Andrew Macken joined CommSec's Tom Piotrowski to discuss the outlook for global markets. read here
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The Anatomy of the Australian Small Cap Market
Gary Rollo
September 16, 2019
We like small companies with strong growth potential, especially if they are relatively undiscovered. In this article, we share the four segments we use to classify the small-cap universe. Continue…
by Gary Rollo Posted in Investing Education, Market commentary.
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Have bond buyers mistimed the equity market?
Christopher Demasi
September 16, 2019
Last week the Wall Street Journal reported that investors had pulled US$46 billion out of stock funds, the biggest monthly outflow of the year, and added to their holdings of corporate bonds. Looking at the return potential of these two asset classes this move appears to be a case of driving while looking in the rear vision mirror. Continue…
by Christopher Demasi Posted in Global markets.
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Three reasons why we have held Reliance through recent price volatility
Joseph Kim
September 13, 2019
Reliance Worldwide (ASX:RWC) has been a recent introduction to the portfolio. The company sells innovative and simple plumbing fixtures to enhance productivity and efficiency for end users. Reliance’s core product is the “Push-to-Connect” (PTC) fitting to connect two ends of a pipe, marketed under the Sharkbite brand. Continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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How to navigate this confusing market
Andrew Macken
September 12, 2019
Andrew Macken joined Tom Piotrowski at CommSec on the Executive Series to discuss the outlook for global markets. With a wide range of possible outcomes for many global scenarios there are some key themes which you should be aware of. Watch here.
by Andrew Macken Posted in Global markets, TV Appearances.
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Why Peloton Interactive is just the latest hula-hoop
Roger Montgomery
September 12, 2019
We’re currently witnessing a bubble in profitless start-ups funded by private equity. The only questions that remain are what will pop it, and when will it pop? The upcoming IPO of indoor fitness company, Peloton Interactive, is a case in point. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Switzerland tops the world honesty table
Roger Montgomery
September 11, 2019
Warren Buffett has observed that honesty is the most important trait in the people you work with. The same might be said of firms you invest in. Which makes a recent study into cultural honesty interesting reading. It found that Switzerland is the most honest country in the world. Any guesses for which nations are least honest? Continue…
by Roger Montgomery Posted in Insightful Insights.
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Money News 11.09.2019
Roger Montgomery
September 11, 2019
In this interview on Money News, Roger and John Stanley discuss when to start investing in equities or property. Find out why we think the right time is yesterday, and always will be. If you’re looking for long term growth, the companies you want to look at should be demonstrating success in a global market or small Australian businesses.
by Roger Montgomery Posted in Editor's Pick, Radio.
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Five key themes for small-cap investors
Dominic Rose
September 11, 2019
The smaller end of the stock market delivered a mixed bag during the recent reporting season. But if you sift through the company reports, you’ll find five themes common to those that provided positive reports and/or outlook statements. These are the companies to put on your watchlist. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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