It's Special vs Cheap, But Who's Most At Risk? By Rudi Filapek-Vandyck, Editor From the moment one starts looking for that 'special' corporate quality on the ASX, it is but a matter of time before the focus zooms in on IT services provider TechnologyOne ((TNE)). Last week's interim …

In this week's Weekly Insights: -Rate Cuts Equal Optimism -All-Weather Model Portfolio -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor Rate Cuts Equal Optimism This might surprise a few readers, but the Australian share market is up more than 3% ex-dividends since the start of the calendar year. Assuming …

In this week's Weekly Insights: -More Positives Than Negatives -New Market Leadership? -2024 The Year Of Gold Miners? -All-Weathers Welcome Soul Pattinson -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor More Positives Than Negatives Judging from corporate updates, both internationally and locally, the general context has created a tricky framework …

In this week's Weekly Insights: Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment the market understands there's a whole lotta growth up for grabs on the horizon, share prices move onto above market-average multiples which, at …

In this week's Weekly Insights: -Quality Reigns, And How To Identify It -Macquarie's ASX Quality Compounders By Rudi Filapek-Vandyck, Editor Quality Reigns, And How To Identify It I used to think investors' biggest challenge was related to a cheaper share price not always presenting a better opportunity, or that built-in …

In this week's Weekly Insights: -A Market Narrative Delayed -Conviction Calls & Best Buys -Rudi Unplugged - The Video By Rudi Filapek-Vandyck, Editor A Market Narrative Delayed Four months ago, the outlook for equities and bond markets looked as straight as an arrow: inflation was decelerating and the Federal Reserve and …

In this week's Weekly Insights: -Shaky Sentiment Ahead Of Corporate Updates -Everybody's A Gold Bull -Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor Shaky Sentiment Ahead Of Corporate Updates Analysts at Morgan Stanley made a big hullabaloo about it, as would I if ever I came to walk into their …

In this week's Weekly Insights: -Lessons & Observations From ASX All-Weathers -Conviction Calls & Best Buys -June Index Rebalancing By Rudi Filapek-Vandyck, Editor Lessons & Observations From ASX All-Weathers The Global Financial Crisis of late 2007-March 2009 changed my life as an investor. Those who have remained with us since no doubt …

In this week's Weekly Insights: -Everybody Worried? -Gold As Insurance -Westpac, Technology Laggard -Conviction Calls and Best Buys -Rudi Unplugged - Send In Your Questions By Rudi Filapek-Vandyck, Editor Everybody Worried? Bubble. Hype. Overpriced and overbought. These are all popular terms used by market commentators and investment experts in relationship to share markets …

In this week's Weekly Insights: -Facts & Fiction About Gold -Conviction Calls & Best Buys -Risk-On Bubble & Mid-Caps Outperformance By Rudi Filapek-Vandyck, Editor Facts & Fiction About Gold If there had been an official Top Ten list of most disappointing trading & investment ideas these past number of years, no …