articles by Andreas Lundberg
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10 experts reveal their top investing tip for beginners
Andreas Lundberg
April 20, 2021
Maria Bekiaris published an article for Canstar which identifies top tips from 10 experts for anyone investing in shares or ETFs for the first time. Andreas discusses diversification and why a beginner investor should spread their holdings to some extent but also keep in mind that excess diversification does not reduce portfolio risk. Read here.
by Andreas Lundberg Posted in On the Internet.
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How Australia will look in a 3°C warmer world
Andreas Lundberg
April 12, 2021
The Australian Academy of Science has just released a landmark report looking at the long-term impacts on Australia from rising temperatures due to global warming. It’s called The Risks to Australia of a 3°C Warmer World, and I believe it is essential reading. Continue…
by Andreas Lundberg Posted in Editor's Pick, Market commentary.
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Which sectors could suffer if we cut our reliance on China?
Andreas Lundberg
April 1, 2021
China is Australia’s largest trading partner, taking almost one-third of our exports. But, after repeated economic actions – such as the imposition of high tariffs and import restrictions on some of our goods – it’s clear we need to reduce our dependence on China. In the short to medium term, that could be painful for some sectors of our economy. Continue…
by Andreas Lundberg Posted in Editor's Pick, Global markets.
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Why government should not water down responsible lending laws
Andreas Lundberg
March 23, 2021
Last year, in direct contradiction to a key recommendation of the Banking Royal Commission, the Federal Government put forward a proposal to ‘relax’ lending standards by the banks. Thankfully, a vote on the legislation has now been put on hold, and I’m hoping the proposal will be shelved completely. Continue…
by Andreas Lundberg Posted in Editor's Pick, Property.
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My take on the meteoric rise of EV makers
Andreas Lundberg
March 17, 2021
The valuations of electric vehicle makers, like Tesla and NIO, have risen spectacularly over the past year. But, given that car manufacturing is a very competitive, low margin business, have their share prices run too hard? Continue…
by Andreas Lundberg Posted in Companies.
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Aussie companies are now global standouts
Andreas Lundberg
March 10, 2021
According to JP Morgan, companies on the ASX have, on average, received some of the largest positive earnings per share revisions anywhere in the world. The reason is likely because our economy has been less impacted by COVID-19 than in most other nations. But this doesn’t mean our market is looking cheap. Continue…
by Andreas Lundberg Posted in Companies, Market commentary.
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And again, Codan surprises on the upside and announces an acquisition!
Andreas Lundberg
February 23, 2021
As a key holding in our funds Codan (ASX:CDA) has continued to consistently deliver and has been the strongest contributor to performance in recent years. On Thursday 18 February, Codan again managed to surprise on the upside despite updating the market through a trading update in late December. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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What CCP’s results say about the health of the economy
Andreas Lundberg
February 4, 2021
Credit Corp (ASX: CCP), which is a buyer of debt, is a company we follow quite closely. Apart from being a potential investment, CCP’s fortunes provide a keen insight into the level of financial stress in the real economy. So, the company’s recent results were a good indicator of where we are at. Continue…
by Andreas Lundberg Posted in Companies, Global markets, Market commentary.
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The plumbing of stock brokerages
Andreas Lundberg
February 2, 2021
In this week’s video insight Andreas discusses the recent news headlines emerging out of the US about retail investors ramping up stock prices in heavily short illiquid companies to create artificial short squeezes driving the share prices even higher and enabling the investors to sell and realise gains. Further news stated that retail brokerages such as Robinhood started to restrict buying of stocks involved in short squeezes. Andreas identifies how these brokerages work.
by Andreas Lundberg Posted in Video Insights.
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Why the global LNG price is heading north
Andreas Lundberg
January 15, 2021
Over the last couple of months, international LNG prices have been rocketing up. This is bad news for overseas consumers of our LNG exports and domestic consumers of gas, but could be positive for our gas producers and the Federal Budget, due to higher tax collections. The question is, how long will this run last? Continue…
by Andreas Lundberg Posted in Energy / Resources.
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