FNArena’s Weekly Insights – September 20 2021
In this week's Weekly Insights: -Data, Statistics, Indices And... Lies? -The Telstra Turn-Around -Iress Rejected -Share Buybacks And Franking Benefits -NextDC And The Relative Proposition -Conviction Calls -All-Weather Model Portfolio -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Data, Statistics, Indices And... Lies? We are all familiar with the Vanguard chart of indices suggesting equities are but …
FNArena’s Weekly Insights – September 13 2021
In this week's Weekly Insights: -Appreciating The Mighty All-Weathers -Conviction Calls -Research To Download -FNArena Talks Appreciating The Mighty All-Weathers By Rudi Filapek-Vandyck, Editor FNArena One of the most persistent errors made by investors, on my observation, is a too stringent application of the 'Buy Low, Sell High' principle, usually translated as: …
FNArena’s Weekly Insights – September 06 2021
In this week's Weekly Insights: -September Blues -Post-August: Five Themes For The Year Ahead -August: The Final Numbers -All-Weathers In August -Conviction Calls -Research To Download -More on the August results season By Rudi Filapek-Vandyck, Editor FNArena September Blues Last year, September was simply a pause in between the recovery from the pandemic sell-off and …
FNArena’s Weekly Insights – August 30 2021
In this week's Weekly Insights It's The End Of The Trend By Rudi Filapek-Vandyck, Editor FNArena Investing revolves around numbers. Investors like to focus on numbers, though sometimes, dare I say it, with too much emphasis. Successful investing goes beyond the temporary, static analysis of data, but we'll …
FNArena’s Weekly Insights – August 23 2021
In this week's Weekly Insights BHP, Dividends, And Breville Group By Rudi Filapek-Vandyck, Editor FNArena So far, so good. Eight days from the end of the domestic corporate results season (six trading sessions plus one weekend) and genuine 'beats' are outnumbering disappointing 'misses' by almost a factor of …
FNArena’s Weekly Insights – August 16 2021
In this week's Weekly Insights -August: It's A Joke -September Index Reviews -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena August: It's A Joke Corporate reporting season in Australia; in most investors' mind that is February and August, every year. In practice, however, the bulk of companies tends to release its market update …
FNArena’s Weekly Insights – August 09 2021
In this week's Weekly Insights: -Early Days, But Plenty Of Signs -Not To Be Forgotten: The Bond Market -Conviction Calls -FNArena Talks -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena Early Days, But Plenty Of Signs The August reporting season in Australia is still very young. The FNArena Corporate Results Monitor only contains …
FNArena’s Weekly Insights – August 02 2021
In this week's Weekly Insights: -August Bonanza, But What's Next? -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena August Bonanza, But What's Next? The upcoming August corporate reporting season should offer plenty of positives for Australian shareholders. With both banks and large cap mining companies swimming in cash, there should …
FNArena’s Weekly Insights – July 26 2021
In this week's Weekly Insights: -August Results: Anticipation & Trepidation -Predicting The Next Index Changes -Conviction Calls -Research To Download -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena August Results: Anticipation & Trepidation At prima facie, Australian shareholders have plenty of reasons to feel excited ahead of the upcoming August results season. Most companies have …
FNArena’s Weekly Insights – July 17 2021
In this week's Weekly Insights: -Covid, Climate Change... Correction? -Conviction Calls -Win A Book -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Covid, Climate Change... Correction? As per the old adage, experts in the share market are being paid to be optimistic, but those in bond markets are being paid to look …