With 2021 done and dusted, Morningstar has released its monthly Best Stock Ideas, which highlight high-quality Australian and New Zealand companies that are trading at a discount to their fair value. The latter is important in this regard, as the group has a decidedly ‘value’ focus. From nearly 200 companies in its research list, Morningstar…
With 2021 nearly done and dusted, it’s time to reflect on ‘what was’ and perhaps reposition your portfolio for ‘what could be’. Looking back at the year, always helps paint a picture of what lies ahead. There’s a lot to celebrate both good and bad. The pandemic is largely behind us with multiple vaccines administered…
Tesla has done it again. First South Australia, now Victoria. The world’s largest battery storage systems, powered by Tesla’s utility-scale Megapack batteries, has been switched online in Victoria last Wednesday. According to CNBC, the “large energy storage systems based on lithium-ion batteries have the potential to prevent blackouts and let utilities store and use more…
Portfolio manager Dougal Maple-Brown of Maple-Brown Abbott paints a promising picture for value to outperform in the year ahead, following a strong performance for his firm’s Australian Share Fund, both quarterly and yearly. The fund outperformed the market by 10%. Looking forward, Maple-Brown points out interest rates as being one of the main reasons for…
This year was a year to remember for cryptocurrency. Not only did it go “mainstream” in Australia but it received the much-needed regulatory oversight required to help provide greater security for both investors and cryptocurrency businesses. Although regulators may have taken a while to get their heads around cryptocurrencies and other digital assets, the government…
After a dismal year in terms of dividend yields, payouts have been at multi-year lows after most corporations were forced to cut payments to shareholders because of the pandemic. But Plato Investment Management is confident that dividends are back, and has revised up its dividend yield target for the 2022 financial year to 10% gross…
Leading cryptocurrency exchange Cointree, will offer a day of zero trading fees on Monday, 12 December, to help it celebrate its eighth birthday. The platform is hoping that the freebie day will help push active member numbers past the 100,000 mark. So, what is allowed to be traded? The exchange says: “Members, experienced traders and…
Morningstar’s monthly Best Stock ideas for December include the addition of Westpac Banking Corp (ASX:WBC) but the removal of APA Group (ASX:APA). Westpac has been added because it is trading on a meaningful discount and the upside potential following recent share price weakness is appealing. The banking heavyweight recently disappointed with its guidance on net…
Inflation isn’t the only thing that investors should be concerned about. According to Roger Montgomery, founder and chief investment officer of Montgomery Investment Management, investors need to consider the income side of the equation and use this as an opportunity rather than a disaster. While the market is somewhat consumed with rising inflation, Montgomery believes…
The moment the investment world has been waiting for has come. ETF Securities is set to be the first Australian ETF provider to launch a listed strategy that tracks the spot prices of two of the world’s largest cryptocurrencies, Ethereum and Bitcoin. Subject to regulatory approval, ETF Securities will launch into the crypto world, forming…
