Market commentary
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Why we are still staying clear of Blackmores
Tim Kelley
November 1, 2016
Blackmores (ASX:BKL), which started the year as a ‘market darling’, trading at around $220 per share, is now trading closer to $110. Not only that, it’s also one of the most heavily shorted stocks on the ASX200. Is BKL’s fall justified, or has the market overreacted? continue…
by Tim Kelley Posted in Companies, Market commentary.
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What’s your life expectancy?
Scott Phillips
October 31, 2016
One of the most important reasons for investing is to build up enough assets to support us post our working lives. Not many of us want to rely on the forever-reducing government pension! So it’s only natural to ask: “how long can I expect to live?” continue…
by Scott Phillips Posted in Market commentary.
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Warning lights flashing for economy
Roger Montgomery
October 31, 2016
I have previously explained how, in an environment of low interest rates (that will eventually rise), and record high asset prices (that will eventually decline), now is the time to instruct to your adviser to investigate alternative strategies such as market neutral funds. After reading today’s blog you may be asking your adviser or the team at the family office team to ‘speed it up’.
continue…by Roger Montgomery Posted in Market commentary.
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Buckle up Dorothy. Kansas is going bye-bye.
Roger Montgomery
October 20, 2016
The warnings of an impending financial crisis are starting to come in from all corners. So, maybe they’re worth listening to. If the warnings materialise, Australia looks to be lining up for something much worse than anyone is anticipating, and we may not escape quite as easily as we did during the GFC. continue…
by Roger Montgomery Posted in Market commentary.
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Satyajit Das says it’s time to think about future generations
David Buckland
October 20, 2016
When Satyajit Das talks, it pays to listen. Das is a big thinker, and the author of six books including Traders, Guns & Money and Extreme Money, in which he covers subjects like global indebtedness, over-exploitation of scarce resources and climate change with incredible wisdom and expertise. continue…
by David Buckland Posted in Market commentary.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Is Berkshire Hathaway a victim of its own success?
Tim Kelley
October 19, 2016
There is no debate about the long term investment success delivered by Berkshire Hathaway. Since 1965, compound growth in per-share book value of Berkshire has far outstripped growth delivered by an investment in the S&P500 Index, resulting in an exceptional long term investment experience for Berkshire’s owners. continue…
by Tim Kelley Posted in Market commentary.
TaggedBerkshire Hathaway, buffett- 12 Comments
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POSTED IN Market commentaryTaggedBerkshire Hathaway, buffett
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More things can happen than will happen
Ben MacNevin
October 14, 2016
Investing is an exercise in assessing the likelihood and impact of different futures, yet political campaigns are an exercise in championing a very specific future. So let’s pause to consider one future that is capturing the attention of many investors: the adoption of more protectionist trade policies in the United States. continue…
by Ben MacNevin Posted in Market commentary.
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With a focus on the long term, we’re sticking with quality
Tim Kelley
October 14, 2016
Sometimes, the gyrations of the stock market can make our investment decisions look a bit ordinary. Take this year for example, in which a rebounding materials sector has easily outperformed the broader market. However, such moves don’t affect our investment philosophy. Our focus is strictly on longer term business fundamentals. continue…
by Tim Kelley Posted in Market commentary.
Taggedmaterials, resources- 3 Comments
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POSTED IN Market commentaryTaggedmaterials, resources
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Active vs Index Investing
Tim Kelley
October 10, 2016
Last year, when US basketball star LeBron James asked Warren Buffett for investment advice, Buffett advised him to buy an index fund. “Usually the simplest [idea] is the best,” said Buffett. His advice added to the debate about the merits of active fund management versus index investing. continue…
by Tim Kelley Posted in Editor's Pick, Market commentary.
Taggedbuffett, index investing- 3 Comments
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POSTED IN Editor's Pick, Market commentaryTaggedbuffett, index investing
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It’s time to consider short-selling as a mainstream investment strategy
Roger Montgomery
October 4, 2016
In an environment where low returns are the corollary of high asset prices – and the best-case scenario for most investors – any strategy that can add alpha from short-selling needs to move from the ‘alternative’ space into the mainstream. Yes, it’s time to consider short-selling as part of your investment strategy.
continue…by Roger Montgomery Posted in Market commentary.
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POSTED IN Market commentaryTaggedalternatives, short-selling
