The US bull market has legs A couple of weeks back, my son asked “Mum, what’s a good stock to buy in the US?”. (Bear in mind he has been investing in the US markets for well over a year and does have the benefit of a...
I want to talk about Big Tech. In 2015/16 I restructured my SMSF share portfolio. I sold my Australian bank shares in 2015 and I was looking to diversify my share holdings into more secular growth themes and decided to start investing directly in the US...
Reporting season update As the Australian reporting season moves to the busiest week on the calendar, let’s take a look at what factors have been moving the Australian stock market. Earnings season to date has seen around 140 companies report for the FNArena calendar of stocks...
Happy New Year Shareplicity friends. As the first anniversary of the first reported COVID case passed without fanfare, I want you all to consider what’s install for the next twelve months. Here’s where we are at here in Australia and in the US, as we head...
Casting an eye back over 2020 shows yet again that forecasting the future and hence the stock market is fraught with risk. No matter how many times we were all warned by former Presidents, from George Bush Jnr to Obama and billionaire Ted-X speaker Bill Gates,...
I had the good fortune to participate in a live webinar with the former head of Barings’ Research this week, Michael Howell, who runs CrossBorder Capital in London. A link to the presentation is available at the end. Michael has specialised in the analysis of global...
No one could blame investors for being confused at times by share markets and the industry jargon. 'Value and Growth' shares – what do these terms mean? The tag' value and growth' refer to the underlying shares and the category to which the company can be broadly...
We are about to enter the most important period for most of Australia’s listed companies - the full year corporate earnings season. Given how much economic uncertainty is out there due to the pandemic, the one thing we can all count is share price volatility. So, let’s...
Are we experiencing another DOTCOM-like bubble? There is no denying the buzz and euphoria around technology shares post the March 2020 corona share market crash. The NASDAQ index has risen over 50% from the March lows to a new record high. Robinhood traders and the biggest...