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, …

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 …

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 …

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 …