Tag: equity market

Can you bank on Medibank?

Initial public offerings are back. Medibank Private is on the block in Australia. How should you approach IPOs and how can you tell a good one from a bad one? An IPO is when a company first sells stock to the public. Sometimes, these offerings are by smaller companies seeking capital to expand. Other times, […]

Over the Hedge

A recent press article said that with major risk assets looking “fully valued”, it was time to seek out alternative investments such as hedge funds. But those thinking of making that shift might want to look before they leap. According to consulting firm McKinsey and Co, hedge funds and other “alternative” investments will command up […]

Ten Stocks for Ten Years

‘Ten Stocks for Ten Years’ – that was the headline in The Australian Financial Review nearly 5 years ago. The paper had interviewed analysts to identify 10 stocks to ride out the next decade with. Nearly half way through, how are they going? Resource and energy stocks topped the AFR’s December 2009 list of the […]

Top Drawer Investment

One old adage about investment is that you buy a bunch of reliable stocks, stick them in your bottom drawer and forget about them. That ignores one pesky fact: Nothing stays the same. Small stocks don’t always stay that way. Some grow up to become large stocks. Stocks that have low prices relative to fundamental […]

Down the Investment Mineshaft

Success in investment doesn’t just mean knowing what risks to take. It also means avoiding the uncompensated risks associated with laying out big bets on individual companies or sectors. In February 2008, the global credit crisis was underway. With investors in a defensive mood, The Australian Financial Review suggested that the minerals resource sector of […]

Taking stock of the equity market

Vanguard Australia posted this interview to their website at the beginning of the month.  The content and clarity of the article make it a good read.   Vanguard | 01 August 2013 As global equity markets continue to heat up, we sat down with Angus McLeod, Portfolio Manager in Vanguard’s Equity Investment Group to ask him […]

Running (Investing) to Stand Still

Trying to correctly time your entry point to the market is never easy. Just ask the experts. In early February, strategists at a global investment bank were becoming alarmed at political events in Europe, the sequestration “crisis” in the US Congress and what they saw as an unseemly rush into equities. The word went out […]