In this week's Weekly Insights: -Navigating The Post-August Complexities -Best Ideas and Conviction Calls -FNArena Talks Navigating The Post-August Complexities By Rudi Filapek-Vandyck, Editor Active fund managers. They are usually brimming with optimism because, as some like to remind us all, pessimists don't make much money. Yet, at a recent industry panel …

In this week's Weekly Insights: August 2023: Winners & Losers By Rudi Filapek-Vandyck, Editor The proverbial cavalry storming over the hill this August reporting season in Australia were the discretionary retailers led by Harvey Norman ((HVN)), JB Hi-Fi ((JBH)) Premier Investments ((PMV)), Super Retail ((SUL)), The Reject Shop …

In this week's Weekly Insights: -Outlook Negative, With Plenty Of Silver Linings -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor One of the stand-out features of the August results season has been the resilience of household spending in Australia, which proved pivotal in keeping the balance of the …

In this week's Weekly Insights: -Resilience Shines, Forecasts Slide -No Weekly Insights Next Week By Rudi Filapek-Vandyck, Editor August Signals: Resilience Shines, Forecasts Slide August is well passed the half-way mark, but in Australia the all-important week four in the local results season has only just started. In terms of numbers …

In this week's Weekly Insights: August Results: Early Observations By Rudi Filapek-Vandyck, Editor From a general market sentiment perspective, the importance of the financial performance of CommBank ((CBA)) in Australia can never be understated. Not only is CBA the largest (premium) bank in the country, it is also …

In this week's Weekly Insights: -Healthy Health, Wealthy Wealth -Early Observations -Conviction Calls and Best Ideas -FNArena Talks (2x) By Rudi Filapek-Vandyck, Editor Healthy Health, Wealthy Wealth Higher bond yields and a tougher economic outlook have directed the market's attention to corporate vulnerabilities that previously were hardly ever mentioned. Think balance sheet and …

In this week's Weekly Insights: -Awaiting The August Verdict -Conviction Calls and Best Ideas By Rudi Filapek-Vandyck, Editor Awaiting The August Verdict It's by no means a perfect relationship, but earnings forecasts in Australia are tumbling in seldom witnessed fashion while key indices are threatening to set new highs for …

In this week's Weekly Insights: -Opportunities With A Five Year Horizon -Company Reports: Early Trends -Company Reports: Inflation -Company Reports: Conviction -Company Reports: Technology Sector -REITs In Focus By Rudi Filapek-Vandyck, Editor FNArena Opportunities With A Five Year Horizon Most investors like to profess they are in it for the long term, but let's …

In this week's Weekly Insights: -Master & Servants; Bonds vs Equities -Earnings Forecasts: Low Expectations Not Low Enough? -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor Master & Servants; Bonds vs Equities "I used to think that if there was reincarnation, I wanted to come back as the president or …

In this week's Weekly Insights: -Earnings Forecasts: Slip Slidin' Away -FY23 Returns: Details Matter -Small Caps In Focus By Rudi Filapek-Vandyck, Editor Earnings Forecasts: Slip Slidin' Away The Australian share market has been doing it tough in July, following a rally in June that nobody was genuinely able to properly explain, …