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Fundamental Analysis

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Second-level thinking on Australian banks

Understanding the difference between first- and second-level thinking can make for more informed investment decisions, finding things others miss or bringing insights others don’t possess.

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.

Cheap stocks: how to find them and how to buy them

It's surprising to learn that only 25% of Australian listed companies are actually profitable. Whether you favour fundamental or technical analysis or both, how do you find and invest in cheap, good quality companies?

What makes a company attractive?

While fund managers are reluctant to reveal their newly-found 'top picks' to the public, there is an underlying process which can be used to identify an attractive company to invest in.

Technical versus fundamental analysis in equity markets

The two main approaches used to find good companies in equity markets are technical and fundamental analyses. Devotees of each style will argue their way is best. Roger Montgomery favours the fundamentals.

Squiggly lines and lessons in market timing

Obviously it’s best to sell high and buy low, but in the irrational world of stock markets, the past may offer little guide to the future. The most we can realistically expect is to learn how to tilt the odds in our favour.

You the speculator

Unwittingly, you are probably a speculator rather than an investor and this series of articles will encourage you to turn your back on speculating forever.

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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.

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.

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.

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.

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.

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.

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