|The Hidden Danger Of Investing In Aged Care|
Added On - 12/12/2016 1:02:03 PM
Favourable demand forecasts aren't enough to make money in aged care. Focus on supply.
|Why You're Better Off If Qantas's Stock Crashes|
Added On - 12/9/2016 3:48:08 PM
When this airline's share price next takes a dive, it's good news for investors - even if they're an existing shareholder.
|Will The Internet Kill Flight Centre?|
Added On - 11/25/2016 4:33:29 PM
Travel agent groups like Flight Centre are commonly thought to be at risk of disruption from online travel booking sites. Is it a little more complicated?
|Amazon Is On Its Way|
Added On - 11/17/2016 3:26:03 PM
With talk of Amazon's (NASDAQ:AMZN) imminent arrival in Australia, will our retailers be ready?
|Will A Second Sydney Airport Hurt SYD Shareholders?|
Added On - 11/4/2016 1:31:26 PM
Sydney's monopoly airport is about to get some competition - how will that affect shareholders?
|My Favourite Small-Cap Compounding Machine|
Added On - 10/28/2016 12:52:58 PM
This small software company is printing money, growing fast - and has a decent moat.
|The Theory That Cracked The Enigma Code|
Added On - 10/20/2016 5:00:18 PM
Despite its humble beginnings, Bayes' Theory has many important applications, and provides a useful tool for updating our thinking.
|No, Bravura Is Not The Next Dick Smith|
Added On - 10/14/2016 3:30:44 PM
Private equity is cashing in quick profits once again, but unlike Dick Smith, Bravura's business is world class.
|Why Australian Banks Earn So Much Profit|
Added On - 10/14/2016 3:20:53 PM
Australia's big four banks are among the most profitable on earth. This is how they do it.
|The Business That Changed Berkshire Forever|
Added On - 10/6/2016 12:47:03 PM
The purchase of See's Candies marked a major turning point in Berkshire Hathaway's investment strategy.
|BHP & Rio Are Understating Profits|
Added On - 9/22/2016 3:52:34 PM
Analysts don't get it. Now that The Great Boom is over, the two big miners are much more profitable than they look.
|Five Ways To Know You're A Good Investor|
Added On - 9/16/2016 3:01:36 PM
We all get lucky investing from time to time. Here's how to know whether your results are from skill or luck.
|Event's 'Record Profit': A Peak Behind The Curtain|
Added On - 9/1/2016 12:49:34 PM
Record profits make for great headlines but don't mean as much as they imply for this business.
|Is A Good Brand Enough For A Great Return?|
Added On - 8/25/2016 5:58:52 PM
A brand is a great thing for a company to have but a competitive advantage it is not. Investors need to understand that difference.
|Why Net Profit Figures Can Be So Misleading |
Added On - 8/19/2016 1:42:05 PM
Investors are used to focusing on net profit, but it isn't always the best figure to pay attention to.
|Is There Value In Nine Entertainment?|
Added On - 8/11/2016 11:35:21 AM
The days of Nine being 'still the one' are over. However, with prices at historic lows, we take a look to see if its shares offer any value.
|The Essence Of Value Investing|
Added On - 8/5/2016 4:22:08 PM
The aim of value investing is to buy a stock for less than its real or intrinsic value.
|How To Get The Most From Reading An Annual Report|
Added On - 7/29/2016 1:19:50 PM
When you're reading a financial statement this reporting season, it helps to know what to look for.
|Dick Smith's Smoke & Mirrors|
Added On - 7/22/2016 12:45:55 PM
McGrathNicol has released its report into the demise of Dick Smith and it includes an accounting illusion Copperfield would be proud of.
|The Brexit Curveball|
Added On - 7/14/2016 10:37:58 AM
The Brexit vote shows that unexpected events happen more often than they're supposed to, and that you should structure your portfolio accordingly.
|Target's Russo Likely To Miss His Fast-Fashion Targets|
Added On - 7/8/2016 2:29:41 PM
By announcing his desire to make the likes of Zara regret their entry into Australia, Guy Russo has placed a big target on himself.
|Wesfarmers Showcases Its Strategy|
Added On - 7/8/2016 12:47:35 PM
Wesfarmers' recent Strategy Day highlighted what the company is doing right - and how it will fix what's wrong.
|Value Will Out, Catalyst Or Not|
Added On - 7/4/2016 12:36:54 PM
You don't need an event to release value, although it can be nice when one turns up unexpectedly. Time usually does the job for you.
|Corks Pop At REA Group|
Added On - 6/17/2016 3:49:25 PM
A nationwide property downturn would hit REA Group. So far, though, it's not happening, with weak markets in some areas being offset by strong ones elsewhere.
|Betting On Aristocrat|
Added On - 6/9/2016 1:15:16 PM
This gaming machine maker's online division is improving cash flow and the company is increasing market share.
|How To Teach Your Children To Invest|
Added On - 6/2/2016 4:35:56 PM
Starting up a portfolio for your children might be one of the best things you can do for your children. But how should you go about it?
|Beware Overpaying For Transurban|
Added On - 5/20/2016 3:26:57 PM
Transurban shareholders have had an incredible run in recent years, but the future may not be so rosy.
|Apple Pay Is Coming To The Big 4 Banks|
Added On - 5/11/2016 5:26:37 PM
ANZ has broken ranks and signed up to Apple Pay but there's a good chance the others won't.
|Aussie Icons For Sale|
Added On - 5/6/2016 3:40:56 PM
It will be a shame to lose another iconic brand but you can't blame Pacific Brands shareholders if they accept HanesBrands takeover offer.
|Are Shopping Malls Dead?|
Added On - 4/28/2016 3:11:46 PM
Many have predicted that online retailing could spell the end for its bricks and mortar counterpart - but such thinking seems to ignore over 2,500 years of history.
|Betting On Donaco|
Added On - 4/21/2016 11:30:30 AM
This owner of casinos in Cambodia and Vietnam seems a strange business to have listed on the ASX, so we decided to take a look.
|Arrium: We Told You So|
Added On - 4/15/2016 3:44:52 PM
Arrium's collapse last week was no great surprise. Intelligent Investor had been issuing warnings for years.
|Australia's Top 3 Healthcare Stocks|
Added On - 4/12/2016 12:56:29 PM
Australia's healthcare sector is world class. Here we rank the best performers based on growth, margins, competitive advantages and more.
|When Should Investors Cut Off Their Arms? |
Added On - 4/1/2016 2:58:00 PM
Losing money is tough, but too often investors respond in exactly the wrong way to the experience.
|Avoid Losing Money With This One Ratio|
Added On - 3/17/2016 11:12:27 AM
Want to steer clear of companies that go bankrupt? You can with this simple tool.
|Will Bunnings Be Successful In The UK?|
Added On - 3/11/2016 3:44:48 PM
Wesfarmers' Bunnings chain recently acquired UK retailer Homebase. Predictions the company has made a mistake of Masters' magnitude are probably wrong.
|The Blockchain Business|
Added On - 2/24/2016 5:58:02 PM
With blockchain we could be seeing the future of finance but who knows when that future will occur?
|Rio Tinto: Result 2015|
Added On - 2/19/2016 6:16:58 PM
Amid falling prices and growing pessimism, this was an excellent result.
|Millennials Cut The Cord, Kill TV Networks|
Added On - 2/4/2016 4:20:40 PM
Video might have killed the radio star but the internet looks to be killing commercial TV.
|Markets In Turmoil? Oh Please!|
Added On - 1/29/2016 2:15:46 PM
The media is predicting doom (again). This is great news for long-term value investors.
|Is CYBG Drool-Worthy?|
Added On - 1/20/2016 3:47:00 PM
The demerger of UK banking group CYBG plc from National Australia Bank ticks a lot of boxes for the value investor.
|No, Please Don't Sell Everything|
Added On - 1/13/2016 4:29:10 PM
Would you sell your own business just because someone offered you a lower price than eight days before? No? Well don't do that in the share market.
|Is It Time To Buy Primary Health Care?|
Added On - 1/11/2016 4:35:27 PM
Primary Health Care's (ASX: PRY) share price has fallen 54% since we rang the Avoid bell. Is it worth a second look?
|Is The CIMIC Buyback Takeover In Disguise?|
Added On - 12/17/2015 11:27:40 AM
Yesterday CIMIC Group (ASX: CIM) - the company formerly known as Leighton Holdings - announced a share buyback. The company has authorised broker Merrill Lynch to buy back up to 10% of its shares on-market over the next 12 months.
|Forget Today's Headlines - Look 5 Years Out Instead |
Added On - 12/2/2015 4:09:08 PM
Interested in Blackmores (ASX: BKL), Bellamy's (ASX: BAL) or a2 Milk (ASX:A2M)? Well - like milk - these stocks could have a short shelf life.
|BHP Displays Good Crisis Management|
Added On - 11/25/2015 5:16:35 PM
BHP Billiton's response to the Samarco tragedy should act as a template for companies dealing with future disasters.
|Echo: No Longer A Star?|
Added On - 11/18/2015 4:46:36 PM
The company's theoretical win rate on VIP revenue may be too high.
|Is Your Fear Of Missing Out Hurting Your Returns?|
Added On - 11/11/2015 3:46:13 PM
You can miss out on hundreds of investing opportunities and still do well - but if you back too many duds, you're sure to do poorly.
|Aussie Banks? Profitable? Get Real?|
Added On - 11/4/2015 2:46:23 PM
Ironically, record profits have coincided with record low net interest margins for the big four banks. What does it mean for you?
|Is This Really The End Of Masters?|
Added On - 10/28/2015 5:09:22 PM
Race City USA will help decide if Masters retires from the hardware race or simply needed a pit stop.
|Are Missed Opportunities A Curse?|
Added On - 10/21/2015 4:03:59 PM
Stocks that you miss can be disappointing. Sometimes patience pays but other times you should just move on to the next one.
|Flight Centre's Ongoing Evolution|
Added On - 10/14/2015 5:08:29 PM
It's no secret that Flight Centre's corporate travel business is growing fast. Less obvious is the potential elsewhere.
|AFIC And Argo: Put Your Feet Up|
Added On - 10/7/2015 4:36:36 PM
Decision making can take energy, at least with AFIC and Argo you only need to make one - Is now a good time to buy? The rest is all leisure and relaxation.
|Bitcoin Group On The Block|
Added On - 9/30/2015 4:50:21 PM
Keep an eye on the canary in the Bitcoin mine - the air might be getting thin.
|Virtus Health's Genetic Goldmine|
Added On - 9/24/2015 2:47:16 PM
Genetic testing is quickly becoming big business for this IVF provider.
|Reece Australia: Result 2015|
Added On - 9/17/2015 1:33:19 PM
Reece is profiting from a buoyant housing market but future growth will come from an unlikely source.
|Telstra's Friendly Fire|
Added On - 8/5/2015 1:00:22 PM
Telstra appear to be playing a game of favourites with the launch of Telstra TV.
|What Does The FT Sale Mean For News Corp?|
Added On - 7/29/2015 2:53:47 PM
What's a newspaper worth? Based on Pearson's sale of the Financial Times to Nikkei, a lot more than you might expect.
|QBE Sells US Mortgage Business|
Added On - 7/21/2015 5:18:03 PM
QBE is letting go of its US mortgage business - but the one at home is still a concern.
|Oh! What A Lovely Supermarket War|
Added On - 7/16/2015 5:59:58 PM
With the media talking up 'supermarket wars', you probably think Aldi Australia's profit margins are much lower than Woolworths or Coles. Think again.
|Will Shareholders Sue Slater & Gordon?|
Added On - 7/9/2015 11:12:25 AM
Alleged accounting irregularities at Slater & Gordon (ASX:SGH) mean the firm could face a class action from aggrieved shareholders.
|Is Kathmandu Up For Sale?|
Added On - 7/1/2015 12:46:18 PM
Retailer Kathmandu (ASX:KMD) shares rise by twenty percent as New Zealand retailer Briscoe Group (NZX:BGR) announce 'imminent' takeover bid.
|The Changing Face Of News Corp|
Added On - 6/24/2015 2:46:58 PM
News Corp has announced new management of their Australian division as digital continues to stop the presses of traditional print.
|Investing Lessons From BlackBerry |
Added On - 6/17/2015 12:31:09 PM
BlackBerry's (TSX:BB) destruction at the hands of Apple (NASDAQ:AAPL) offers many valuable investing lessons.
|Is UGL A Takeover Target? |
Added On - 6/9/2015 3:22:55 PM
Former stockmarket darling UGL (ASX: UGL) has a new chief executive and a new vision. The company might soon have a new owner too.
|Cochlear CEO Chris Roberts To Retire|
Added On - 6/2/2015 1:53:24 PM
After 12 years at the helm, Cochlear chief executive Dr Chris Roberts has announced he will leave the company in August.
|Coles Keeps The Pressure On Woolworths|
Added On - 5/26/2015 5:49:51 PM
A week after the struggling retailer's strategy update, Wesfarmers produced one of its own, explaining how Coles will keep the pressure up.
|Free To Air TV: Is It Stuffed? |
Added On - 5/19/2015 12:54:34 PM
I used to think the threat to free to air television was exaggerated. Now, I've changed my mind.
|Will Taxing Foreigners Make Housing More Affordable? |
Added On - 5/12/2015 1:11:45 PM
The Victorian government is joining its Federal counterpart in increasing the taxes and fees imposed on home purchases by foreigners. But will these changes make housing more affordable?
|Beware The Building Boom|
Added On - 5/5/2015 4:15:03 PM
An unprecedented building boom is underway in Australia but, as Gaurav Sodhi explains, this time it is different.
|Is Sirtex's Clinical Trial Result As Bad As It Seems?|
Added On - 4/28/2015 2:36:33 PM
Sirtex's treatment for liver cancer had a setback after the release of the SIRFLOX trial results. So why has one of the company's largest shareholders increased its stake?
|How The Aussie Banks Dodged A Bullet|
Added On - 4/21/2015 12:09:32 PM
When new international banking rules were introduced earlier this year, Westpac and Commonwealth Bank were almost forced to break them. The solution wasn't pretty.
|What Does Shell's Merger With BG Say About Oil?|
Added On - 4/14/2015 12:51:50 PM
Shell's merger with BG is less about oil than it is about LNG.
|Poles & Wires: A Good Time To Sell|
Added On - 4/8/2015 1:03:06 PM
Selling NSW poles and wires may not be a bad bet now because the earnings of electricity networks has likely peaked.
|Sweet Lessons From Nutella|
Added On - 3/31/2015 5:05:04 PM
The creator of Nutella died last month, leaving behind a vast fortune and lessons for his peers.
|Do We Fall In Love With Our Investments?|
Added On - 3/24/2015 3:41:23 PM
Your best investment could be your undoing. Why do we fall in love with stocks and what can you do to protect your portfolio?
|Apple Watch Won't Save The Gold Price|
Added On - 3/17/2015 7:17:28 PM
Could the pricey gold version of Apple Watch provide a permanent lift to gold prices?
|Why Buffett Sold Exxon|
Added On - 3/10/2015 12:47:27 PM
Buffett sold a large position in the world's largest listed oil producer, ExxonMobil, just two years after buying it. This is what spooked him.
|Qantas Turnaround Spells Trouble For Aeroholics|
Added On - 3/3/2015 4:49:26 PM
Everything was going wrong for Qantas a year ago and now everything seems to be going right - which makes it a particularly dangerous time for those with a craving for airline stocks.
|Avoid NAB Capital Notes|
Added On - 2/24/2015 2:50:16 PM
ANZ recently sold $850m of Capital Notes 3 at a margin of 3.6% over the bank bill rate, for a current yield of 6%. Now its NAB's turn.