Check out my latest article for the Australian about the big supermarkets new ceo's making the same old mistakes READ HERE
-
Christmas fails to bring cheer to traditional retailers
Andreas Lundberg
January 30, 2019
Yet another gloomy set of figures has just been released highlighting the woes that beset bricks-and-mortar retailers. It confirms our view that investors need to be cautious about retail stocks and, by extension, their landlords. Continue…
by Andreas Lundberg Posted in Consumer discretionary.
- save this article
- POSTED IN Consumer discretionary.
-
-
-
The year ahead, tell us what you think
Dean Curnow
January 25, 2019
Through late-December I was lucky enough to be on holiday with my partner and her family in sunny Hawkes Bay, New Zealand. Some of my joy was clouded by the wave of headlines, and seeing the performance numbers for December across world markets. Continue…
by Dean Curnow Posted in Market commentary.
- 1 Comments
- save this article
- 1
- POSTED IN Market commentary.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
-
Which stores will e-commerce hit the hardest?
Roger Montgomery
January 24, 2019
Research by UBS shows that online purchases in the US will grow to around 20 per cent of all purchases by 2022. This upward trend should also occur in Australia. But the pain won’t be equally felt by all brick & mortar stores. Some might be hit particularly hard. Continue…
by Roger Montgomery Posted in Consumer discretionary.
- 6 Comments
- save this article
- 6
- POSTED IN Consumer discretionary.
-
MEDIA
Wake up Australia
David Buckland
January 24, 2019
David Buckland joined Michael McLaren on Wake Up Australia on 2GB to discuss the current state of the economy. According to the IMF, the global economy is weakening at a rate faster than expected. Global growth is forecast for 3.5 per cent in 2019, and 3.6 per cent in 2020, so is all this doom and gloom necessary?
by David Buckland Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
Analysis in selling could be just as important as buying
Joseph Kim
January 24, 2019
In the world of investing, there is significant attention spent on which stocks to buy and add to a portfolio – fundamental company and industry research, techniques to determine intrinsic value and financial analysis are just three potential areas of focus for a prospective investment. Rarely however, do you see much attention devoted to the other critical part of the equation – when to sell. Continue…
by Joseph Kim Posted in Investing Education.
- save this article
- POSTED IN Investing Education.