FNArena’s Weekly Insights – July 24 2023
In this week’s Weekly Insights:
-Opportunities With A Five Year Horizon
-Company Reports: Early Trends
-Company Reports: Inflation
-Company Reports: Conviction
-Company Reports: Technology Sector
-REITs In Focus
By Rudi Filapek-Vandyck, Editor FNArena
Opportunities With A Five Year Horizon
Most investors like to profess they are in it for the long term, but let’s be brutally honest: we are all influenced by what happens in the here and now, irrespective of what the consequences might be in the long run.
Which is also why my own investor heart tends to skip a beat whenever an experienced market researcher makes the effort to identify great opportunities with a longer term focus.
At the very least, in my humble opinion, such research offers the rest of us, mere mortals, with valuable input to think about, detached from the immediate and daily share price movements.
One extra observation to throw in the mix: whenever analysts try to identify great longer-term investments, they mostly end up overlapping each other’s selections, with personal preferences often creating the minor differences.
Wilsons’ latest effort fits in almost perfectly with my own research into All-Weather Performers on the ASX.
Last week Wilsons published a list of five stocks for the next five years; a small selection of genuine bottom drawer stocks, that can be owned and trusted to reward shareholders over the next five years, at least. The selection is supported by attractive structural trends such as healthcare innovation, energy transition, cloud computing, and financial industry disruption.
The five companies selected because, in the words of Wilsons, they deserve a place in every investor’s portfolio, are CSL ((CSL)), Macquarie Group ((MQG)), Netwealth Group ((NWL)), NextDC ((NXT)), and Worley ((WOR)). Three of those are currently held in the FNArena/Vested Equities All-Weather Model Portfolio.
