3 Stocks from the herd – BHP, BLD, SHV

From The Herd |

13 April 2018

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Which stockmarkets look cheap after the torrid start to 2018?

Fund Review

13 April 2018

The house of ETF cards

My Two Cents

13 April 2018

2 buys / 2 Holds / 2 Sells

X-Factor Stocks

6 April 2018

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My Two Cents

My Two Cents

Data Breaches & Cryptoworms: The World Held to Ransomware

Facebook shares fell as much as 8% on Monday after reports that Cambridge Analytica mined the data of over 50 million users of the social network without their permission.

My Two Cents

Are tariffs the answer?

Trump has unleashed a range of protectionist tariffs on US imports of steel and aluminium. But are these tariffs a bad thing?

My Two Cents

Franking Credit Cash Rebates to get the axe

This week the Labor party introduced a proposal to scrap dividend imputation cash refunds if they are elected at the next election. See what we think.

My Two Cents

Valuations, and the rewriting of a proverb

This month Martin Conlon, Head of Australian Equities at Shroders gives his insights. Despite concerns over valuation levels in many sectors, results season offered no cause for extreme pessimism on the ongoing profitability of most sectors.

My Two Cents

Platinum’s next frontier – China

This week we attended Platinum Asset Management's annual luncheon and it was all about China.

My Two Cents

Beware of the High Yield ETF Trap

The low interest rate environment has forced investors to take on added risks just to achieve they once did. In this article we go through a yield trap that is catching out investors.

Markets

Fund Review

Jeffrey Cole talks about a utopian world

Evans & Partner's Jeffrey Cole talks about disruption and a new world of tech

Charts of the week

CHARTS OF THE WEEK – 2 March 2018

In this section we look at a chart that we think is interesting

What We Liked

Week ending 2 March 2018

In this section we look at what we liked and disliked this week.

Market Insights

Reporting Season 27 February 2018

And that’s a wrap. Half year reporting season over and it’s been a positive one with more beats than misses combined with encouraging outlook statements

What We Liked

Week ending 23 February 2018

What we liked and disliked this week

Economics

Economic Insights – 23 February 2018

In this section, we look at the economic news affecting global markets this week.

Unconventional Wisdom

Ferrari Portfolio

Ferrari Portfolio – We’re selling two stocks and buying another

The Ferrari Portfolio has pulled back a little, so we've decided to sell some laggards and take a position in a new stock.

Ferrari Portfolio

Ferrari Portfolio – We’re holding on for now

We aren't transacting this week. We're holding for now.

From The Herd

3 Stocks from the herd – ANZ, STO, KMD

This week we look at Santos and whether investors should be selling or holding on following the recent takeover bid. We also look at ANZ while the Royal Banking Commission is underway and we take a look at high flyer Kathmandu.

From The Herd

3 Stocks from the herd – BLA, A2M and RFF

We look at the fallout following Glaucus' damning report on Blue Sky's operations. We also look at A2 Milk and the threat of Nestle and Rural Funds Group.

Ferrari Portfolio

Ferrari Portfolio – We are ADDING 2 more stocks

This week we are adding 2 more stocks to the portfolio

From The Herd

3 Stocks from the herd – WES, NEC, BSL

In this section we look at Wesfarmers after announcing it will demerge Coles. We also look at Bluescope Steel and Nine Entertainment Co.

Under the Microscope

X-Factor Stocks

3 China focused ASX stocks

In this section we provide readers with three ASX listed stocks that have exposure to China via their operations and sales channels.

Fund Review

Jeffrey Cole talks about a utopian world

Evans & Partner's Jeffrey Cole talks about disruption and a new world of tech

Fund Review

A way to invest globally using a value based approach – Invesco Global Opportunities Strategy

In this section we analyse the Invesco Global Opportunities Strategy Fund

X-Factor Stocks

A buy and a sell from reporting season

In this section we look at two stocks that we think are a Buy and a Sell from reporting season.

Floats

Best and Worst Floats of 2017

Here are the best and worst floats of 2017

Fund Review

How to profit when the market gets the jitters

In this article we talk about the Betashares Australian Equities Strong Bear Hedge Fund.

Education

Lifestyle

Wattle Partners Hawaiian Luau Party

Hawaiin Luau Party at Wattle Partners

Education

Investing in Robotics – Nanuk Asset Management

The rise of the collaborative robot or cobot is designed to perform specific tasks in physical interaction with humans in a shared workspace.

Education

New tool for the tool bag

Retirees have just been given a new tool for their strategy tool bag. The downsizer superannuation contribution (DSC) legislation was just passed just before Christmas.

Education

Ask a Guru – Superannuation Changes

This year saw major changes that affect the way member’s benefit from many of the major tax concessions of superannuation following the implementation of the federal government’s new superannuation regime.

Education

Capital Structure

We thought it would be worth¬while taking a step back and looking at the capital structure of a bank or company in greater detail.

Education

Blockchain for Finance

In this article we will discuss blockchain and how it is tipped to radically transform the way financial institutions work

The Unconventional Newsletter

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