Investing

Investment analysis, share recommendations, and market insights.

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Two portfolio stocks to take profits on

While I’m always wary about making a recommendation to sell, JB Hi-Fi (JBH) and Commonwealth Bank (CBA) in my opinion are ripe for profit-taking. Here are reasons for my view.

Paul Rickard · January 22, 2024
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Three of the best foreign listings

Not all the companies listed on the Australian Securities Exchange (ASX) are in fact Australian: about 150 stocks are foreigners, that are also listed in Australia. Here are three of the best in terms of a global investment proposition.

James Dunn · January 22, 2024
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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
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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
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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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