My Two Cents

The World’s Largest Empire

The common perception is that Google is merely a search engine. But Google is so much more.

My Two Cents

The Elon Musk stockmarket dilemma – Schroders

Elon Musk, CEO of electric carmaker Tesla, has suggested he will take the company private. We look at the benefits and costs of a stockmarket listing. Written by Duncan Lamont, Head of Research & Analytics, Schroders UK.

My Two Cents

What’s happening at Facebook?

It’s been a tough week for the tech giant following what turned out to be a disappointing set of earning results driven by what has been labelled as “fake news”.

My Two Cents

Future proof portfolios

The concept of future-proofing is the process of anticipating the future and developing methods of minimising the effects of shocks and stresses of future events.

My Two Cents

Last week’s By-Election and what it means for investors

Last week’s Super Saturday by-election was won by the ALP but the election result wasn’t all that relevant, it just means its business as usual for Government. We look at how it effects investors.

My Two Cents

Is it time to sell Afterpay?

If you still hold AfterPay you’d be punching the air in delight, you’ve done well. But now, we think it’s time to sell.

What We Liked

What we liked and disliked – 31 August 2018

In this section we look at what we liked and what disliked during the month

Market Insights

Reporting Season heads into its busiest week

Reporting season is up on us and most analysts are expecting it to be a good one.

Markets

AMP result is a slight beat on consensus

AMP results are out

Markets

CBA results are out

CBA results are in.

What We Liked

What we liked and disliked – July 2018

In this section we look at what we liked and what disliked during the month

Market Insights

Model Portfolio Performance – Month of July 2018

The ASX 200 Index posted a 1.38% gain for the month of July. The Dow Jones Index closed the month up 4.71%

Ferrari Portfolio

Ferrari Portfolio – We’re buying a new stock

We're adding a new stock into the portfolio today

Ferrari Portfolio

Ferrari Portfolio changes to the portfolio – 1 September

This week we have sold one stock and bought two more. Click to see what we've bought...

Ferrari Portfolio

Ferrari Portfolio – Changes this week – 28 July 2018

We're sold one stock this week and bought another.

Ferrari Portfolio

Ferrari Portfolio – End of year update

We're buying 4 new stocks this week

Ferrari Portfolio

Ferrari Portfolio – 18 June 2018 – We’re selling 4 stocks and buying 1

From The Herd

Stocks from the Herd – CBA, DMP, MYO

In this section we provide readers with three stocks that have attracted the interest of the broking community or the ‘herd’.

Fund Review

Fund Review Melbourne Airport Asset Review

The team at Unconventional Wisdom were invited for a tour of Melbourne Airport.

Under The Microscope

Under the Microscope Fairfax Media (FXJ)

This week Nine Entertainment lobbed a full takeover bid for Fairfax Media to create Australia’s largest media player. We look at Fairfax and whether it is worth buying.

X-Factor Stocks

Buy / Hold / Sell

In this section we provide readers with 2 Buys, 2 Holds and 2 Sells.

Fund Review

Why income matters –Plato Australian shares Income Fund

In a low yield world where interest rates remain at record lows, it’s a tough time for investment income seekers. Plato is a income orientated fund that delivers.

Under The Microscope

Under the Microscope Treasury Wine Estate

This week we do a deep dive into Treasury Wine Estates following reports of a wine surplus in China

Fund Review

Managed Funds Vs Listed Investment Companies – (LIC)

We have republished a recent research report from Zenith Research, a leading investment research firm in Australia.

Education

4 Tips from the street

Peter Lynch is one of the most successful institutional investors of all time. 

Education

What is the Future Fund

The Future Fund is Australia’s sovereign wealth fund that is responsible for investing for the benefit of future generations of Australians.

Education

Ideas from the inside

The revelations of the Royal Commission into Banking Industry is nothing new for the financial planning industry. It has been evident to us that the typical Australian has been getting a raw deal.

Education

Model Portfolio Performance – Month of June 2018

We discuss some of the holdings in the Wattle Partners model portfolio.

Education

A world of power hungry Data Centres

With the onset of 5G, Internet of Things, driverless cars, AI and high-definition video used for eSports, a massive array of data centres are springing up.

Education

5 things worrying investors that shouldn’t – JP Morgan

This week we met with the team at JP Morgan. They provided a paper written highlights five thematic issues worrying investors that shouldn’t.