Tony is a former managing editor of BRW, Shares, Personal Investor, Asset and CFO magazines. He specialises in small listed companies, IPOs, entrepreneurship and innovation and writes a weekly blog for The Sydney Morning Herald/The Age on small companies and entrepreneurs.
It’s hard, even for the professionals, to value industry disruptors but believing in the start-up story can reap benefits for investors.
Listed investment companies that specialise in smaller companies and dividend-focussed exchange-traded products are worth a look at for the yield-focussed investor.
Reporting season provided hope for energy stocks, but whether they are good value or not all comes down to the oil-price assumptions. Don’t expect a quick recovery.
Lower interest rates should boost overall M&A activity and greater energy sector consolidation is a good bet given the oil-price carnage.
Nobody expected the Spanish Inquisition but if you did, you might have prepared for it. Having a plan to capitalise on unpredictable financial-market disruptions can help keep your super intact.
There has been plenty written on how Qantas has benefited from lower oil prices but it’s not the only one – small caps like ARB Corporation are in a good position too.