Why is holding cash in the current market valuable? Read my most recent article for the Australian here
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Are You Sitting On An Impairment Time-Bomb?
George Hadjia
December 12, 2018
Recently, Verizon Communications (NYSE: VZ) wrote-down the value of its AOL and Yahoo acquisitions by US$4.6 billion. While this is an enormous sum of money, it pales in comparison to the goodwill write-downs of some of history’s biggest acquisition failures. It is worth looking at what goodwill is and why it might pose an asymmetric downside risk to a portfolio position. Continue…
by George Hadjia Posted in Investing Education.
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Should you participate in a share buy-back?
Joseph Kim
December 12, 2018
The Federal Labor Party has stated it would change the dividend imputation system if returned to power in 2019. This is expected to see a spike in the number of off-market share buy-backs. The big question for investors is: should you participate? Continue…
by Joseph Kim Posted in Investing Education, Market commentary.
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Managed accounts: What’s all the fuss about?
Dean Curnow
December 11, 2018
The buzz word in the platform space this year has been managed accounts. Larger financial planning licensee and planner groups are now considering or in the process of setting up their own managed accounts. Some of the platform providers with leading technology benefiting from this trend have been ‘the independents’ such as Netwealth and HUB24, amongst a handful of other providers. Continue…
by Dean Curnow Posted in Investing Education.
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Is Trade Me about to go under the hammer?
Stuart Jackson
December 11, 2018
New Zealand’s biggest and most popular internet auction and classifieds website, Trade Me (ASX:TME), is being put under the microscope by two potential bidders – Apax Partners and Hellman & Friedman. And there’s speculation that more bids are likely for this strong and growing business. Continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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Portfolio Puzzle – The Solution
Tim Kelley
December 10, 2018
In a recent post, we set out the following 20-stock portfolio, and invited readers to think about the investment style and process behind the portfolio. To recap, the individual holdings and weights were as follows. Continue…
by Tim Kelley Posted in Investing Education.
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VALUE.ABLE THE PODCAST: EPISODE 8
Roger Montgomery
December 10, 2018
In this episode of Value.Able The Podcast I take a look at the importance of a rational assessment of value by looking at a group to stocks to see if they are expensive or cheap. Valuing a company allows you to see if there is unbridled enthusiasm built into stocks.
by Roger Montgomery Posted in Podcast Channel.
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Cognitive Biases Part I
Amit Nath
December 7, 2018
As we have discussed several times on this blog, human beings have evolved acute survival instincts over thousands of years of evolution, however our logical reasoning instincts remain quite primitive for the sophisticated world we navigate today. Continue…
by Amit Nath Posted in Investing Education.
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How Sharp Is Your Lens?
George Hadjia
December 7, 2018
How does one obtain an edge in investing? While Peter Lynch – the manager of the storied Fidelity Magellan Fund – once said that “the person that turns over the most rocks wins the game”, is it possible for one to gain an advantage from analysing the same information that other market participants possess? The answer is absolutely. Continue…
by George Hadjia Posted in Investing Education.
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