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I catch the same train to work as two of my colleagues, we walk around 10min from the station to work and often enjoy a good catch up about how the weekend unfolded, who broke up, who went home together, what wholesome activities we got up to? Farmers market, drive down the coast? It’s a…
WHICH STOCKS WILL DISAPPOINT WITH RESULTS (AND WHICH WON’T) We’ve had profit warnings from IAG, DOW, CIM, NHF, NUF, SUL, KGN and now TWE. The confession season is in full flight. Time for this perennial article – rules for the results season and a look at which stocks and sectors are most at risk over…
My brother and I have shared a 2012 ford Mondeo (diesel) for the last 4-years. The car in the picture on the right is not the Mondeo, it is our friend Jared, who put this car on Carsales.com with the tag line – “Only used for school pickups”. Everyone has their own advice on cars.…
We have looked through the details of the Phase One trade deal and despite spending last year exasperated by the unwelcome uncertainty and volatility that trade ‘news’ and Trump’s delivery of it caused, the conclusion from reading the trade deal is that however badly/annoyingly Trump has handled the news flow (a more efficient President might…
Back in November, we released our top picks for 2020 in the Small Caps space, you can grab a copy HERE. Here is the investment case for AEF we outlined in November. It has had a strong start to the year. Ongoing growth in FUM and strong inflows are expected to drive continued profit growth.…
Family Christmas lunches provide a range of entertainment. This year was no exception. From eccentric aunties discussing their timeshare purchase, to the excitement of a 3-month old baby cousin being introduced to their extended family for the first time. Then there was that nice glass of Penfolds that spilt on the new couch and wayward…
Day three back at the desk – time for a round up of what to expect in 2020. US Central Bank policy was the biggest issue in 2019 and still is the biggest issue – Last year’s stellar performance from the bond and equity market was driven by the US Federal Reserve’s dovish pivot point…
The toughest part of analysing a company is sourcing the data. Essentially you have two options. You can painstakingly trawl through company reports and compile the numbers yourself, or you can pay a (sometimes very hefty) subscription to a company that will source and compile it for you. To make things easier for you we’ve…
One more day until the Christmas holidays. Well, for most people, the Marcus Today desk will of course be operating. “Whenever the market is open we’re open” says Marcus. Blimey. This is my third year working with Marcus and the Team and as tradition has it, before we all head off to the annual Christmas…
You may have seen my recent video on Livewire – they sat me down and said “Talk about anything you like”. So we talked about the portfolio assessments I do for financial planners and here is the result if you haven’t seen it. CLICK HERE to download the 9-point checklist e-book. There have been a…
