Analysis & Opinion

Market wrap: popular stocks

Market wrap and popular stocks at close on Friday. To see the latest data, click here to go to TheBull’s data centre, or click here and type in the stock code in the stock quote box for individual stock data and charts. S&P 200 (Monday)                    …

Market wrap: top 10 rises and falls

Top 10 rises and falls at close on Friday. To see the latest data click here to go to TheBull’s data centre, then type in the stock code in the stock quote box for individual stock data and charts.   S&P 200 (Monday)                        …

Backing Down On Mortgage Brokers

What a backdown.On Tuesday, with all the grace he could muster, Treasurer Josh Frydenberg declared that he wouldn’t be implementing as many of the banking royal commission recommendations as he had said he would.As he put it:Following consultation with the mortgage broking industry and smaller lenders, the Coalition Government has decided to not prohibit trail…

Investor Signposts: Week Beginning Mar 18 2019

Investor Signposts 15 Mar 19: Jobs and population data in focus.CommSec Senior Economist Ryan Felsman previews the economic and financial market events scheduled for the week ahead including the RBA Board Minutes, the February employment data and the latest population figures.Watch Video: https://youtu.be/erSJfW8CPiUAustralia: Jobs and population data in focus• In the coming week the all-important jobs…

Mining Services and Construction Stocks with Strong Earnings Growth Forecasts

Many investors seek safety with the service providers of the “hot” products or commodities of the moment.  In the face of booming commodity prices in iron ore or oil, common sense suggests investing in a company that provides services for multiple miners and oil operators provides a level of diversification that suggests less risk.  Conventional wisdom advises…

Gold Miners Quarter 4 Fundamentals

The major gold miners are grinding higher in a solid upleg, fueling growing interest in this small contrarian sector.  They’ve mostly finished reporting their fourth-quarter results, revealing how they are really faring fundamentally.  Collectively the world’s biggest gold miners continue to face serious challenges, which often stem from declining production.  That makes stock picking more important than…

Dividends hit $29.4b

Dividends lift: Payouts hit $29.4 billionEconomic and Financial market perspectivesCash payouts: Since mid-February, ASX 200 companies have paid out around $4.5 billion in dividends to shareholders. But dividend payouts really start to ramp up in mid to late March. Overall, around $29.4 billion will be paid to shareholders over the February-June period, up from $26…

Take a dispassionate approach to investing

Investing legend Warren Buffett said to “be greedy when others are fearful”. Or as the 18th century British nobleman Baron Rothschild put it: “buy when there is blood on the streets”.Both billionaires referred to contrarian investing. That is, buying stocks when they are undervalued because of panic selling. And selling overvalued stocks when hype abounds.That is easier…

18 Share Tips – 18 March 2019

Michael Gable, Fairmont EquitiesBUY RECOMMENDATIONSGoodman Group (GMG)Chart: Share price over the year We’ve been positive about this commercial property group for some time and the chart continues to show plenty of positive momentum. GMG is one of the best quality stocks on the ASX, let alone among the REIT (real estate investment trusts) sector. It has low…

An Illustration Of Why It’s Best To Diversify

Schroders produces a wall poster each year that shows the relative performance of all asset classes from the past 20 years. It’s one of the most popular items we provide to clients because it serves as a stark reminder of the role diversification plays in portfolio construction.This year’s table is ever more striking, given it…