FNArena’s Weekly Insights – April 17 2023
In this week's Weekly Insights: -What's Up, Doc? -Bond Market Says Regime Change Is Upon Us -Banks (Dividends) In Focus -Conviction Calls & Best Ideas -Research To Download -FNArena Subscription -Webinar on Copper By Rudi Filapek-Vandyck What's Up, Doc? There's a near unanimous view among share market observers that from a technical analysis point of …
FNArena’s Weekly Insights – April 03 2023
In this week's Weekly Insights: -Don't Be Hoodwinked -Consensus Targets, And Other Consequences -Webinar on Copper By Rudi Filapek-Vandyck, Editor Don't Be Hoodwinked It is easy to be flummoxed by financial markets. At times prices go down on good news, other times they rally on what looks like a negative impact. Not …
FNArena’s Weekly Insights – March 27 2023
In this week's Weekly Insights: -More Data, More Brokers -US Recession More likely -(Not) About The Banks By Rudi Filapek-Vandyck, Editor More Data, More Brokers FNArena continues building the best service possible. On Friday, we added yet another window of company-specific data, thanks to FactSet. Potentially, the first eye-catcher in Stock Analysis is …
FNArena’s Weekly Insights – March 20 2023
In this week's Weekly Insights: -Banks Need Confidence (Lots Of It) -All-Weather Stocks - Back In Fashion -All-Weathers: Post-February -Research To Download By Rudi Filapek-Vandyck, Editor Banks Need Confidence (Lots Of It) What investors are witnessing this month is not a re-run of the Lehman Bros collapse in late 2008, but it …
FNArena’s Weekly Insights – March 13 2023
In this week's Weekly Insights: -Fear & Greed (Rinse & Repeat) -February Results: Final Observations By Rudi Filapek-Vandyck, Editor Fear & Greed (Rinse & Repeat) ...and as it turned out, yet again, all roads that started off from the Federal Reserve's tightening policy lead to the next US bank failure. Few …
FNArena’s Weekly Insights – March 06 2023
In this week's Weekly Insights: -February Trends, Winners, Signals & Losers -Advice From The Best: Klarman & Buffett -Research To Download By Rudi Filapek-Vandyck, Editor It is often said that investing in the share market, ultimately, comes down to corporate earnings - where earnings go, share prices must follow. This narrative, however, covers …
FNArena’s Weekly Insights – February 27 2023
In This week's Weekly Insights: -February's Sobering Reality Check -Research To Download By Rudi Filapek-Vandyck, Editor FNArena February's Sobering Reality Check Australian businesses are doing it tough. Maybe the easiest way to back up that statement is via FNArena's Corporate Results Monitor. By late on Friday, the Monitor had aggregated 241 …
FNArena’s Weekly Insights – February 20 2023
In this week's Weekly Insights: -M&A Targets - Who's Next? -February: Brutal And Underwhelming, So Far -Research To Download By Rudi Filapek-Vandyck, Editor M&A Targets - Who's Next? One of the heaviest post-bubble punishments ever for small cap growth and technology stocks, rivalling the post-Nasdaq meltdown of 2000-2003, had already triggered …
FNArena’s Weekly Insights – February 15 2023
This story features AUDINATE GROUP LIMITED, and other companies. For more info SHARE ANALYSIS: AD8 In this week's Weekly Insights: -February: Focus On Resilience & Dividends -February Results Thus Far -Corporate Australia Showing Resilience -Commodities – Lithium & Dividends -Consumer & Gaming Stocks -Advertising & Media -Insurers -Research To Download: Edison Research -Research To …
FNArena’s Weekly Insights – February 08 2023
In this week's Weekly Insights: As I traditionally like to remind investors: every corporate results season has its own character and dynamics. The overall macro background, including index level and share price moves, plays an important role in understanding the overall context. This time around, share markets …