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3 July 2024
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It's that time of year when investors sell underperforming stocks at a loss to offset capital gains from profitable investments. This tax-loss selling is creating opportunities in three quality ASX stocks.
For one Commonwealth Bank worth ~$200 billion, you can buy three of Europe's leading banks with much larger addressable markets. This is just one example of the extreme valuation divergences across global stock markets.
What are the best stocks to own that can pay regular dividends and beat indices on a total return basis in the long-term? Here is our list of 11 ASX-listed companies that could help investors achieve these goals.
In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental Petroleum. We look at ASX stocks that investors could buy and hold forever.
Peter Drucker’s axiom “culture eats strategy for breakfast” continues to ring true. If culture is the sophisticated word for execution, Boral has been a standout over the past 12 months, while Fletcher Building has lagged.
The market seems to have factored in the positives of a soft economic landing for the major banks. Yet earnings headwinds from lower margins and higher bad debts are likely pressure bank share prices this year.
We're likely to see higher interest rates for longer as inflation pressures remain elevated both here and the US. The top picks for 2024 centre around being defensive and looking for pockets of opportunity.
The ASX 200 is around the same price that it was 16 years ago. The poor long-term performance can be largely blamed on our taxation system, which encourages companies to pay out most of their earnings as dividends.
The market is enamoured by new world stocks and is overlooking traditional old world assets. It is uncomfortable to buy unpopular stocks after a setback, but two Australian companies may have better times ahead.
Strong performance from large cap equities indices have lulled passive investors into the false security that their hands-off approach is easier and superior. Here's why that isn't sustainable and small caps are set to benefit.
People love new things, and investors are no different. But there's something to be said for older businesses that have a proven formula for success, and here are nine ASX-listed stocks that fit the bill.
Australian companies worth billions of dollars are slipping into private hands at an alarming rate. This explores what’s driving the takeover binge, why it’s a worry, and what needs to be done to fix the problem.
Two commonly asked questions are: 'How much do I need to retire' and 'How much can I afford to spend in retirement'? This is a guide to help you come up with your own numbers to suit your goals and needs.
There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue.
Washington H. Soul Pattinson is an ASX top 50 stock with one of the best investment track records this country has seen. Yet, most Australians haven’t heard of it, and the company seems to prefer it that way.
We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can be for people born last century, so make the most of it.
A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.
Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.