Opinion

Here’s a chart I included in our Value Investor Program last year when I hosted value investing workshops in Melbourne, Sydney and Brisbane (note: the program is now fully available online). Source: Rask Australia, based on the fantastic book called, The Gorilla Game. The chart is our take on the ideas put forward in the brilliant…

As a sector on the stock exchange, agribusiness probably doesn’t get enough love from investors, being so reliant on the seasons. And with persistent drought across much of the country in recent years, it hasn’t been a great time for the nation’s farmers. The drought meant that only one-third of Australia’s usual summer crops were…

Australians need to rethink their approach to their investment portfolios as they face the grim reality of a slowdown in the growth of the economy. But opportunities lie ahead. Last week the Australian Bureau of Statistics (ABS) revealed that Australian Gross Domestic Product (GDP) fell 0.3 per cent in the March quarter of 2020, and…

Investors relying on dividends for income have had a rude awakening over the last few months, with many ASX-listed companies cutting or deferring dividends. But there are certain management terms to spot in company reports to analyse the strength of the business. Angela Ashton, founder and director at Evergreen Consultants, thinks dividends will be impaired…

In uncertain times such as the present, with asset prices and exchange rates fluctuating unpredictably, many investors are looking to make sure their portfolios are well-diversified, a and to shore-up the defensive areas of their portfolios; while also looking to hedge risk in other parts of the portfolio – and even to take advantage of…

Dividend cut. Dividend deferred. Tomato. Tomatoe? Here’s how you can put a price on the dividend from a bank like ANZ.

Australians worried about their retirement savings during the pandemic-induced market volatility can now rest easy as it is revealed that superannuation has weathered the economic storm. Last week the Australian Prudential Regulation Authority (APRA) revealed that just 0.3 per cent of the value of Australian superannuation has been lost in the 12 months to 30…

Double-digit returns seem to be a thing of the past for many investors. But one global equity growth fund has withstood the test of time and volatility to continually deliver high returns and outperform the index. Growth managers have continued to show their wares this year and Franklin Templeton’s $405 million (as at 30 April…

Investors and SMSF trustees looking to diversify away from low interest rate term deposits in search of fixed income strategies now have greater access to Australian bonds. Bond investing enables investors to diversify income sources and is a defensive strategy to reduce equity portfolio risk. Typically, Australian investors have less invested in fixed income than…

COVID-19 has started a property downturn in Melbourne and Sydney, according to results released by Corelogic. May 2020 property downturn starts CoreLogic Home Value Index results for May showed that five of the eight capital city regions dropped in value. Property transactions had completely dropped off in April 2020 as the restrictions limited property buyers…

This week we take a look at the often misunderstood, bulk retailing business Costco (NASDAQ:COST). Similarly to Woolworth’s (ASX:WOW) the company has performed reasonably well throughout the COVID-19 shutdowns benefitting from hoarding and its business model of offering incredibly low prices for bulk purchases. The company sells all kinds of food, automotive supplies, toys, hardware,…