In this week’s Weekly Insights: -Market Momentum Switch: A Messy Affair -Conviction Calls -Dividend Traps & Opportunities The Economic Recovery, A Messy Affair By Rudi Filapek-Vandyck, Editor FNArena Under more “normal” circumstances, we’d all be talking about the economic recovery by now, with follow-on consequences for government policies, central banks’ focus …

Identifying Greatness By Rudi Filapek-Vandyck, Editor FNArena I recently finished reading Good To Great. Why some companies make the leap … and others don’t by US author/researcher Jim Collins. Admittedly, I haven’t been exactly quick in catching up on the author’s global best seller research. This book was originally …

Dear time-conscious investor: US election remains too uncertain to call; a new strategy for dividend-seekers; plus one under-reported record from the August results season In this week’s Weekly Insights: -All Eyes On November 3 -Income Seekers Need A New Strategy -Time To Say Goodbye -Stats, Damn Lies, And Corporate Profits? All …

In this week’s Weekly Insights: -Plenty Of Clouds, Diverging Scenarios -Conviction Calls Plenty Of Clouds, Diverging Scenarios By Rudi Filapek-Vandyck, Editor FNArena According to at least one experienced technical market analyst, global equities, including in Australia, are now due for a consolidation period that potentially can last multiple months. Such a …

Dear time-conscious investor: Conviction Calls, stock ideas and investment themes post-August In this week’s Weekly Insights: -August 2020 Lifts Price Targets -Stock Ideas & Conviction Calls -Extras & Bonuses August 2020 Lifts Price Targets By Rudi Filapek-Vandyck, Editor FNArena For securities analysts, each reporting season offers a welcome update on how companies …

Dear time-conscious investor: August reporting season has been a positive experience, with multiple new trends and highlights August 2020 Fits The Post-2013 Narrative By Rudi Filapek-Vandyck, Editor FNArena As we leave August 2020 behind us, dominated by a domestic reporting season that on multiple levels proved better-than-feared, it …

Dear time-conscious investor: High PE stocks continue to benefit most this month, while one expert is calling for the next commodities supercycle In this week’s Weekly Insights: -August Reporting Favours Quality & Growth -Morgans Model portfolios -The Next Commodities Super Cycle August Reporting Favours Quality & Growth By Rudi Filapek-Vandyck, Editor …

Dear time-conscious investor: early signals from reporting season are positive, but it's early days, while institutional investors still like technology stocks, with analysts lining up their favourites In this week’s Weekly Insights: -Early Signals From August 2020 -Small Cap Favourites -Technology Remains Everybody’s Favourite -Investment Opportunity For Sophisticated Investors Early Signals …

Dear time-constraint investor: uncertainty remains, while gold will surprise the many fans, and conviction calls changes ahead of the August reporting season In this week's Weekly Insights: -August 2020: Early Results -Rudi Talks -Gold, The Enigma -Conviction Calls August 2020: Early Results By Rudi Filapek-Vandyck, Editor FNArena The local reporting season in Australia is …

FNArena’s Corporate Results Monitor is keeping track of company results this month: https://www.fnarena.com/index.php/reporting_season/ In this week’s Weekly Insights: -August 2020: Nothing Like The Past -Morgans Best Ideas By Rudi Filapek-Vandyck, Editor FNArena August 2020: Nothing Like The Past Corporate earnings have not been front of mind for share market investors over the …