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24 December 2024

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Edition: 366

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Welcome to Firstlinks Edition 366

  • 15 July 2020

The ways we think about investing are guided by several foundational texts published decades ago. One classic still read by students of markets is 'Security Analysis', continuously published for almost 90 years with the latest edition carrying a foreword by Warren Buffett. Although written by Graham and Dodd in 1934, much of it rings true now as markets remain subject to human behaviours that change little over time.

Six ratios show the market is off the charts

There is an infinite variety of financial charts an investor can watch, with many spurious claims about factors and causality. But here are six common charts that are at historical extremes.

Too much, too fast: four ways we are investing now

There are plenty of reasons for pessimism as the market has recovered too strongly, but quality stocks with good earnings growth and strong cash generation and balance sheets are still available.

Punting with retail financial products beyond ASIC's watch

Complex products beyond the purview of ASIC are being offered to retail investors based on tax and return advantages beyond the ability of investors to assess, making them manifestly unsuitable.

Finding companies in four themes COVID-19 has accelerated

New sponsor, Cboe (formerly Chi-X), shows how it follows long-term trends reinforced by COVID-19 to select US-listed companies accessible on local exchanges, often in sectors not served by Australian companies.

Income investing during COVID-19 demands a dual technique

Falling dividends and the uncertain outlook deliver challenges for income generation, but a dual approach of short-term income and long-term sustainability should ensure a portfolio continues to perform.

What super changes should you know from 1 July?

A few rules have changed, one is caught up in the legislative stage, and it's worth revising a couple of others. Around the age of 65, there are specific super opportunities every retiree should know.

The asymmetric value of gold for Australian investors

An investment in gold without hedging the currency risk of the USD price can deliver portfolio diversification and protection, with the AUD price often rising when equity markets are falling.  

Three reasons China could become the world’s leading consumer

The growth in wealth and aspirations of middle-class Chinese may become a 'consumer of last resort' for the world economy, but to earn that status, China must avoid a ‘trap’ among other challenges.

International LICs can have a fully franked future

Australian investors usually turn to local shares to generate fully franked dividends, but it is possible for a global equity fund to have the same mandate in a broader universe of stocks.

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Australian stocks will crush housing over the next decade, one year on

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Avoiding wealth transfer pitfalls

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Taxpayers betrayed by Future Fund debacle

The Future Fund's original purpose was to meet the unfunded liabilities of Commonwealth defined benefit schemes. These liabilities have ballooned to an estimated $290 billion and taxpayers continue to be treated like fools.

Australia’s shameful super gap

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Looking beyond banks for dividend income

The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.

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