FNArena’s Weekly Insights – July 28 2020
In this week's Weekly Insights: -Coming Soon: The August Reporting Season -A Deeply Frustrated Fund Manager Coming Soon: The August Reporting Season By Rudi Filapek-Vandyck, Editor FNArena On many accounts, the August reporting season that is about to be unleashed upon investors in Australia will mark a new low post …
FNArena’s Weekly Insights – July 20 2020
Dear time-poor investor: are share markets egregiously overvalued? Is Biden as President a problem? Can Telstra create value through structural separation? In this week's Weekly Insights: -Forecasts, Not Valuations -Is Biden A problem? -Telstra, There Is Another Way -FNArena Talks Forecasts, Not Valuations By Rudi Filapek-Vandyck, Editor FNArena Once again it has become …
FNArena’s Weekly Insights – July 13 2020
Dear time-poor investor: the debate continues about what to expect from economies and equities in the year(s) ahead, plus a glimpse into the headwinds affecting the CSL share price In Part One of this week’s Weekly Insights: -What’s Wrong With CSL? -T.RowePrice: Market Optimism Is Deceiving -Corporate Debt: New …
FNArena’s Weekly Insights – July 06 2020
Dear time-poor investor: the bull market of 2020 has created a whole new generation of enthusiastic share market participants -Class of 2020 -Bitcoin, The Share Market Omen? -FNArena Talks Class of 2020 By Rudi Filapek-Vandyck, Editor FNArena There are two key characteristics embedded inside the share market and human investors are …
FNArena’s Weekly Insights – June 29 2020
Lessons Learned From 5.5 Years All-Weather Portfolio By Rudi Filapek-Vandyck, Editor FNArena Excluding any unforeseen calamities with the June 30 finish line in sight, the FNArena-Vested Equities All-Weather Model Portfolio should finish financial year 2020 with a positive return of circa 4% and only a slight negative …
FNArena’s Weekly Insights – June 22 2020
Dear time-poor investor: stockbroker price targets can be a handy tool for investors, when treated with intelligence and experience -Price Targets Can Be Your Friend -BHP, CSL And CBA Versus Telstra -FNArena Talks Price Targets Can Be Your Friend By Rudi Filapek-Vandyck, Editor FNArena I haven’t written about stockbroker price targets …
FNArena’s Weekly Insights – June 15 2020
Dear time-poor investor: as investor enthusiasm has temporarily run out of breath, not every ASX-listed stock is treated equally -Momentum Swings Now Maketh The Market -Baillieu’s Restart Australia strategy -Monthly Biotech Update -FNArena Talks (And Presents) -Watch The Index Deletions & Inclusions Momentum Swings Now Maketh The Market By Rudi Filapek-Vandyck, Editor …
FNArena’s Weekly Insights – June 01 2020
Dear time-poor investor: if this week’s data insights don’t surprise you then I don’t know what will In this week's Weekly Insights: -ABC Of Equities Recovery Rally -Banks Are Cheap, But… -Rudi Talks -No Weekly Insights Next Week ABC Of Equities Recovery Rally By Rudi Filapek-Vandyck, Editor FNArena Investors are constantly plagued by …
FNArena’s Weekly Insights – May 25 2020
Dear time-poor investor: the share market remains split in two opposing baskets In this week's Weekly Insights: -Two Poles Apart -REITs in June -Bad News Good For Computershare -Rudi Talks Two Poles Apart By Rudi Filapek-Vandyck, Editor FNArena Most social scientists share the view that the GFC in 2008/09 played a major role …
FNArena’s Weekly Insights – May 18 2020
Dear time-poor investor: new research by Morgan Stanley has identified ASX sweet spots for dividend-oriented investors In Search Of The Dividend Sweet Spot By Rudi Filapek-Vandyck, Editor FNArena This is the third, and final, instalment in a three parts series on dividends and investing in the Australian share …