investment strategy

It's not earnings that drive share prices but surprises in earnings, says Alphinity Investment Management's Jeff Thomson. "It's that surprise in earnings, where...

One of the most persistent errors made by investors, on my observation, is a too stringent application of the 'Buy Low, Sell High' principle, usually translated as:...

Investing in growth companies is something entirely different from trying to find true value among bombed out cyclicals, disrupted business models and misjudged...

Financial markets have proven too much of an enigma for many an investor and share market commentator in 2021. Is it all about elevated valuations, an abundance in...

Following Medallion Financials recent Livewire education piece “How to transform your portfolio” , I thought this Wire would be worthwhile in order to add further...

The majority of Australians' portfolios, for better or worse, suffer from a little thing called "concentration risk". In fact, Medallion Financial Group's Michael...

Lakehouse Capital chief investment officer Joe Magyer has harboured a curiosity for investing from an early age - his earliest memories filled with nostalgic...

Since listing in June 1994, the performance of CSL (ASX: CSL) has been nothing but spectacular, with the stock ultimately growing into the ASX200's largest...

Pre-extreme market polarisation, I had developed my own share market indicator for the ASX, and for a while it proved rather reliable and effective.Its composition was...

In a share market as bifurcated as the ASX, leading indices such as the ASX200 or the All Ordinaries no longer show investors the true picture of what is going on. On...