Trends & Opportunities

Earnings Season: 6 Stocks Reveal Their Numbers

On the surface corporate earnings releases qualify as “report cards,” quantifying past performance.  But future guidance and management commentary take company earnings reports beyond the immediate into the future.  They offer clues as to what to expect in coming months. Right now we have some evidence there is reason to worry about our property market,…

The Big Plunge – Iron Ore Below US$100, As Miners Get Hit

Based on the number of media reports this week, you’d think that the sky was falling. Although the sky isn’t falling, iron ore prices are – and they’re triggering a slew of possible events from a fallout in the Aussie dollar to a hole in our terms of trade. According to a report in the…

A Gold And Silver Rally In The Making

By Ron Hera, Hera Research, LLC Gold, silver and crude oil prices are closely related to the movement of the U.S. dollar.  After a healthy consolidation, gold began to move up in August 2012.  At the same time, deteriorating expectations for crop yields in the American Midwest moved corn and soybean prices to new highs. …

The Perfect Storm – A Crisis Worse Than 2008

A perfect storm – gearing up to be worse than the 2008 financial crisis – could hit in 2013. That’s the prediction championed by Dr. Nouriel Roubini, the man who predicted the US housing market bubble and subsequent global economic fallout as far back as 2005. Roubini predicts that 2011 will be a relatively flat…

Earnings Season Surprises Roll On

Earnings season can play havoc with the value of your stock portfolio, and for this reason it can be a nerve-wracking time for investors. On the other hand, earnings season is a moment of truth in an industry plauged by misinformation and market hype. On Thursday, the ASX saw its biggest rally in two weeks…

Odds growing for US stockmarket to fall

With the US stock markets challenging a major multi-year high, investors are feeling pretty complacent these days.  But unseen below the placid surface, a serious risk is arising from the depths.  With each passing day, the odds grow that a new stock bear is imminent.  As these merciless beasts typically maul the markets until stock…

Yield Investor Alert – It Pays To Be Choosy When Buying A-REITS

Once upon a time Australian Real Estate Investment Trusts (A-REIT) were a favorite place for investors looking for high yield. And then along came the GFC. Many A-REITS leveraged themselves to the hilt and when the credit markets tightened, many found themselves in serious strife.  However, in the last few years the sector has picked…

6 Stocks Leading The Pack

In the long distant past an eager young investor put every cent he owned into stock of the company that made the first mouse trap the world had ever seen.  Sales skyrocketed and the young man bought more and more shares, certain the company could not fail.  And then along came a competitor who built…

Rio, Telstra and Cochlear Report This Week – We Analyse What To Expect

Earnings releases often act as a major catalyst for share price movement up or down, which is the primary reason reporting season is big news in the trading world.  Some newcomers to investing are shocked when they see a favored stock drop dramatically after an earnings release that seemed reasonable to them.  They soon learn…

Bottom Fishing for Cheap Stocks

There is an investing philosophy that looks for value in shares of companies beaten beyond recognition and left to sink slowly or sometimes to plunge to the bottom of the market.  Called by various names from bottom trawling to bottom feeding to bottom fishing, the idea is essentially the same. Some shares end up at…