earnings growth

The idea that higher valuations necessitate more heroic assumptions, or lower future return expectations, to justify holding a position is an investing truism. But...

We believe those who view the exceptional profit upgrades from domestic consumer-related stocks over the last few months as being extremely short-term should consider...

To say it’s been a tumultuous year is to put it mildly. It’s been a year of bushfires and floods, of crushing self-isolation and illuminating self-reflection, of a...

As simple souls we attempt to disaggregate investing into earnings and multiples. Concerned as we are with the preservation of capital, we continue to maintain that...

In this week's webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen & Tim Fuller as we dive into the controversial world of company earnings forecasts...

Earnings season is the premier event of the investing calendar with more results to read than you can poke a stick at. With reporting now largely over, I think it...

Late British Prime Minister Harold Macmillan, when once asked what he was most worried about, reportedly said, “Events, my dear boy, events.” Investors certainly...

In assessing the value of a company, the market tends to focus almost exclusively on the outlook for earnings growth. While obviously important, this ignores other...

Successful thematic investing is not just about correctly identifying long term structural trends but also positioning yourself early to take advantage of them as they...

Valuations provide investors with a margin-of-safety when investing. However, what appears cheap for one, may not be so cheap for another. The most commonly used...