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Planting the seed of doubt – a lesson in sobriety

On the morning of Tuesday 6th August, the shares of agricultural trust Rural Funds Group (RFF) went into free fall, down 42% before a trading halt was placed. The reason? An overseas activist short-seller, Bonitas Research, published a damning report on the trust asserting a range of issues with the business which effectively resulted in […]

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Why market records don’t matter

Free air welcomes the All Ordinaries, following the recent surpassing of the 2007 peak. Reading much of the commentary from investors and experts alike, it appears that this is a cause for concern. Indeed, making money can be a very stressful exercise. My facetious comment is born from an ongoing frustration that seems to affect […]

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Buying before the reporting season – Do you feel lucky?

The reporting season can be a time of significant volatility as our companies lay bare the fruits of their labour while analysts pick apart the numbers. The earnings announcements released in August are particularly important as for most companies, it is their annual 30 June books close date. Historically, the month of August is a […]

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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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