Investing Education
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How do you value a growth stock like Cochlear?
Tim Kelley
July 19, 2016
You don’t have to look far to find high quality stocks that seem to have overshot their intrinsic value. As value-driven investors, we have two choices: use lower discount rates in order to justify investing in these stocks, or hold our cash and wait for better value to emerge. continue…
by Tim Kelley Posted in Investing Education.
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How resilient are you?
Scott Phillips
July 8, 2016
There are tonnes of articles and “expert” commentary on stocks, bonds or currencies that are expected to do well or expected to fail. Pundits saying how the latest political events will impact ‘the market’ and providing their opinion on how to protect the downside, upside or even the flipside of your portfolio! continue…
by Scott Phillips Posted in Investing Education.
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How to pick the best growth stocks
Roger Montgomery
June 28, 2016
As a long-term investor I know our clients will do just fine if we own shares in companies able to reinvest capital at high rates of return. If I auctioned a $100 million bank account earning an enduring 20 per cent interest rate, I would receive more for it than a bank account with $10 million earning the same 20 per cent. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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Cash is king when the market holds the aces
Roger Montgomery
June 27, 2016
Cash. For such a simple investment, it can cause an awful lot of grief. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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What does SMSF asset allocation look like?
Scott Phillips
June 27, 2016
If you have a self-managed super fund (SMSF), you know you’re in charge. Trustees are accountable for developing and implementing the fund’s investment strategy, and making all investment decisions. When preparing and reviewing your investment strategy, in addition to considering the personal circumstances of the fund members, you do need to consider diversification – how will the fund invest in a range of assets and asset classes. continue…
by Scott Phillips Posted in Investing Education.
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How the valuation spectrum can help us know when to hold, and when to fold
Scott Shuttleworth
June 23, 2016
In our last article, we looked at how investors can use the valuation spectrum to make better decisions when managing their investments. In the article, we discussed base cases and low cases. Now we look at high cases. continue…
by Scott Shuttleworth Posted in Investing Education.
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Is it helpful to compare historical market values?
Stuart Jackson
June 21, 2016
Like me, you’ve probably seen or read a number of industry professionals talk about the value of the overall market and, in particular, the PE ratio of the market relative to its longer term history. But how helpful is this when it comes to making investment decisions? continue…
by Stuart Jackson Posted in Investing Education.
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Using the spectrum to sell
Scott Shuttleworth
June 19, 2016
Continuing in our theme of answering unanswerable questions, we last week reviewed a model which can aid investors in entering a position, but what about getting out? continue…
by Scott Shuttleworth Posted in Investing Education.
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Better Forecasting
Tim Kelley
June 15, 2016
I recently found time to read “Superforecasting: The Art and Science of Prediction” by Philip Tetlock. Tetlock has previously published work on the reliability of expert forecasts and found that, on average their reliability is poor, and that predictions made by the highest-profile pundits tend to be worse than average. continue…
by Tim Kelley Posted in Investing Education.
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Money for Nothing
Roger Montgomery
June 9, 2016
Companies globally are using money for overpriced buybacks and inorganically-funded dividends. The result will be very low or negative returns to shareholders. It’s money for ‘nothing’. continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
