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3321-3340 of 4001

Education

May 07, 2018 14:54

The 5 key themes from Omaha

Those 4 companies combined make up almost 10% of the value of all publicly traded companies. They are hugely profitable. They are also going to make even more...

NAOS Asset Management

NAOS

May 07, 2018 14:54

May 07, 2018 09:38

10-baggers are everywhere (so are 100-baggers)

it will likely breach your manager’s “safe” position size and your manager will trim the position materially over time; Being the biggest position in a portfolio,...

Weimin Xie

MX Capital

May 07, 2018 09:38

May 04, 2018 15:53

Highest conviction mining calls

Positions are updated each Friday, or after the session when positions are traded. Disclaimer

James Gerrish

Market Matters

May 04, 2018 15:53

May 03, 2018 10:47

Like investing in the Titanic

This is most often achieved through an ETF or Fund that purchases the underlying companies that make up an index. In essence, the philosophy of passive...

Michael Goldberg

Collins St Value Fund

May 03, 2018 10:47

May 01, 2018 17:17

What Mattered Today; ANZ sparks bank rally

Positions are updated each Friday, or after the session when positions are traded. Disclaimer

James Gerrish

Market Matters

May 01, 2018 17:17

May 01, 2018 13:56

How to avoid being crunched

Indeed, a record US$34 billion recently flowed into equity index exchange-traded funds in a week. And when it comes to equities, be certain of this: there...

Roger Montgomery

Montgomery Investment Management

May 01, 2018 13:56

May 01, 2018 12:57

5 resource sector takeover targets

Positions are updated each Friday, or after the session when positions are traded. Disclaimer

James Gerrish

Market Matters

May 01, 2018 12:57

Education

May 01, 2018 08:50

Sign of the Times – What Do Argentina and Tesla Have in Common?

In the past three years, the spread between traded A and BB-rated securities has declined from 350 bps to only 150 bps (refer below chart). In other words,...

Stewart Harris

Yarra Capital Management

May 01, 2018 08:50

May 01, 2018 07:17

Chart Of The Week: REITs, GICS Changes, and Tech

This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes to the ubiquitous...

Callum Thomas

Topdown Charts

May 01, 2018 07:17

April 30, 2018 17:49

ASX 200 puts on 3.88% in April - best month in the last 7

Positions are updated each Friday, or after the session when positions are traded. Disclaimer

James Gerrish

Market Matters

April 30, 2018 17:49

April 30, 2018 08:41

Why we see another 3-4% upside & where to invest now

Positions are updated each Friday, or after the session when positions are traded. Disclaimer

James Gerrish

Market Matters

April 30, 2018 08:41

April 27, 2018 10:13

What Mattered Today; UBS reignite the bank sell off

Positions are updated each Friday, or after the session when positions are traded. Disclaimer

James Gerrish

Market Matters

April 27, 2018 10:13

April 27, 2018 07:45

The best protection from future market blow ups

If we owned many over-priced businesses (via an ETF or index fund, for example), or had a large, debt-fuelled one way bet on an asset increasing forever that...

Nathan Bell

Investsmart

April 27, 2018 07:45

Macro

April 26, 2018 11:43

The economics of aging

The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. There is a significant change in demographics that is currently...

MOGL

Andrew Macken

Montaka Global Investments

April 26, 2018 11:43

April 26, 2018 09:59

Some Thoughts on Asset Prices

This time last year we outlined some thoughts on Australian house prices and noted the premium at which dwellings in this country traded relative to...

Hamish Carlisle

Merlon Capital

April 26, 2018 09:59

April 26, 2018 08:53

Our Top Dividend Pick

The underlying share price has historically traded in a very narrow band with a one year high and low of $1.01 and $0.93 respectively.

Michael Wayne

Medallion Financial Group

April 26, 2018 08:53

April 24, 2018 12:03

The dos and don’ts of doing derivatives

So, if, for example, the share market falls 1% on a trading day, an inverse ETF will deliver a 1% gain in the value of the ETF, and vice versa if the...

Daniel Bosscher

PERENNIAL VALUE MANAGEMENT

April 24, 2018 12:03

April 23, 2018 17:32

What Mattered Today; Banks find a bid

Positions are updated each Friday, or after the session when positions are traded. Disclaimer

James Gerrish

Market Matters

April 23, 2018 17:32

April 23, 2018 06:23

Investing where your mouth is

Whilst Facebook was never our type of stock and we never owned it outright, nearly every manager (and “ethical” ETF) who runs a simple negative screen model...

MEC

Chad Slater

Ellerston Capital

April 23, 2018 06:23

April 19, 2018 17:26

What Mattered Today; BHP's quarterly production numbers - just okay

Positions are updated each Friday, or after the session when positions are traded. Disclaimer

James Gerrish

Market Matters

April 19, 2018 17:26

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The 5 key themes from Omaha

10-baggers are everywhere (so are 100-baggers)

Highest conviction mining calls

Like investing in the Titanic

What Mattered Today; ANZ sparks bank rally

How to avoid being crunched

5 resource sector takeover targets

Sign of the Times – What Do Argentina and Tesla Have in Common?

Chart Of The Week: REITs, GICS Changes, and Tech

ASX 200 puts on 3.88% in April - best month in the last 7

Why we see another 3-4% upside & where to invest now

What Mattered Today; UBS reignite the bank sell off

The best protection from future market blow ups

The economics of aging

Some Thoughts on Asset Prices

Our Top Dividend Pick

The dos and don’ts of doing derivatives

What Mattered Today; Banks find a bid

Investing where your mouth is

What Mattered Today; BHP's quarterly production numbers - just okay