Investing Education
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Is value investing poised to do well?
Tim Kelley
August 5, 2020
One of the most fundamental dichotomies that can be drawn in equity markets is the one that separates “value” from “growth”. In simple terms, you pick a basic metric – say price to earnings ratio – and you divide the market up into those stocks with a PE ratio above the average (growth stocks) and those with a PE ratio below the average (value stocks). continue…
by Tim Kelley Posted in Investing Education.
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Investment platforms: more than just an admin tool
Dean Curnow
July 16, 2020
Investment platforms are many things, from an administration tool for advisers and the end investor, to a world of wrapped investment options only previously presented to SMSF’s with both strong paperwork skills and large balances. continue…
by Dean Curnow Posted in Investing Education.
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Freedom Foods shows why it pays to check a firm’s cash-flow
Joseph Kim
July 2, 2020
Ignoring a firm’s operating cash-flow conversion for a period of time can be very risky. Particularly during a period of business stress, like we have right now. The most recent example of this is with Freedom Foods (ASX: FNP), which was recently put in a trading halt pending an investigation into its financial position – but not before its share price dived 14 per cent.
continue…by Joseph Kim Posted in Companies, Investing Education.
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How to minimise risk during recessions and economic crises
Roger Montgomery
June 30, 2020
What’s the best way to minimise risk when investing during a recession or economic crisis? Research by NYU’s Stern School of Business shows that one method could be to allocate funds according to where the company sits in its business lifecycle – which is the approach taken by the Montgomery Small Companies Fund. continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
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Is the LIC market dead?
Dean Curnow
June 26, 2020
Listed Investment Companies (LICs) have arguably been the poster child of the Exchanged Traded Product (ETP) movement. As at the end of May, LICs accounted for AUD $45 billion by market capitalisation on the ASX, with 108 offerings across a range of asset classes though mostly concentrated amongst Australian and international shares as captured by Morningstar. continue…
by Dean Curnow Posted in Investing Education.
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Does debt no longer matter?
Joseph Kim
June 2, 2020
As countries look to re-open their economies, the narrative from financial media circles has been one of re-opening and “V-shaped” recoveries to explain the recent rally in equity markets, despite the significant uncertainty that dominates real world events. continue…
by Joseph Kim Posted in Investing Education.
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Why comparing the ‘balanced’ option in super funds is no easy feat
Dean Curnow
April 24, 2020
What do you see when you check under the hood of a ‘balanced’ portfolio managed by some industry funds? A very long list of assets with varying tail risks. Read on, and you’ll see that comparing balanced, multi-asset portfolio across industry and retails funds is no easy feat. continue…
by Dean Curnow Posted in Investing Education.
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How value investors could benefit from this market correction
Roger Montgomery
March 12, 2020
It’s been a tough few years for value investors, with value stocks now trading at the largest discount to growth stocks since the 1999 tech bubble. But I think the discount will close as the market correction separates quality businesses from expensive, high beta, high hope stocks. continue…
by Roger Montgomery Posted in Global markets, Investing Education, Market commentary.
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Are you overweight in growth stocks?
Tim Kelley
February 26, 2020
In an uncertain world, should investors have a strategy that looks beyond current trends and accommodates a range of different possible futures? In recent years growth stocks have had a winning streak, is now a good time to consider shifting the balance of your holdings towards companies that can demonstrate the ability to generate profits today. continue…
by Tim Kelley Posted in Investing Education.
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Value versus growth stocks
Tim Kelley
February 19, 2020
In this week’s video insight Tim takes a closer look at value stocks and growth stocks. On the whole, over long periods of time, it looks as though a value investor has enjoyed a significantly better investment experience than a growth investor. Long-term averages are not the whole story, however. Over short periods of time, value can underperform growth significantly.
by Tim Kelley Posted in Editor's Pick, Investing Education, Video Insights.