Buy Hold Sell
For many years, Fairfax enjoyed its famous ‘rivers of gold’, the seemingly endless cascade of revenue pouring in from its online advertising pages. These 'rivers' have long since carved their own channels though, and as Matthew Kidman from Centennial Funds quips in this entertaining episode of Buy Hold Sell, ‘the... Show More
Daily Report
Another fairly busy session today with weakness in US Futures before our open this morning thanks to Trump’s tweets over the weekend ensuring we opened on the back foot, while a weaker than expected quarterly update from CBA had the banks in the crosshairs + throw in a downgrade for... Show More
Fund Manager Q&A
Fidelity's Future Leaders Fund recently made history when it won Morningstar’s small-cap Aussie equities ‘Fund Manager of the Year’ award for the second consecutive year. Following this impressive win, we recently dropped in to chat with the fund’s Portfolio Manager, James Abela. In this wide-ranging discussion, James explains why he... Show More
Equities
Only everyone that has ever left their parents’ home! Show More
Buy Hold Sell
There have been some astounding one-day moves this reporting season among the market darling midcaps, including Altium jumping 20%, Webjet soaring 30%, Blackmores plummeting 25%, and Bingo getting kneecapped by 49%. In this week's episode of Buy Hold Sell, we look past these wild moves to seek relative stability and resilience... Show More
The chance of a trade deal between US and China before deadline for increases in tariffs seems to be slipping away as Trump says he won't meet with Xi Jinping again before March 2; the AiG housing construction index stayed deep in negative territory for January, indicating a continued slump... Show More
With reporting season commencing, you can access our full calendar here, which lists reporting companies in chronological order with forecasts and ratings. Show More
In the last couple of months it has been all about “the market”. We have been more concerned with cash levels than stock selection and as one of my team said yesterday, you know something is wrong when the first word anyone says when they walk into the office is... Show More
This week on The Rules of Investing podcast, we've got a special episode featuring three guests from Future Generation (ASX:FGX & ASX:FGG). The Future Generation companies are set up to provide charities with an annual stream of donations, while providing shareholders with exposure to the best fund managers - free... Show More
It may take a while yet before the general commentariat is willing to accept that dynamics for global equities have now irrevocably changed. However, on my observation, today's equity markets are increasingly showcasing the main characteristics of a bear market. Show More