The taxable income of shareholders/taxpayers must also include the company tax previously paid to the ATO before the dividend was distributed. It is fair.

Three all-time best tables for every adviser and investor

Romano Sala Tenna
18 August 2021
48

It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.

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Most viewed in recent weeks

10 little-known pension traps prove the value of advice

Most people entering retirement do not see a financial adviser, mainly due to cost. It's a major problem because there are small mistakes a retiree can make which are expensive and avoidable if a few tips were known.

Noel Whittaker
15 December 2021

Check eligibility for the Commonwealth Seniors Health Card

Eligibility for the Commonwealth Seniors Health Card has no asset test and a relatively high income test. It's worth checking eligibility and the benefits of qualifying to save on the cost of medications.

Jon Kalkman
22 December 2021

Hamish Douglass on why the movie hasn’t ended yet

The focus is on Magellan for its investment performance and departure of the CEO, but Douglass says the pandemic, inflation, rising rates and Middle East tensions have not played out. Vindication is always long term.

Graham Hand
15 December 2021

Start the year right with the 2022 Retiree Checklist

This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.

Brendan Ryan
12 January 2022

At 98-years-old, Charlie Munger still delivers the one-liners

The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.

Graham Hand
12 January 2022

Should I pay off the mortgage or top up my superannuation?

Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.

Di Johnson
12 January 2022

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