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Our prediction for the year ahead? You will be wrong

The start of a new financial year will have many hypothesising about the future from an investment perspective, where the opportunities are in the market and of course, what investors should be cautious about. It will also be a time when the Australian Fund Manager annual performance leagues table is rolled out. This year, the […]

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Field of Lights Prize Winners Trip Photos – May 2019

Congratulations to our Field of Lights 2018 Prize Winner, Neil Renfree, who referred a friend to Join the Stock Doctor community during our major prize draw in December 2018. Neil gifted the trip to his daughter Lucinda and granddaughter De Ang, who shared these wonderful reflections of their recent trip: “Thank you all for the amazing […]

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What companies are telling us that the market is missing

Currently, there seems to be a divergence between the market’s recent performance relative to the strength of corporate Australia. Our market continues to trend higher, more specifically reaching an 11½  year high and less than 4% from an all-time peak last seen in November 2007. With the ASX200 on a forward PE of 17 times […]

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Banks – not as easy as it used to be

The Big 4 Banks continue to hold a place in many retail investors’ portfolios. With attractive dividend yields, high profitability and a balance sheets better than most developed nations on earth, it stands to reason that many income-seeking investors have a Bank or two (perhaps all four) in their portfolio. But, in the lead up […]

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Have federal elections been good or bad for markets?

The market does not like uncertainty. Therefore, it stands to reason that investors become quite nervous whenever there is a Federal election. The potential for massive changes in economic focus and their unknown outcomes will, anecdotally, see households and businesses put many spending and investment decisions on hold. Given the significant implications, markets will try […]

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Dial in the future – Can investors rely on Telstra once again?

A household name that most investors are familiar with, Telstra is Australia’s largest telecommunication provider. Telstra is held by many retail shareholders who were lured and encouraged at the time by the Federal Government to the idea of owning a significant piece of national infrastructure. As a listed entity it tried to reinvent itself several […]

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