Buy Hold Sell

It’s that time of year! After months of macro dominated action, ASX-listed companies are reporting their earnings and showing investors what’s really going on. Expectations are the name of the game and this February it’s not just about the result but also the guidance and outlook commentary. Research has shown... Show More

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jim lolo

Always a very interesting section to watch

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david Heath

always enjoy the banter and the reasoning. Some good tips

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Mary Murphy

Interesting info to digest - thanks !

Matt Joass

Selling is a big blind spot for investors. For every thousand articles about when to buy a company, we’re lucky to find one about when to sell. Yet selling has a huge impact on our long-term performance. And the evidence is clear: most people are no good at it. But... Show More

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Simon James

Thanks for this, this is easily the hardest part I find in investing, particularly with a buy and hold mentality being drummed into most investors from the core books. I am now much more [...]

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Matt Joass

Thanks Simon, great points. I also think it is a great idea about setting a margin of safety on the upside as well. It depends on the style of investing you are undertaking. But for fast [...]

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Mark Dawson

I also struggle to find the best time to sell. I used to go off percentages earned but now I put in more effort. Quiet often I check to see when a company is going to release it's earnin [...]

Hugh Dive

Commentary on house prices was a major topic in Australia’s media throughout 2018. As a nation whose taxation system incentivises home ownership, falling prices – although coming off close to 10 years of solid annual compounding gains – understandably generate a large amount of media coverage and community interest. Show More

Chris Watling

Excess in the Australian housing market has been widely discussed by investors and commentators for a number of years. Underpinned by cheap money, house prices have risen significantly resulting in extreme valuations (house prices are nearly 9x average incomes). Show More

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Mark Dawson

I Totally agree Chris. We are heading into a recession, probably a slow burst! . It always takes a while for all the negatives to filter through and compound. What happens when rates get [...]

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Philip Andrew Pyott

It is not only the cost of money that is the main issue today but the availability of funding - there is less credit being approved for borrowers.

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David Yabsley

Those who kneel before the alter of monetary policy, are like religious fanatics, oblivious to the obvious. Following years of negative real interest rates asset bubbles abound and yet t [...]

Henry Jennings

Never mind the profit, what about the dividend? For most TLS investors the dividend is the thing. Remember that the 3c special dividend is just that. Special. Special dividends do not last forever. For growth investors, there are far better opportunities elsewhere. For income investors, there may well be better... Show More

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Grant

It was T2 that was $7.40 per share. T3 was $3.60

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Henry Jennings

Thanks Grant my mistake. Has been corrected

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Douglas Greville

Do your homework into the radiation levels of a 5G handset, then see if you still want 5G

Ian Carmichael

Constellation Software is a Canadian domiciled collection of Vertical Market Software (VMS) companies operating across a variety of industries. VMS companies provide products that are tailored and specific to a single industry (i.e. vertical) and are typically focused on billing, administrative, and operational systems. While often servicing a relatively small... Show More

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Garry Dowd

Good analysis. Thanks Ian

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Lewis Der Sarkissian

Interesting company (never heard of it before this). Nice to read something about a tech company that isn't Google, Microsoft or Netflix

Chris Prunty

Expectations for Domain’s (ASX:DHG) first-half result were low. Recent share price performance has been poor. Prior to the result, the stock had fallen -28% over the past 12 months. The last big move for the stock was after their disappointing trading update on the 12th of October which saw the... Show More

Andrew Macken

Conventional wisdom typically holds that actively trading positions in your portfolio destroys value. Whether it’s Warren Buffett recommending a “buy-and-hold” strategy, or your advisor recommending against active-trading to minimise brokerage and taxes, there are plenty of experts out there who contend that active trading is inadvisable. Show More

Buy Hold Sell

A cyclone has ripped through markets in the last three months, leaving the ASX200 down 10%, and many stocks down by a multiple of that. Yet with powerful forces at play, another sharp leg down feels just as feasible as a Christmas rally. Show More

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jim lolo

As always, very informative

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eric wells

I've always likesd Matthew Kidman, and with the added Bonus of Tobias Yeo from Wilsons, , ( We own WAM ), this episode is great. Eric Wells

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Paul Bourke

I agree MYX will outperform the market over the next 3 years. It may also be the best pick out of these five for the next 10 years.

Mary Manning

Asian markets have begun trading again after the Chinese New Year break. Last year was a difficult year for Asia but the outlook for the Year of the Pig is decidedly different. The US Fed is becoming increasingly dovish, the US Sino trade war is de-escalating, China may announce monetary... Show More

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Lloyd Chin

However, China has issued more debt over the last 15 years than the entire US banking system. Will they be able to squeeze more GDP growth from what appears to be an exhausted credit eng [...]

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Mary Manning

Hi Lloyd, Appreciate the question. I think the Chinese Government is very conscious not to repeat the mistakes of past easing cycles where excessive borrowing was allowed in order to [...]

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Doug hampton

" policy optionality " " considerable optionality " !!! Good grief Mary the jargon is over the top !! Good article though ! Hap. Bendigo . Vic.

Marcus Bogdan

Cleanaway Waste Management (CWY), Australia’s leading provider of waste management and environmental services, has jumped 9% after delivering a 46% increase in revenues to $1.1bn, and a 43.2% increase in EBITDA to $221m. Show More

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Aleksandar Bogdanovic

Thank you for condensed analysis as every time. I live in Europe, Slovenia. Adding an additional perspective, recycling, following local data, reaches here around 75%.