GARP Investing
The ideas put forward by some of history’s greatest investors withstand the test of time. Some retail investors just starting out often guide their choice between growth stocks and value stocks with lessons learned from the past. Benjamin Graham and his heir apparent Warren Buffet offer advice on picking value stocks – companies worth more…
Searching for Value
Some of the new investors piling into share markets the world over are attracted to stocks with rapidly rising share prices. Those who try to learn more about investing before pushing the “Buy” button on their favorite online trading platform discover the stocks in question are considered growth stocks. In some cases analysts label select…
New Investors
A Sydney based financial research firm – Investment Trends – conducted a recent survey that yielded some interesting conclusions: over 400,000 Australians placed their first trade in the Australian securities market over the last 12 months. One in six first-time investors is under the age of 25. Given the size and scope of market meltdowns…
Can Technology Rescue Coal
The Australian Bureau of Statistics (ABS) tells us coal was first discovered in Australia in 1797 in New South Wales, followed by Victoria in 1825. Early efforts to mine and market coal were less than satisfactory until the government stepped in in 1889 to begin registering coal producing companies. Given the fact Australia now ranks…
Imagine This
In the aftermath of the GFC, a new financial sector emerged offering unsecured consumer lending for retail purchases, with minimal if any credit checks. What is more, the loans were interest free with repayments spaced out over time and low late payment fees. Would you have invested in the sector? The once unthinkable now is…
Screening for 52 Week Lows
Surprising as it may seem to some, one of the unintended outcomes stemming from the COVID 19 Pandemic has been a dramatic rise in stock market investing from retail investors. This according to multiple sources around the world. The latest comes out of Europe where a survey sponsored by UK based ITI Capital found 39%…
Buying New IPOs on the Dip
“Getting in on the ground floor” is the bait driving investor appetite for Initial Public Offerings. The breathless hype tracking the post-IPO performance of a stock like Afterpay (APT) gets the blood pumping enough to ignore the alternative outcome – when the ground floor collapses into the basement. The trading year 2021 looks for a…
Combining Information Technology into Healthcare
The COVID 19 Pandemic shoved the ASX Healthcare Sector out of its customary position over the last few years at or near the top performing sector list for the year. Information Technology wildly outperformed the Healthcare Sector, with a year over year return of +57.8% versus Healthcare’s 2020 performance of +4.1%. Many healthcare stocks were…
Short Selling Under the Microscope
It is hard to imagine any retail investor anywhere in the world not paying attention to the news out of United States markets about a battle between hedge funds and ordinary investors on the social media platform reddit.com over the strategy of short selling. Retail investors are cautioned again and again to leave short selling…
WAAAX Stocks – Buy or Stay Away
While the COVID 19 Pandemic ravaged sectors like energy, utilities, and industrials – all down more than 10% for the year 2020 – the Information Technology sector shined. Led by two residents of the ASX WAAAX stocks – Afterpay and Xero – the sector was up a staggering 57% for the year, dwarfing the 18.2%…