In this week's Weekly Insights: -Investing In Quality & Growth; A Journey -Conviction Calls -All-Weathers, EML Payments, Macquarie, And Risk Investing In Quality & Growth; A Journey By Rudi Filapek-Vandyck, Editor FNArena Investing in Growth companies is something entirely different from trying to find true value among bombed out cyclicals, disrupted …

In this week's Weekly Insights: -June Index Rebalancing -Inflation Is The 2021 Grand Debate -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena June Index Rebalancing Since March 2007, reports Morgan Stanley, stocks that have been picked as the next fresh inclusion for the ASX200 have generated relative outperformance of no …

In this week's Weekly Insights: -Back To Pre-Covid Forecasts -Conviction Calls -Research To Download -All-Weather Stocks: My Research & The Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena Back To Pre-Covid Forecasts In the end, the local share market did not require another momentum boost from the local banks to rally towards a …

In this week's Weekly Insights: -The Trend Remains Up -CSL Optimism Creeping Back In -Conviction Calls -FNArena Talks -Research To Download By Rudi Filapek-Vandyck, Editor FNArena The Trend Remains Up Now that April has been replaced by May, and the share market has put in another strong performance (up 20%-plus since October ex-dividends), …

In this week's Weekly Insights: -Analysts Versus Pessimists: The Battle Royale Of 2021? -Icarus Explained: Charter Hall -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Analysts Versus Pessimists: The Battle Royale Of 2021? Last week, I wrote about how 3/4 of ASX stocks covered by stockbrokers is still trading below …

More Upgrades, More Potential For Aussie Shares By Rudi Filapek-Vandyck, Editor FNArena Back in early 2011, something odd was happening in the Australian share market. Equity strategists at investment banks and stockbrokerages domestically were predicting strong gains ahead for the Australian share market, at that time eyeing …

In this week's Weekly Insights: -Inflation? -A Golden 'Value' Opportunity -One Giant Data Leap Forward For FNArena -Research To Download Inflation? By Rudi Filapek-Vandyck, Editor FNArena A lot of what happens in the share market, in particular this year, relates to relativity and simple mathematics; both I feel are not necessarily well …

In Weekly Insights this week: -CSL, The Answers -Research To Download CSL, The Answers By Rudi Filapek-Vandyck, Editor FNArena Since listing in June 1994, the performance of CSL ((CSL)) has been nothing but spectacular, with the stock ultimately growing into the ASX200's largest constituent, beating the far more familiar household …

In this week's Weekly Insights: -Banks: Bonds & Yields Versus Targets & Valuations -Investing In 2021: The World Upside Down -Pharma & Biotechs in February -FNArena Talks -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Banks: Bonds & Yields Versus Targets & Valuations My update on Australian banks last week elicited a few questions …

In today's Weekly Insights: Are Australian Banks Back As An Indicator? By Rudi Filapek-Vandyck, Editor FNArena Pre-extreme market polarisation, I had developed my own share market indicator for the ASX, and for a while it proved rather reliable and effective. Its composition was extremely simple and straightforward too. I would …