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Investment analysis, share recommendations, and market insights.

3 large-cap elite — Investing
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3 large-cap elite

Here are three members of the large-cap elite that I think look to be good-value buying right now.

James Dunn · January 18, 2024
2024 set to be a good year, and here’s why… — Investing
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2024 set to be a good year, and here’s why…

This won’t surprise you but I’m expecting a better year for stocks than what we saw in 2023, though the December quarter was a ripper, as I expected. As with all years with stocks, there will be tailwinds and headwinds, but I suspect the former will outweigh the latter.

Peter Switzer · January 15, 2024
Our portfolios for 2024 — Investing, Model Portfolios, Property
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Our portfolios for 2024

We’ve made some minor changes to our portfolios for 2024 to take into account the dominant investment themes we expect to apply. We’ve also rebalanced the portfolios.

Paul Rickard · January 15, 2024

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