ASX:WOW

Big versus Small Company Investing

Hugh Dive

Over the past twelve months small companies (as measured by the ASX’s Small Ordinaries) have returned 22%, outperforming large caps (ASX Top 100) by almost 10%. This has led to numerous articles in the financial press claiming that small is beautiful and that investors should look beyond large Australian companies... Show More

Growth at a reasonable yield

Marcus Tuck

John D. Rockefeller once said: "Do you know the only thing that gives me pleasure? It's seeing my dividends coming in". Mr Rockefeller was perhaps a little too fond of his dividends, but they are an important component of total equity returns, particularly in a high-dividend-paying market such as Australia's... Show More

3 overvalued yield stocks (WOW, TCL, BWP)

James Gerrish

Global interest rates are rising after a multi decade decline in US Bond Yields and recently we saw interest rates / bond yields rally above those on offer by stocks, a fairly new phenomenon to many players in today’s market although it’s definitely not yet occurring in Australia. The US... Show More

Sectors and stocks on our radar right now

Chris Stott

Expectations of accelerated interest rate rises sent equity markets into a tailspin in February, impacting the first quarter and setting the tone for the calendar year. The good news is that it’s not all doom and gloom and investors can look to the media and retail sectors for opportunities over... Show More

What should you sell in a volatile market?

Hugh Dive

The first two months of 2018 have been a wild ride for Australian shares, with big falls and then big recoveries. However, from looking at the headlines in the financial press most investors would be surprised to find out that the ASX 200 index actually finished February exactly where it... Show More

A small craft brewer with a big growth strategy

Alex Milton

Started in 2002 by a small Western Australian team of brewers, Gage Roads (ASX:GRB) has grown to become one of the most prominent craft brewers in Australia. The company is now well capitalised and has infrastructure capacity in place to satisfy significant growth in projected demand over the next five... Show More

Avoiding the portfolio ‘torpedoes’

Hugh Dive

I have had the “fortunate” experience of having observed both the GFC in 2007-08 and the Tech Wreck in 2001 from the vantage points of helping to manage conservative value-style funds. During these periods the portfolios were populated with companies paying dividends from stable recurring earnings such as TransCanada Pipelines... Show More

Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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