Analysis & Opinion

The Next Boom

We’ve had an Asia boom, a tech boom, a biotech boom and a resources boom: where next? Booms in various sectors come and go on the stockmarket. In recent years we have seen the great tech boom of 1999-2000, the China boom, a flurry of interest in biotech stocks, and then a succession of commodities…

Perma-QE: Lessons from Bernanke’s Latest Splurge

AFTER months of “quanticipation”, the Federal Reserve has finally done it. Ben Bernanke yesterday announced another round of asset purchases. The much-vaunted third round of quantitative easing (QE3) is now a reality. And this time it’s permanent (or, at least, open-ended). First, let’s get the details out of the way: •    The Fed will buy…

The Next Big Thing – The Gas Revolution And Stocks To Watch

As the global economic outlook remains uncertain and the purveyors of doom reign supreme, more people are taking their money out of equities and putting it into gold, bonds, term deposits, and perhaps even under the mattress or buried safely in the garden. Yet investing history seems to tell us equities win out in the…

5 Gold Stocks For Gold Bulls

Are you thinking about jumping on the gold bug bandwagon?  If you are already on board, are you thinking about jumping off? There are two ways to make money on commodities – either through trading the commodity itself or through trading the companies engaged in producing the commodity.  In the case of metals, you have…

Does the debt crisis signal the end of the mining boom?

It’s hard to believe, but there was a time when mineral commodities were considered passé and BHP Billiton rarely made broker headlines – but between the early 1980s and 1990s a credit crunch and sovereign debt crisis in Latin America and Russia saw a sharp downturn in commodities prices. Crises are nothing new and the…

Premium – How to Analyse Company Financials

For many investors financial analysis forms the foundation of their investment decision.  In their minds, it is the essential component in the process of evaluating a company as a potential share market investment.  By digging into the crown jewels of a company’s annual report -the income statement; the statement of comprehensive income; the balance sheet;…

2018 ASX 200 Winners and Losers

Twice a year Aussie investors are treated to summary listings of the best and worst performing stocks on the ASX; first for the fiscal year ending on 30 June and again for the calendar year ending on 31 December.The following table from the 10 January digital edition of The West Australian lists the best and…

Beware The Bear Market

Stock markets are forever cyclical, an endless series of alternating bulls and bears.  And after one of the greatest bulls in US history, odds are a young bear is now gathering steam.  It is being fueled by record Fed tightening, bubble valuations, trade wars, and mounting political turmoil.  Bears are dangerous events driving catastrophic losses for…

Baby Bunting taking bigger growth steps

I fondly recall buying baby goods (or watching my wife buy them) before the birth of our children. Like many expectant parents, we bought new rather than used baby goods, sought advice from a specialist retailer and later regretted buying too much.The pricey baby-heart monitor seemed like a good idea at the time, but was…

Renting for life? Housing shift requires rethink of renters’ rights

By Kate Shaw, University of Melbourne Australia is the world capital for property speculation. Australians play property like Monopoly: buying, selling, demolishing, rebuilding, extending, renovating, always with the promise of appreciation on resale. The contribution to GDP of real estate transactions alone is the highest in the world, and three times higher than that in…