FNArena’s Weekly Insights – March 29 2021
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 …
FNArena’s Weekly Insights – March 22 2021
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 …
FNArena’s Weekly Insights – March 15 2021
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 …
FNArena’s Weekly Insights – March 08 2021
In today's Weekly Insights: -Will The Fed Tame The Beast? -Conviction Calls -FNArena Talks Will The Fed Tame The Beast? By Rudi Filapek-Vandyck, Editor FNArena In a share market that is as bifurcated as the ASX, leading indices such as the ASX200 or the All Ordinaries no longer show investors the …
FNArena’s Weekly Insights – March 01 2021
A February For The Record Books By Rudi Filapek-Vandyck, Editor FNArena It has been a while since a corporate results season in Australia was mostly about corporate performances. The last time this happened was, according to my memories, February 2018. Back then, investors weren't so sure whether strong …
FNArena’s Weekly Insights – February 22 2021
In this week's Weekly Insights: -February 2021: Banks Are Back! -A Supercycle In Dividends -Best Set Of Numbers In A Decade -The Market Is A Duck Pond -When Gold Meets Its Master -Bond Yields Won't Rise Forever By Rudi Filapek-Vandyck, Editor FNArena February 2021: Banks Are Back! In a reporting season that is about …
FNArena’s Weekly Insights – February 15 2021
In this week's Weekly Insights: -Yet Another Short Selling Failure -February: Early Days, Full Of promise -A Different Environment For Dividends -FNArena Webinar By Rudi Filapek-Vandyck, Editor FNArena Yet Another Short Selling Failure Short sellers. They present themselves as the shining white knights if not the morally-driven, diligent sleuths who dig into …
FNArena’s Weekly Insights – February 12 2021
This story features CIMIC GROUP LIMITED, and other companies. For more info SHARE ANALYSIS: CIM In Part II of this week's Weekly Insights: -A February Full Of Promise -Dividends Are Back -Strong, Stronger & Strongest – Consumer Stocks -Winners & Losers (Forecast) -Engineers & Contractors -Healthcare: Same Old -Fund Managers: Go With The …
FNArena’s Weekly Insights – February 8 2021
Weekly Insights this week will be published in two parts because FNArena is organising a webinar on Monday evening (see further below). In this Part One: -February Is Feeding Market Optimism -Conviction Calls -FNArena Webinar (tonight) By Rudi Filapek-Vandyck, Editor FNArena February Is Feeding Market Optimism As the February reporting season in …
FNArena’s Weekly Insights – February 1 2021
In this week's Weekly Insights: -And Off We Go... -When Dumb Money Is Savvy, And Smart Money Is Not -A Lesson From History -The January Share Market Barometer -February: Reason For Optimism -2021, The Year Of Earnings Recovery -Conviction Calls -FNArena Webinar By Rudi Filapek-Vandyck, Editor FNArena And Off We Go... The new calendar year has …