Trends & Opportunities

Broker Buys: Gold Explorer As Takeover Target

After more than a month of pain there was finally something to cheer about for investors – a week of gains! The Dow was up 4.3%, FTSE up 1.8%, DAX up 1.0% and the All Ords was up 2.4%. Despite the week’s gains this is not the time to grow complacent, as there is plenty…

The China Economic Syndrome

In hindsight, anyone who takes the time to study what was going on in the buildup to the Great Financial Crisis wonders why so few economists predicted what was about to happen.  One of the few who did was Nouriel Roubini, a professor at New York University’s Stern School of Business. Roubini is now something…

4 small-cap bargains

Two weeks ago we stressed the importance of “derisking” your portfolio in the article “Are we near the market bottom?”, pointing to retail, banking, media, junior miners and penny stocks as those most at risk. All have been hit hard over the past two weeks, with more pain to come as global growth forecasts have…

2020: The Next Bull Market?

As soon as the sharemarket comes off even slightly, the Australian media gets hell bent on calling shares a bargain and an opportunity not to be missed. Journalists forget the fact that the sharemarket moves in cycles – quite lengthy cycles – and that successful investors are those who understand and navigate these longer-term cycles…

The Best Performing Market Over The Past 10 Years

How much would you have made over the last 5 or 10 years if you had invested in the US, Europe, emerging markets or Canada? And how do these market returns compare to Australia? Investing in the USA If you’d invested your money in the US sharemarket over the past ten years, it’s likely that…

Fears and Opportunities This Reporting Season

Earnings season is a crucial time in the investing calendar and serious stockmarket investors should monitor the performance of each and every stock they hold – on top of scanning the market for potential buys. Investors tend to go into earnings season not exactly knowing that they should do. Sometimes stocks fall in price after…

Broker Buys: Safe havens as stocks continue to dive

Another poor week for global investors – Dow down 4.0%, FTSE down 5.3%, DAX down 8.6%. Although the All Ords was down 4.0% in the four days to Friday, we still have Monday to deal with after European and US stocks continued to fall overnight. With fear reigning supreme, where does that leave Australian investors?…

4 Blue Chip Bargains

The US downgrade, ongoing European debt problems, a bleak outlook for the UK and poor local data all contributed to a terrible two weeks for Aussie investors. The ASX200 ended 9.35% lower (it has dropped 16% over the past four months), with worse falls for megaminers BHP and Rio, down 12% and 13% respectively. Even…

How Does the US Debt Downgrade Affect China (and therefore Australia)?

In the early evening of 05 August 2011, news from the other side of the globe forever changed the benchmark risk assessment standard the world had used for decades.  For the first time in history, US Treasury securities were not rated AAA.  Active investors know financial analysts the world over have used US securities as…

15 Reasons Why Aussie Investors Are Afraid

1. Insolvencies ⇑ In June this year 1027 Australian companies went under water – the second highest monthly total on record, and a 21% jump from a year earlier. These Aussie companies were either placed into liquidation, voluntary administration, receivership or were wound up. Accounting firm Taylor Woodings argues that sluggish trading conditions, high interest…