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Two stocks that passed the Regal filters

The investment process at Regal Funds Management allows them vary market exposure depending on the prevailing conditions. Simply put, Regal like to be ‘long’ in bull...
XRO
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Why the future is still bright for Australian investors

Ten years into a bull market and the question inevitably arises as to whether we have seen the end of the current cycle, or if we are simply witnessing a mid-cycle...
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Top stocks for exposure to the new China

While China's recent injections of liquidity into the system have got the economy going and recent purchasing managers' prints have also provided support to the...
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Will Australia implement quantitative easing?

With the cash rate already at just 1.5%, the Reserve Bank has limited ammunition left to deal with a falling housing market and a slowing Australian economy. Even if...
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Just how valuable is a global brand?

You hear a lot about the concept of disruption and the impact that this is having on established brands. The rise of social media has been a key enabler for small...
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Three lessons on contrarian investing

Contrarian investing is like an extreme form of value investing; contrarians will make investments that even a bold value manager would baulk at. It’s a fact of...
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The next domino for Australian housing

While the decline in property prices has been orderly thus far, things could get rough from here, says Charlie Jamieson, Chief Investment Officer at Jamieson Coote...
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An undiscovered gem (that won’t stay that way for long)

It’s not often you hear about a stock that appears to be flying totally under the radar but that’s what Simon Shields and the team at Monash Investors has found. This...
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Regal: 3 consensus trades the market has wrong

Part of the research process at Regal is to filter sell side research for new ideas. Philip King, CIO at Regal Funds Management, says this process generates long ideas...
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The value of innovation has shifted

A tsunami of new technology, new processes and new ideas is driving a period of innovation that is reimagining every industry globally. But just how do you value this...
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Where to find the best yield stocks

It's not easy to find yield opportunities in the large-cap universe at this point in the cycle, and with the potential for a pick-up in global growth and interest...
BHP
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4 ingredients of a great management team

Ask any professional investor what the most important attributes are to consider when assessing a new investment and “quality of management” is likely to feature high...
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Can the market get over the Kogan hissy fit?

“It is not the strongest species that survive, nor the most intelligent, but the ones most responsive to change.” This quote is often attributed (incorrectly) to...
KGN
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A healthy detox for the property market

Like most assets classes, the property market moves in cycles and with that comes periods of boom and bust. Tim Johansen, Managing Director – Real Estate Finance at...
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Two pathways to performance

Risk assets face an uncertain future as the Fed’s about-turn on monetary policy has left many investors wondering what’s next. However, according to Charlie Jamieson,...
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Why we invested in AMP

When you invest in a business like AMP, nobody stops you in the street to tell you what a great investment it is. While the businesses that AMP run may not look very...
AMP
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Why we don't own retail

Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio...
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Applying Buffett’s “Rule 1” of investing

Buffett’s famous “Rule 1” of investing is straightforward; don’t lose money. But 10 years into the current business cycle, with unemployment and interest rates at...
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Australian corporates feeling the pinch

Market liquidity and company profits are the twin engines of a bull market. So with liquidity draining, will profit growth be enough to sustain the market? We asked...
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Reasons to invest in this consumer disruptor

A journey through the lower level of any department store around the world will show an investor the extraordinary disruption that has been laid bare by the likes of...
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A financial incumbent reborn

In this exclusive video, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles articulates the opportunity available for investors when “the pace of change...
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Getting ready to grow the short book

When the stars align, there is money on the table for investors in short selling – the process of selling high, then buying low. With the tide of central bank...
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Are you paying too much for tech stocks?

Mining companies have traditionally traded at a discount to industrials due to the limited life of their assets. Amit Lodha, Portfolio Manager at the Fidelity...
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Two fundamental rules of property development

The lending practices of the major banks have come under pressure in the wake of the royal commission. It has proven to be a tailwind for an emerging breed of...
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Don’t rule out a U.S. downturn

U.S. consumer confidence is high, unemployment is well below historical averages, while supply constraints mean that plenty of jobs are now within reach for many...
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