Trends & Opportunities

5 Contrarian Plays – Falling Knives or Solid Bets?

A growing number of Australian share market investors appear to have had enough with the dramatic volatility seen in the markets since the GFC.  Research firm CoreData Australia tells us over one quarter of Australian investors (27%) are planning to move out of risk investments into cash.  These figures represent year end 2011 and surprisingly…

Junior gold producers just getting warmed up

It only took eleven years, but in 2011 global gold-mine production has finally returned to pre-bull levels.  In fact, with 2011’s volume expected to come in at around 88m ounces, we’ll see a new all-time production high.  The latest exploration-and-development cycle is finally starting to bear fruit! This fruit has been hard-earned though, as the…

How low can Aussie property go?

These days it’s cheaper to buy a home in the playground of New York’s rich and famous, The Hamptons, than it is to buy in most Australian capital cities. Home prices in New York’s beachside retreat fell 13% last year, and are expected to tank again this year. Today, the median sale price in The…

Central banking behind the decline of the US economy

By Ron Hera, Hera Research, LLC   Leviathan the sea-monster, with Behemoth the land-monster and Ziz the air-monster Perhaps the greatest modern champion of central economic planning was the 20th century English economist John Maynard Keynes.  Keynes, who was a political socialist and for a time a central banker, advocated the idea that the government…

8 Stocks at Rock-Bottom Prices

Bottom trawling has always been an attractive investment strategy for many newcomers to share market investing.  They quickly learn from some of the world’s greatest investors that the key is to buy low and sell high.  The core idea of bottom trawling is casting your net in the hopes of finding shares so low they…

4 Growth Shares at a Reasonable Price (GARP)

Market volatility coupled with the stunning array of potential macroeconomic calamities that we have experienced over the last five years has led many to pronounce the death of the Buy and Hold approach characteristic of traditional Value Investors.  The mantra for many has changed from Buy Low and Sell High to Buy High and Sell…

Australian Shale Gas in the Rear View Mirror – Is It the Next Big Thing?

Australia has ambitious plans to unseat Qatar as the world’s leading supplier of Liquefied Natural Gas (LNG) but internationally renowned oil and gas consulting firm Wood Mackenzie warns we Aussies should be looking in the rear view mirror.  The Yanks are coming. At the dawn of the 21st Century natural gas prices in the US…

Why Aussie Gas Stocks Are Bottom Draw Stocks

Lucky Australia is blessed not only with an abundance of recoverable minerals, but also with respectable quantities of the world’s major fossil fuels – coal, oil, and gas.  Coal, although abundant in Australia and in other parts of the world, is definitely a fuel of the past.  Regardless of whether you believe in global warming…

What’s Hot, What’s Not In An Era Of Slow Growth

As investors we have to keep a watchful eye on not just the financial news, and the charts, but the world around us. Are businesses in your local area booming? Are people you know getting pay rises, or are they losing their jobs? Are your friends and family optimistic about the coming year? Oxford Street…

If deflation hits – run for cash

Rather than inflation, if there’s one thing that investors should be worried about, it’s deflation. It’s when prices decline, asset prices fall, incomes shrink and no amount of Government stimulus can get the economic machine powering again. Deflation is regarded by economists as a curse, and if the rot sets in it can last decades….