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Labor’s victory and the childcare sector
Here are two undervalued listed property trusts that own childcare centres.
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Have our large mining companies fallen too far and are now buys?
The big miners have fallen too far, and I see reasonable value for the first time in a long time. Prospective investors can buy stocks directly (and I’ll tell you my preferences), though as you’d expect, I do like resource-sector ETFs for more diversified exposure.
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Time to take some profit on gold
While this precious metal rally may have further to run, some profit-taking is prudent, but hear me out why I say this.
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Two strategies for investors desperately seeking income
Here’s an undervalued Listed Investment Company (LIC) to consider, and another idea for the watchlist.
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Three ETFs worth considering
So far so good with the Trump U-turn on tariffs, but uncertainty still prevails. Is cautious buying to take advantage of lower valuations therefore warranted?
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Do Chinese equities have a trump card?
With Trump tariffs at this stage slugging Chinese goods with a 34% tariff, here are two exchange traded funds for investors wanting a sensible exposure to China
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Two ETFs with exposure to the market’s best global companies.
Because there’s no substitute for quality, investors who ‘buy this dip’ should stick to the highest-quality companies that can withstand whatever Trump throws at the global economy and geopolitical landscape. Here are two ETFs that provide exposure to the market’s best global companies.
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Where do investors turn if they want to be ‘paid to wait’ for a market recovery?
Here are two dividend funds to consider that provide diversified exposure to global equities.
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Military-focused ETFs to consider
You will recall I nominated defence as one of two key sectors to benefit from a Trump administration (the other sector was energy). This market sell-off provides the opportunity to consider military-focused ETFs.
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Two earnings season opportunities
A LIC trading at an unusually large discount to its historic average could be a buying opportunity. AFIC, the market’s largest LIC is at an unusually large discount compared to its long-run average. The market’s second largest LIC, ARGO, is similarly placed. Is the widening discount of these two LICs warranted? Are these two LICs buying opportunities?