In this week’s Weekly Insights: -Equities Portfolio For 2021 -World’s Worst Salesman? -Rudi Talks -Research Reports To Download Equities Portfolio For 2021 By Rudi Filapek-Vandyck, Editor FNArena Plenty of academic research suggests what matters most for investment strategies in the long run are asset allocation and portfolio composition. Yet, it’s probably a fair …

In this week’s Weekly Analysis: -Quality & Growth: Confidence & Execution -Value Versus Growth – The Chart That Confirms -That Dreadful ASX Website (Continued) -Rudi Talks -Conviction Calls Quality & Growth: Confidence & Execution By Rudi Filapek-Vandyck, Editor On Wednesday last week, one local newsletter published a list of thirteen stocks that had …

In this week’s Weekly Insights: -Investment Themes In Australia -Conviction Calls -That Dreadful ASX Website (But Exciting News Ahead for FNArena) -Rudi Talks Investment Themes In Australia By Rudi Filapek-Vandyck, Editor FNArena As per tradition, one of the popular themes that dominated the local share market post Canberra-budget has been: which companies …

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 …