Latest Commentary



Saturday, 21 December 2019

Thursday, 19 December 2019

Monday, 16 December 2019

Saturday, 14 December 2019

Boris and Donald stand and deliver!

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What was hoped for happened - a 60% trade deal is said to have been reached but signing won’t happen until January, the December 15 tariffs won’t go ahead on Sunday and BoJo joins ScoMo in the Prime Ministe..

Thursday, 12 December 2019

Monday, 09 December 2019

Saturday, 07 December 2019

America: is there anything it can’t do?

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For professional stock market watchers, it was green on the screen overnight in the US, except for the VIX (which is a ‘positive’ reading for the fear index), indicating that stock players are getting less ..

Thursday, 05 December 2019

Monday, 02 December 2019

Saturday, 30 November 2019

Thursday, 28 November 2019

Monday, 25 November 2019

7 hot stocks from hot fund managers

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Last Friday I was invited to the annual Sohn Hearts & Minds conference in Sydney. From two of the world’s best investors and a number of fund managers, I gained many insights that I share with you below.

Saturday, 23 November 2019

Thursday, 21 November 2019

Fixed Interest Masterclass

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For anyone who attended our Income Conference recently or for those subscribers who couldn’t make it, here’s the video of our fixed interest Masterclass hot off the editing press!

Monday, 18 November 2019

Saturday, 16 November 2019

Expert tips 30% market rise on trade deal

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Wall Street is being powered into record high territory and it’s all about trade deal talk and the fact that we should soon see some piece of paper with an agreement on it that the US President can do a show-..

Thursday, 14 November 2019

America’s blast-off

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The US share market has broken out of its recent lethargy and now is advancing strongly. Why is this happening in the US and not Oz?

Monday, 11 November 2019

Saturday, 09 November 2019

Thursday, 07 November 2019

Monday, 04 November 2019

10 dividend paying stocks

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Despite a warning from Paul (Rickard) that many of our favourite dividend-paying stocks are likely to be less rewarding in the future, I went looking for 10 reliable income-payers, with or without franking, to ..

Saturday, 02 November 2019

Thursday, 31 October 2019

Monday, 28 October 2019

Saturday, 26 October 2019

Thursday, 24 October 2019

My stock tip for iron ore

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I believe it’s right to be cautious on Australian resource stocks but if you want to have some iron ore exposure, here’s what I suggest you consider doing.

Monday, 21 October 2019

Saturday, 19 October 2019

Thursday, 17 October 2019

The success story of LVMH

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One of my funds top five holdings – the world’s leading luxury goods manufacturer and retailer LVMH – has already released an update to the market that defied all the pessimists.

Monday, 14 October 2019

Saturday, 12 October 2019

Deal on but it’s not over yet

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Deal on! It’s a partial deal at this stage. By the closing bell on Wall Street, the Dow was up 319.92 points (or 1.21%) but it was up over 500 points at one stage, so the market is happy though it wants somet..

Thursday, 10 October 2019

Stock insight: Nike

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A combination of several factors has seen Nike deliver incredibly steady revenue growth for an extended period of time. Here’s why I think this will continue.

Saturday, 05 October 2019

How real are these Recession fears?

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Recession warnings in the USA were given a reality test and they failed! The latest jobs report for the Yanks showed 136,000 jobs were created, which wasn’t too far off the 145,000 predicted by economists.

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