AMCOR LIMITED
With the Easter and Anzac period upon us, for some holiday reading, we’ve rounded up and summarised a baker’s dozen of the top wires of 2019 so far, including some of the most popular stock ideas, fundie interviews and big picture wires. 3 unmissable fundie interviews If you missed it, in... Show More
Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time.Therefore, we are not particularly concerned about the current year’s... Show More
With the pace of reporting season increasing next week, you can access our updated full calendar here, which lists reporting companies in chronological order with forecasts and ratings. Show More
It’s obvious. Retirees need income. With cash and fixed interest offering low yields, equities are a good place to look for income. On the surface, it may seem easy creating an income portfolio from shares – just select stocks from a list of high dividend yielders. However, setting up an... Show More
Most people are familiar with the concept of compound interest when it comes to term deposits where one can earn interest on interest by continuing to roll over a term deposit several times. However, many investors do not relate the concept of compounding to their investments in the sharemarket. Show More
Costs are rising. Raw material inflation is coming through the supply-chain across industrial stocks. As a result, earnings pressures are emerging in many companies with exposure to raw materials. We have seen this in companies with exposure to oil (such as transportation, rubber or plastics) and pulp (i.e. Paper and... Show More
There are five key things we look for in companies that we seek to buy and own. But to be honest, it's actually quite hard to find all those things together. Our five-point investment mantra includes: Show More
Investors Mutual, in partnership with Livewire, is excited to be running a live and interactive webinar today at 11am. Legendary stock picker Anton Tagliaferro established IML in 1998, this webinar is an opportunity for you to see how the lessons picked up over 20 years of investing can be applied... Show More
The process employed by Warren Buffett and Charlie Munger is striking not only for the long-term returns that have been generated, but also for its simplicity. In a world where jargon and complexity dominate, Buffett has been able to distil his process into just four simple filters. “Charlie and I... Show More
During the months of February and August every year, the majority of Australian listed companies reveal their profit results and most provide guidance as to how they expect their businesses to perform in the upcoming year. For fund managers, this is somewhat like Christmas, in that opening company results are... Show More