FNArena’s Weekly Insights – July 24 2023
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 …
FNArena’s Weekly Insights – July 17 2023
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 …
FNArena’s Weekly Insights – July 10 2023
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, …
FNArena’s Weekly Insights – July 03 2023
In this week's Weekly Insights: -A Dozen Insights For FY24 -El Nino And Insurers -When Quality Goes Missing -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor A Dozen Insights For FY24 If one well-chosen graphic compensates for 1000 words, imagine how many words we are saving with the charts and graphics …
FNArena’s Weekly Insights – June 26 2023
In this week's Weekly Insights: -Forecasts Under Pressure -Which Stocks To Buy? By Rudi Filapek-Vandyck, Editor Forecasts Under Pressure And when all is said and done, the dust has settled, and the verdict is in, we shall all observe it has been a fairly standard central bank tightening process, but …
FNArena’s Weekly Insights – June 19 2023
In this week's Weekly Insights: -Keep Your Focus On What Matters -Conviction Calls & Best Ideas -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Keep Your Focus On What Matters The irony about share markets is the more share prices rally, the more optimistic we all become, and the stronger the urge …
FNArena’s Weekly Insights – June 05 2023
In This Week's Weekly Insights: -Bull, Bear & Bubble; AI Is The New Kingmaker -No Weekly Insights Next Week -Undiscovered Jewel - FNArena Windows By Rudi Filapek-Vandyck, Editor Bull, Bear & Bubble; AI Is The New Kingmaker Is it a bull market? A bear? A transition between the two? What's with …
FNArena’s Weekly Insights – May 29 2023
In Weekly Insights this week: A Lesson In Quality, And Investing By Rudi Filapek-Vandyck, Editor As investors, we all like to snap up a cheap bargain. But the truth is, cheaply priced stocks tend to provide short-term, temporary pleasures, mostly, while a genuine quality gem is the gift …
FNArena’s Weekly Insights – May 22 2023
In Weekly Insights this week: Dissecting The Next Share Market Rally Despite all the ups and downs, the noise, the tribulations, the angst and intermittent periods of violent market volatility, the share price of Australia's largest biotech, CSL ((CSL)), is effectively unchanged from three years ago. Whether this …
FNArena’s Weekly Insights – May 15 2023
In Weekly Insights this week: -US Recession Debate Is Tightening -FNArena Talks -Australian Banks; One Chart By Rudi Filapek-Vandyck, Editor FNArena US Recession Debate Is Tightening The Federal Reserve started lifting the Federal Funds Rate in March last year and, incredible but true, 14 months later the global financial world is …