On the 3rd of July, the S&P500 index closed at an all-time high 2,996 points. But are equities that expensive? read here
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Money News 16.07.2019
David Buckland
July 17, 2019
In this interview on Money News, David Buckland joined John Stanley to discuss China’s economy and how the African Swine Fever epidemic, affecting China’s 25 provinces, could benefit Australian exports of beef and lamb.
by David Buckland Posted in Radio.
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Four major themes in the Chinese tech sector
Lachlan Mackay
July 17, 2019
In this week’s video insight Lachlan identifies four major themes in the Chinese tech sector including 5G, artificial intelligence and social credit. While news reports suggest near-term headwinds such as US tariffs are slowing China’s GDP, their longer-term commitment to being the future of technology remains well and truly on track.
by Lachlan Mackay Posted in Video Insights.
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Book Retailing: Back to the Future?
Amit Nath
July 16, 2019
Elliott Management, the activist U.S. hedge fund, famous for seizing an Argentinean ship after the country refused to make good on a bond payment, once again acquired a somewhat unusual asset, this time a chain of bookstores called Barnes & Noble. Continue…
by Amit Nath Posted in Companies.
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Recent data suggest the slowdown is just beginning
Roger Montgomery
July 16, 2019
The latest RBA rate cut indicates all is not well in the Australian economy, and retail and housing data seem to back this up. It’s time to be selective about where you invest. While sentiment might have improved of late, actual spending hasn’t picked up. Continue…
by Roger Montgomery Posted in Market commentary.
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Airbus Flying Past a Struggling Boeing
Lachlan Mackay
July 15, 2019
Latest reports from the two leading aircraft producers suggest Airbus is on track to stroll past Boeing this year and become the largest plane maker for the first time in 8 years. The ongoing 737 MAX crisis has lasted four months, already longer than Boeing or any of its stakeholders anticipated. Continue…
by Lachlan Mackay Posted in Airlines, Companies, Stocks We Like.
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Which music streaming service is growing the fastest?
Andrew Macken
July 15, 2019
Did you guess Spotify? Apple Music? Those would be logical given they are the industry leading digital music streaming platforms. But those would also be incorrect. In fact, the correct answer is: Amazon Music. Continue…
by Andrew Macken Posted in Companies, Stocks We Like.
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How valuable is Iluka Resources’ MAC royalty?
Joseph Kim
July 12, 2019
One mining company that does not get frequently mentioned despite being in the ASX 100 Index is Iluka Resources (ASX:ILU). The company owns a significant asset known as the “MAC royalty” receiving an extremely lucrative royalty rate on iron ore revenue generated from BHP’s Mining Area C mine. Continue…
by Joseph Kim Posted in Companies, Energy / Resources.
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Who’s selling you that stock?
George Hadjia
July 11, 2019
Being successful as an investors requires finding and capitalising on inefficiencies in the market. Perhaps the biggest source of market inefficiency remains the human being – optimism or pessimism – leaving mispriced securities in our wake. Are you paying attention to all relevant information? Or are you over-extrapolating from recent results, leading to unrealistic expectations?
Continue…by George Hadjia Posted in Investing Education.
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