ASX: BUY HOLD SELL – GMG

Goodman Group is a global integrated property company, engaged in owning, developing and managing industrial property and business space in the markets across the world. The principal activities are investment in directly and indirectly held industrial property, property services, property development (including development management) and fund management. GMG’s segments include Australia and New Zealand, Asia,…

ASX Education: What Is The Average Return?

We had a question on the Marcus Today Stock Discussion Group on Facebook asking: “Silly question but Marcus mentioned the average market return is about 9%, I assume that is capital growth and dividends included?” (By the way there are no silly questions – we welcome all questions in the stock discussion group) When I…

Stock Market news: Fear And Greed

The S&P 500 has recently ticked a couple of sell signals on RSI and MACD (highlighted below). Despite that, fear or volatility is benign – here is the VIX (volatility) index that is used as a barometer of fear and greed – it is not predictive but does highlight when the market is “comfortable” (now)…

The One Stock Portfolio

After I first wrote this article in 2009 and published it in The Age on Saturday, the stockbroker I worked  for at the time insisted that I include a disclaimer at the bottom of all my articles from then on saying “The opinions in this article are those of Marcus Padley and do not represent…

ASX Education: Ten Investment Rules

I have been writing the Marcus Today newsletter for over twenty years and read something called “Farrell’s Rules” over thirty years ago. There is an article about ‘Farrell’s Ten Rules’ below which you might find interesting, but as I read them, I realise they are a bit old, and I’m sure we can do better.…

Stock Market News: The Best Performing Funds

My article on Franking Credits on Livewire, click to read: BEST PERFORMING FUNDS We have systems that track fund manager movements. As a private investor you can track fund managers through their monthly or quarterly investment fund reports available on their websites. Almost all fund managers provide these monthly reports on their funds. These almost always…

Stock Market Secrets: Orangutans

The concept for this article has been unashamedly stolen from Warren Buffet although it has been given an an Australian flavour. He expounded the US version in a speech in 1984 commemorating the fiftieth anniversary of the book Security Analysis by Benjamin Graham and David Dodd, the bible of value investing. He called his speech…