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 …

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 …

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 …

In this week's Weekly Insights: -Why Worry? -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Why Worry? As reported in earlier updates, I returned from holidays thinking this market is way too confident, way too bullish, and way too exuberant on numerous accounts. Turns out, market strategists at Bank of America …

In today's Weekly Insights (the first in 2021): -Share Market Outlook 2021: Swings & Roundabouts -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Share Market Outlook 2021: Swings & Roundabouts The past three months have reminded investors about that one old adage that had been largely forgotten post-GFC: -global recessions pull cheaply …

Dear time-conscious investor: Share price volatility does not equal risk, and this week's All-Weather Stock proves exactly that In this week's Weekly Insights: -"Be Respectful Of The Past" -Question Of The Week -Mayday. Mayday. Website Down By Rudi Filapek-Vandyck, Editor FNArena "Be Respectful Of The Past" As every battle-hardened investor knows: achieving …

Dear time-constraint investor: A shift is happening in financial markets as year-end approaches In ths week's Weekly Insights: -Same But Different, Different But The Same -Conviction Calls -Question Of The Week (on All-Weathers) By Rudi Filapek-Vandyck, Editor Same But Different, Different But The Same Earlier this year I wrote a story titled …

Dear time-conscious investor: Fresh developments and investor optimism now favour Value over Growth & Quality In this week’s Weekly Insights: -Value Ready For Catch-up -Conviction Calls Value Ready For Catch-up By Rudi Filapek-Vandyck, Editor FNArena Nothing lasts forever, in particularly not in financial markets, or as I like to put it: …

In this week’s Weekly Insights: -Why Are Equities Rallying? -Question Of The Week -Rudi Talks -Conviction Calls Why Are Equities Rallying? By Rudi Filapek-Vandyck, Editor FNArena Despite the 45th president of the United States’ claim that if he were voted out of office, the share market would tank savagely, equities the world …

In this week’s Weekly Insights: -A New Era For FNArena -Snippet 1: It’s A Pause, Not A Break -Snippet 2: Contain Your Expectations -Snippet 3: Santa Not Coming Out This Year? -Snippet 4: Banks Increasingly Back In Focus -Snippet 5: M&A Is Back! -Snippet 6: No Enthusiasm From Citi For Equities -Conviction Calls By …